Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
27K+ 14.95% |
$553K - $559K
|
208K
$4.3M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.5K+ 81.98% |
$542K - $548K
|
58.7K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.2K+ 7.74% |
$537K - $543K
|
365K
$7.56M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
25.5K+ 3.37% |
$522K - $528K
|
782K
$16.2M
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
25.2K+ 8.06% |
$516K - $522K
|
338K
$7M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.6K+ 20.48% |
$484K - $489K
|
139K
$2.88M
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
23.4K+ 71.57% |
$479K - $485K
|
56.1K
$1.16M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
23.4K+ 1.56% |
$479K - $485K
|
1.52M
$31.5M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
22.2KNew |
$455K - $460K
|
22.2K
$460K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.5K+ 3.56% |
$440K - $446K
|
626K
$13M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21K+ 70.92% |
$429K - $434K
|
50.5K
$1.05M
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 2.14% |
$398K - $403K
|
927K
$19.2M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
19.3K+ 2.77% |
$394K - $399K
|
714K
$14.8M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18.9K+ 29.04% |
$387K - $391K
|
83.9K
$1.74M
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
18.6K+ 16.94% |
$381K - $386K
|
128K
$2.66M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.5K+ 6.47% |
$379K - $384K
|
305K
$6.31M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
18K+ 2.84% |
$368K - $373K
|
651K
$13.5M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
17.7KNew |
$363K - $367K
|
17.7K
$367K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
17.7K+ 5.78% |
$361K - $366K
|
323K
$6.69M
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
17.6K+ 5.53% |
$360K - $364K
|
336K
$6.95M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.1K+ 13.31% |
$350K - $355K
|
146K
$3.02M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17K+ 4.68% |
$347K - $352K
|
380K
$7.87M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17K+ 52.06% |
$347K - $351K
|
49.6K
$1.03M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
16.8K+ 40.95% |
$344K - $348K
|
57.9K
$1.2M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
16.3K+ 18.32% |
$333K - $337K
|
105K
$2.18M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15.7K+ 1.71% |
$320K - $324K
|
932K
$19.3M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.9KNew |
$306K - $310K
|
14.9K
$310K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
14.7K+ 18.02% |
$302K - $305K
|
96.5K
$2M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14.6KNew |
$299K - $302K
|
14.6K
$302K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
13.5KNew |
$276K - $279K
|
13.5K
$279K
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.3KNew |
$272K - $275K
|
13.3K
$275K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13.2KNew |
$271K - $274K
|
13.2K
$274K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.1K+ 2.39% |
$269K - $272K
|
563K
$11.6M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.9KNew |
$264K - $268K
|
12.9K
$268K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
12.7K+ 14.44% |
$260K - $263K
|
101K
$2.09M
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
12.6K+ 2.03% |
$258K - $261K
|
634K
$13.1M
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
12.4K+ 3.07% |
$255K - $258K
|
417K
$8.64M
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
12.3K+ 3.91% |
$252K - $255K
|
328K
$6.79M
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12.3K+ 38.04% |
$252K - $255K
|
44.6K
$924K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 63.0% |
$250K - $253K
|
31.7K
$656K
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
12.1KNew |
$249K - $252K
|
12.1K
$252K
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
11.8K+ 6.05% |
$241K - $244K
|
206K
$4.27M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.5KNew |
$235K - $238K
|
11.5K
$238K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11.4K+ 7.61% |
$234K - $237K
|
162K
$3.35M
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
10.9K+ 14.68% |
$223K - $226K
|
85.2K
$1.77M
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10.7K+ 18.09% |
$220K - $222K
|
70.1K
$1.45M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
10.6KNew |
$218K - $220K
|
10.6K
$220K
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
10.5K+ 24.71% |
$214K - $217K
|
52.8K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10.4K+ 2.26% |
$214K - $216K
|
472K
$9.78M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.3KNew |
$211K - $214K
|
10.3K
$214K
|