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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
600+ 1.72% |
$12.2K - $12.3K
|
35.5K
$735K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
562+ 5.21% |
$11.5K - $11.5K
|
11.3K
$235K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
524+ 1.54% |
$10.7K - $10.8K
|
34.6K
$716K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
502+ 2.51% |
$10.2K - $10.3K
|
20.5K
$424K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
468+ 1.08% |
$9.54K - $9.61K
|
43.9K
$909K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
432+ 2.95% |
$8.8K - $8.87K
|
15.1K
$312K
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
388+ 0.95% |
$7.91K - $7.97K
|
41.4K
$858K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
350New |
$7.13K - $7.19K
|
350
$7.25K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
349+ 0.37% |
$7.11K - $7.16K
|
95.4K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
292+ 1.11% |
$5.95K - $5.99K
|
26.7K
$553K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
269+ 3.38% |
$5.48K - $5.52K
|
8.22K
$170K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
220+ 1.21% |
$4.48K - $4.52K
|
18.5K
$382K
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
174+ 0.11% |
$3.55K - $3.57K
|
155K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
132+ 0.53% |
$2.69K - $2.71K
|
24.9K
$516K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
117+ 0.95% |
$2.38K - $2.4K
|
12.5K
$258K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
94+ 0.72% |
$1.92K - $1.93K
|
13.1K
$272K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
43+ 0.09% |
$876 - $883
|
47.2K
$977K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
38+ 0.28% |
$774 - $780
|
13.8K
$286K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
31+ 0.17% |
$632 - $636
|
17.9K
$372K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
30+ 0.1% |
$611 - $616
|
29.1K
$604K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
24+ 0.14% |
$489 - $493
|
17.4K
$361K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
19+ 0.19% |
$387 - $390
|
10K
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-14- 0.04% |
$285 - $287
|
39.5K
$817K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-111- 0.91% |
$2.26K - $2.28K
|
12K
$249K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-293- 2.75% |
$5.97K - $6.02K
|
10.4K
$215K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-304- 0.77% |
$6.2K - $6.24K
|
39.3K
$813K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-559- 2.94% |
$11.4K - $11.5K
|
18.5K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-806- 5.79% |
$16.4K - $16.5K
|
13.1K
$272K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-915- 4.4% |
$18.6K - $18.8K
|
19.9K
$412K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.03K- 2.92% |
$21K - $21.1K
|
34.2K
$709K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.18K- 18.36% |
$24.1K - $24.3K
|
5.26K
$109K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.25K- 1.16% |
$25.6K - $25.7K
|
107K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.36K- 24.42% |
$27.6K - $27.8K
|
4.19K
$86.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-1.37K- 4.58% |
$27.8K - $28K
|
28.4K
$589K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.94K- 7.57% |
$39.5K - $39.8K
|
23.7K
$491K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.17K- 5.1% |
$44.3K - $44.6K
|
40.4K
$837K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.21K- 4.8% |
$45K - $45.4K
|
43.8K
$907K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-2.23K- 18.44% |
$45.4K - $45.8K
|
9.87K
$204K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.25K- 9.17% |
$45.8K - $46.1K
|
22.2K
$460K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.25K- 12.87% |
$45.9K - $46.2K
|
15.2K
$315K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.26K- 13.17% |
$46.1K - $46.4K
|
14.9K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.4K- 1.45% |
$48.9K - $49.3K
|
163K
$3.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.41K- 14.29% |
$49.2K - $49.5K
|
14.5K
$300K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.42K- 3.51% |
$49.2K - $49.6K
|
66.4K
$1.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.43K- 4.17% |
$49.5K - $49.8K
|
55.8K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.49K- 66.28% |
$50.7K - $51.1K
|
1.27K
$26.2K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.58K- 89.74% |
$52.6K - $53K
|
295
$6.11K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.6K- 4.84% |
$53K - $53.4K
|
51.1K
$1.06M
|