Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.56M+ 25.95% |
$192M - $196M
|
46.4M
$961M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.58M+ 79.29% |
$31.8M - $32.3M
|
3.58M
$74.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
805K+ 19.0% |
$16.2M - $16.5M
|
5.04M
$104M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
787KNew |
$15.8M - $16.1M
|
787K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
785K+ 146.15% |
$15.8M - $16M
|
1.32M
$27.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
738K+ 770.55% |
$14.8M - $15.1M
|
834K
$17.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
684K+ 39.22% |
$13.7M - $14M
|
2.43M
$50.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
621K+ 1293.58% |
$12.5M - $12.7M
|
668K
$13.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
618K+ 1817.37% |
$12.4M - $12.6M
|
652K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
477K+ 352.4% |
$9.57M - $9.75M
|
612K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
448K+ 40.74% |
$9.01M - $9.17M
|
1.55M
$32.1M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
406KNew |
$8.15M - $8.3M
|
406K
$8.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
388K+ 67.77% |
$7.78M - $7.93M
|
960K
$19.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
342KNew |
$6.87M - $7M
|
342K
$7.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
280K+ 283.24% |
$5.61M - $5.72M
|
378K
$7.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
244K+ 5.58% |
$4.91M - $5M
|
4.62M
$95.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
232K+ 40.31% |
$4.66M - $4.75M
|
808K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
223K+ 235.35% |
$4.49M - $4.57M
|
318K
$6.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
211KNew |
$4.25M - $4.32M
|
211K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
205K+ 69.75% |
$4.12M - $4.19M
|
499K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
198KNew |
$3.97M - $4.05M
|
198K
$4.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
187K+ 12.41% |
$3.76M - $3.83M
|
1.7M
$35.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
183K+ 17.53% |
$3.68M - $3.75M
|
1.23M
$25.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
180K+ 23.03% |
$3.6M - $3.67M
|
959K
$19.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
169K+ 234.77% |
$3.39M - $3.46M
|
241K
$4.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
153K+ 13.05% |
$3.08M - $3.14M
|
1.33M
$27.5M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
142KNew |
$2.84M - $2.89M
|
142K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
130KNew |
$2.62M - $2.67M
|
130K
$2.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
130KNew |
$2.61M - $2.66M
|
130K
$2.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
119K+ 66.7% |
$2.38M - $2.43M
|
296K
$6.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
105K+ 7.62% |
$2.11M - $2.15M
|
1.48M
$30.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
103K+ 61.46% |
$2.07M - $2.11M
|
271K
$5.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
100K+ 13.22% |
$2.01M - $2.05M
|
859K
$17.8M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
98.4KNew |
$1.98M - $2.01M
|
98.4K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
90K+ 17.46% |
$1.81M - $1.84M
|
605K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
89.8K+ 8.28% |
$1.8M - $1.84M
|
1.18M
$24.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
87.4K+ 211.85% |
$1.75M - $1.79M
|
129K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
83.4K+ 9.3% |
$1.68M - $1.71M
|
981K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
81K+ 29.51% |
$1.63M - $1.66M
|
356K
$7.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
79.4KNew |
$1.59M - $1.62M
|
79.4K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
78.9K+ 2026.54% |
$1.58M - $1.61M
|
82.8K
$1.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
75.9KNew |
$1.52M - $1.55M
|
75.9K
$1.57M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
74.1KNew |
$1.49M - $1.51M
|
74.1K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
71.4K+ 489.24% |
$1.43M - $1.46M
|
85.9K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
71KNew |
$1.42M - $1.45M
|
71K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
68.7KNew |
$1.38M - $1.4M
|
68.7K
$1.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
66.5K+ 12.38% |
$1.34M - $1.36M
|
604K
$12.5M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
63.4KNew |
$1.27M - $1.3M
|
63.4K
$1.31M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
57.1KNew |
$1.15M - $1.17M
|
57.1K
$1.18M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
55.4K+ 198.28% |
$1.11M - $1.13M
|
83.4K
$1.73M
|