Purchases and Sales Made in Q1 2024 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELD IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.9KNew |
$283K - $285K
|
13.9K
$288K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
13.7K+ 4.54% |
$279K - $281K
|
315K
$6.53M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.2KNew |
$270K - $271K
|
13.2K
$274K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12.8K+ 12.96% |
$260K - $262K
|
111K
$2.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.4K+ 12.61% |
$253K - $255K
|
111K
$2.29M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
12.4KNew |
$253K - $255K
|
12.4K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
12.4K+ 25.62% |
$252K - $254K
|
60.6K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$248K - $250K
|
12.2K
$252K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.6K+ 5.13% |
$237K - $239K
|
239K
$4.94M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$234K - $236K
|
11.5K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$230K - $232K
|
11.3K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.3K+ 7.69% |
$229K - $231K
|
158K
$3.27M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11.2K+ 17.47% |
$229K - $230K
|
75.5K
$1.56M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
11.2K+ 7.35% |
$228K - $229K
|
163K
$3.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.9K+ 15.36% |
$223K - $224K
|
82.1K
$1.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.9K+ 2.08% |
$221K - $223K
|
533K
$11M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8KNew |
$220K - $221K
|
10.8K
$223K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.7K+ 10.21% |
$218K - $220K
|
116K
$2.4M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.5K+ 6.3% |
$213K - $215K
|
176K
$3.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.3K+ 35.13% |
$209K - $210K
|
39.4K
$817K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.2K+ 46.71% |
$209K - $210K
|
32.2K
$666K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
10.1KNew |
$206K - $207K
|
10.1K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10KNew |
$205K - $206K
|
10K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10KNew |
$204K - $206K
|
10K
$207K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
9.84K+ 53.62% |
$201K - $202K
|
28.2K
$584K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.55K+ 93.75% |
$195K - $196K
|
19.7K
$409K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
8.74K+ 6.62% |
$178K - $179K
|
141K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.44K+ 31.98% |
$172K - $173K
|
34.8K
$722K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
8.05K+ 167.29% |
$164K - $165K
|
12.9K
$266K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.91K+ 4.94% |
$161K - $162K
|
168K
$3.48M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
7.83K+ 11.52% |
$160K - $161K
|
75.8K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
7.8K+ 8.38% |
$159K - $160K
|
101K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.67K+ 25.43% |
$156K - $158K
|
37.9K
$784K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.45KNew |
$152K - $153K
|
7.45K
$154K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7.3K+ 3.48% |
$149K - $150K
|
217K
$4.5M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
7.23KNew |
$147K - $149K
|
7.23K
$150K
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
7.16K+ 10.09% |
$146K - $147K
|
78.1K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.15K+ 4.4% |
$146K - $147K
|
170K
$3.51M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.09K+ 39.51% |
$144K - $145K
|
25K
$518K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.9K+ 4.12% |
$141K - $142K
|
174K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.87K+ 5.34% |
$140K - $141K
|
135K
$2.81M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.76K+ 126.36% |
$138K - $139K
|
12.1K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.68K+ 0.98% |
$136K - $137K
|
689K
$14.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.55K+ 13.31% |
$133K - $134K
|
55.8K
$1.15M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
6.24K+ 2.39% |
$127K - $128K
|
267K
$5.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.2K+ 29.04% |
$126K - $127K
|
27.6K
$571K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.55K+ 24.04% |
$113K - $114K
|
28.6K
$593K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.23K+ 32.97% |
$107K - $107K
|
21.1K
$437K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.22K+ 14.23% |
$106K - $107K
|
41.9K
$869K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.89K+ 4.14% |
$99.7K - $100K
|
123K
$2.55M
|