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 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.2KNew |
$209K - $212K
|
10.2K
$212K
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
10.1K+ 17.21% |
$207K - $209K
|
68.8K
$1.42M
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.69KNew |
$198K - $201K
|
9.69K
$201K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
9.22K+ 5.5% |
$189K - $191K
|
177K
$3.67M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.19K+ 41.25% |
$188K - $190K
|
31.5K
$652K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.7K+ 7.83% |
$178K - $180K
|
120K
$2.48M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.51K+ 23.9% |
$174K - $176K
|
44.1K
$913K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
8.28KNew |
$169K - $171K
|
8.28K
$171K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
8.2K+ 3.92% |
$168K - $170K
|
217K
$4.5M
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.91K+ 5.9% |
$162K - $164K
|
142K
$2.94M
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
7.86K+ 4.34% |
$161K - $163K
|
189K
$3.91M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.73K+ 5.49% |
$158K - $160K
|
149K
$3.08M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.65K+ 5.81% |
$157K - $158K
|
139K
$2.88M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.56K+ 3.92% |
$155K - $157K
|
201K
$4.15M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.51K+ 48.36% |
$154K - $155K
|
23K
$477K
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
7.37K+ 5.53% |
$151K - $153K
|
141K
$2.91M
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
7.25K+ 2.98% |
$148K - $150K
|
250K
$5.18M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.14K+ 5.16% |
$146K - $148K
|
145K
$3.01M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.99K+ 4.08% |
$143K - $145K
|
178K
$3.7M
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
6.33K+ 11.7% |
$129K - $131K
|
60.4K
$1.25M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
6.26K+ 7.31% |
$128K - $130K
|
92K
$1.9M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.24K+ 2.11% |
$128K - $129K
|
301K
$6.24M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.19K+ 5.42% |
$127K - $128K
|
121K
$2.5M
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.03K+ 2.13% |
$123K - $125K
|
289K
$5.98M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.66K+ 13.55% |
$116K - $117K
|
47.4K
$982K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.4KNew |
$110K - $112K
|
5.4K
$112K
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
5.37K+ 3.55% |
$110K - $111K
|
157K
$3.25M
|
|
Oct 17, 2024
Q3 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
5.04K+ 0.62% |
$103K - $104K
|
813K
$16.8M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.98K+ 4.51% |
$102K - $103K
|
115K
$2.39M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.86K+ 1.31% |
$99.5K - $101K
|
376K
$7.79M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.83K+ 32.38% |
$98.9K - $100K
|
19.7K
$409K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.68K+ 21.08% |
$95.8K - $96.9K
|
26.9K
$557K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.39K+ 38.03% |
$89.8K - $90.9K
|
15.9K
$330K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.35K+ 5.44% |
$89K - $90K
|
84.3K
$1.74M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.07K+ 5.46% |
$83.2K - $84.2K
|
78.6K
$1.63M
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3.96K+ 6.91% |
$81.1K - $82.1K
|
61.3K
$1.27M
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.91K+ 12.43% |
$79.9K - $80.9K
|
35.3K
$731K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 0.73% |
$76.5K - $77.4K
|
518K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.72K+ 7.92% |
$76.1K - $77K
|
50.7K
$1.05M
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
3.68K+ 2.58% |
$75.2K - $76.1K
|
146K
$3.02M
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.55K+ 23.88% |
$72.8K - $73.6K
|
18.4K
$382K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2.99K+ 6.22% |
$61.2K - $61.9K
|
51.1K
$1.06M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.53K+ 1.33% |
$51.7K - $52.3K
|
193K
$4M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.31K+ 10.85% |
$47.3K - $47.9K
|
23.6K
$489K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.21KNew |
$45.3K - $45.8K
|
2.21K
$45.8K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.1KNew |
$42.9K - $43.4K
|
2.1K
$43.4K
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.96K+ 1.3% |
$40.2K - $40.7K
|
153K
$3.16M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.91K+ 0.38% |
$39.1K - $39.6K
|
502K
$10.4M
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.91K+ 1.47% |
$39.1K - $39.6K
|
132K
$2.73M
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.58K+ 2.35% |
$32.4K - $32.8K
|
69K
$1.43M
|