Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.53K- 2.76% |
$51.5K - $51.8K
|
88.9K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.53K- 3.35% |
$51.5K - $51.9K
|
72.9K
$1.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.67K- 1.23% |
$54.4K - $54.7K
|
214K
$4.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.06K- 2.78% |
$62.3K - $62.8K
|
107K
$2.21M
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.39K- 7.32% |
$69K - $69.5K
|
42.9K
$888K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-3.45K- 20.05% |
$70.3K - $70.8K
|
13.8K
$285K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.59K- 2.31% |
$73.1K - $73.6K
|
151K
$3.14M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.64K- 5.35% |
$74.1K - $74.6K
|
64.3K
$1.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.9K- 3.4% |
$79.5K - $80K
|
111K
$2.3M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-4.49K- 2.89% |
$91.5K - $92.1K
|
151K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.5K- 16.05% |
$91.7K - $92.3K
|
23.5K
$487K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.66K- 31.66% |
$95.1K - $95.7K
|
10.1K
$209K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.7K- 3.91% |
$95.8K - $96.4K
|
116K
$2.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-5.5K- 6.02% |
$112K - $113K
|
85.7K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-6.07K- 15.64% |
$124K - $125K
|
32.7K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.09K- 15.48% |
$124K - $125K
|
33.3K
$689K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-7.45K- 16.17% |
$152K - $153K
|
38.6K
$800K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-8.17K- 22.52% |
$166K - $168K
|
28.1K
$582K
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-8.23K- 6.17% |
$168K - $169K
|
125K
$2.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-8.25K- 37.14% |
$168K - $169K
|
14K
$289K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-8.5K- 38.55% |
$173K - $174K
|
13.5K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.63K- 2.09% |
$176K - $177K
|
403K
$8.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-9.82K- 2.99% |
$200K - $201K
|
318K
$6.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-9.98K- 7.05% |
$203K - $205K
|
132K
$2.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.7K- 26.46% |
$219K - $220K
|
29.8K
$618K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.7K- 0.68% |
$219K - $220K
|
1.57M
$32.5M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-11K- 29.12% |
$225K - $226K
|
26.8K
$556K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-13.5K- 55.39% |
$275K - $277K
|
10.9K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-15.2K- 26.61% |
$309K - $311K
|
41.9K
$867K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-15.4K- 15.88% |
$313K - $315K
|
81.4K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-16.4K- 48.5% |
$334K - $336K
|
17.4K
$360K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-17.3K- 5.79% |
$352K - $354K
|
281K
$5.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-19K- 8.27% |
$386K - $389K
|
210K
$4.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-20K- 83.72% |
$407K - $410K
|
3.89K
$80.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-21.8K- 17.29% |
$444K - $447K
|
104K
$2.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-24.8K- 36.02% |
$505K - $508K
|
44K
$911K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-25.1K- 37.78% |
$511K - $515K
|
41.3K
$856K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-26.6K- 18.8% |
$543K - $546K
|
115K
$2.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-28.2K- 11.87% |
$574K - $578K
|
209K
$4.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-33.8K- 18.37% |
$689K - $694K
|
150K
$3.11M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-36.2K- 64.03% |
$738K - $743K
|
20.3K
$421K
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-37.1K- 5.22% |
$755K - $760K
|
672K
$13.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-40.2K- 19.55% |
$819K - $824K
|
165K
$3.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41.5K- 4.47% |
$846K - $851K
|
887K
$18.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-56.5K- 11.14% |
$1.15M - $1.16M
|
451K
$9.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-58.4K- 27.14% |
$1.19M - $1.2M
|
157K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-61.3K- 16.4% |
$1.25M - $1.26M
|
313K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-92K- 13.68% |
$1.88M - $1.89M
|
581K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-122K- 1.39% |
$2.49M - $2.51M
|
8.69M
$180M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-123K- 40.1% |
$2.52M - $2.53M
|
184K
$3.82M
|