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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.74K- 6.56% |
$56.1K - $56.8K
|
39K
$809K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.8K- 6.36% |
$57.3K - $57.9K
|
41.2K
$853K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.81K- 6.39% |
$57.5K - $58.2K
|
41.1K
$851K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-2.92K- 0.21% |
$59.8K - $60.5K
|
1.4M
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.99K- 2.86% |
$61.1K - $61.8K
|
101K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.27K- 14.25% |
$67K - $67.7K
|
19.7K
$408K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-3.3K- 1.71% |
$67.6K - $68.4K
|
190K
$3.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.41K- 3.56% |
$69.8K - $70.6K
|
92.4K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.59K- 4.04% |
$73.6K - $74.4K
|
85.3K
$1.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.97K- 18.48% |
$81.2K - $82.2K
|
17.5K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4K- 10.18% |
$81.9K - $82.8K
|
35.3K
$731K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.01K- 3.75% |
$82.1K - $83.1K
|
103K
$2.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.17K- 12.07% |
$85.3K - $86.3K
|
30.3K
$628K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-4.82K- 5.67% |
$98.7K - $99.9K
|
80.2K
$1.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.89K- 9.87% |
$100K - $101K
|
44.7K
$925K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-5.31K- 7.02% |
$109K - $110K
|
70.2K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.56K- 13.91% |
$114K - $115K
|
34.4K
$712K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.43K- 3.0% |
$132K - $133K
|
208K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.8K- 4.34% |
$139K - $141K
|
150K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.15K- 12.02% |
$146K - $148K
|
52.3K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-7.31K- 34.03% |
$150K - $151K
|
14.2K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.34K- 0.46% |
$150K - $152K
|
1.58M
$32.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-8.87K- 99.99% |
$182K - $184K
|
1
$20.7
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9.05K- 3.23% |
$185K - $187K
|
271K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.3K- 4.09% |
$210K - $213K
|
241K
$4.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10.3K- 45.25% |
$211K - $213K
|
12.5K
$258K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.6K- 19.74% |
$217K - $220K
|
43.2K
$895K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.1K- 41.54% |
$228K - $231K
|
15.7K
$325K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-13K- 11.72% |
$266K - $269K
|
98K
$2.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-17.6K- 17.11% |
$361K - $365K
|
85.5K
$1.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-17.9K- 20.81% |
$367K - $371K
|
68.2K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-18.2K- 39.7% |
$373K - $378K
|
27.7K
$574K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-19.2K- 9.12% |
$393K - $397K
|
191K
$3.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-19.6K- 17.04% |
$401K - $406K
|
95.4K
$1.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-25.7K- 6.76% |
$526K - $532K
|
355K
$7.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-26.5K- 22.8% |
$542K - $549K
|
89.7K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-30.1K- 6.68% |
$616K - $623K
|
420K
$8.71M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-30.7K- 73.06% |
$629K - $637K
|
11.3K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31K- 65.53% |
$634K - $641K
|
16.3K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31K- 55.7% |
$636K - $643K
|
24.7K
$511K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-35.1K- 68.83% |
$719K - $727K
|
15.9K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-41.2K- 31.66% |
$843K - $853K
|
89K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-43.6K- 2.78% |
$892K - $902K
|
1.52M
$31.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-45.1K- 97.22% |
$923K - $934K
|
1.29K
$26.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-59.2K- 91.13% |
$1.21M - $1.23M
|
5.77K
$119K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-68K- 10.11% |
$1.39M - $1.41M
|
604K
$12.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-69.8K- 17.3% |
$1.43M - $1.45M
|
334K
$6.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-74.8K- 5.25% |
$1.53M - $1.55M
|
1.35M
$28M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-95.3K- 34.55% |
$1.95M - $1.97M
|
180K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-110K- 4.24% |
$2.24M - $2.27M
|
2.47M
$51.2M
|