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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
17+ 0.17% |
$341 - $348
|
10K
$208K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
17New |
$341 - $348
|
17
$352
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9+ 0.16% |
$181 - $184
|
5.55K
$115K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$40.2 - $40.9
|
2
$41.4
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-38- 1.19% |
$763 - $777
|
3.15K
$65.2K
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-98- 0.23% |
$1.97K - $2K
|
41.9K
$869K
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-150- 0.35% |
$3.01K - $3.07K
|
43.3K
$896K
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-201- 0.29% |
$4.04K - $4.11K
|
69.8K
$1.44M
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-215- 7.13% |
$4.32K - $4.4K
|
2.8K
$58K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-219- 0.39% |
$4.4K - $4.48K
|
55.3K
$1.14M
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-222- 0.38% |
$4.46K - $4.54K
|
58.2K
$1.21M
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-231- 39.76% |
$4.64K - $4.72K
|
350
$7.25K
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-277- 0.03% |
$5.56K - $5.66K
|
982K
$20.3M
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-303- 1.36% |
$6.08K - $6.2K
|
22K
$456K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-353- 25.05% |
$7.09K - $7.22K
|
1.06K
$21.9K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-357- 2.24% |
$7.17K - $7.3K
|
15.6K
$323K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-366- 2.17% |
$7.35K - $7.48K
|
16.5K
$342K
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-411- 3.29% |
$8.25K - $8.4K
|
12.1K
$251K
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-505- 2.59% |
$10.1K - $10.3K
|
19K
$394K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-518- 3.23% |
$10.4K - $10.6K
|
15.5K
$321K
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-550- 1.0% |
$11K - $11.2K
|
54.7K
$1.13M
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-567- 4.73% |
$11.4K - $11.6K
|
11.4K
$236K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-583- 3.29% |
$11.7K - $11.9K
|
17.2K
$355K
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-660- 1.78% |
$13.3K - $13.5K
|
36.4K
$753K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-800- 11.05% |
$16.1K - $16.4K
|
6.44K
$133K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-913- 29.39% |
$18.3K - $18.7K
|
2.19K
$45.4K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-959- 1.47% |
$19.3K - $19.6K
|
64.2K
$1.33M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-992- 8.43% |
$19.9K - $20.3K
|
10.8K
$223K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.02K- 2.54% |
$20.5K - $20.9K
|
39.3K
$813K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.03K- 7.33% |
$20.7K - $21.1K
|
13K
$270K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.04K- 0.63% |
$20.9K - $21.2K
|
165K
$3.41M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 13.36% |
$20.9K - $21.3K
|
6.75K
$140K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.07K- 2.4% |
$21.4K - $21.8K
|
43.4K
$899K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 4.05% |
$21.7K - $22.1K
|
25.6K
$531K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.11K- 5.59% |
$22.3K - $22.7K
|
18.7K
$388K
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 0.35% |
$23.5K - $23.9K
|
333K
$6.91M
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.2K- 7.03% |
$24.1K - $24.5K
|
15.9K
$329K
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.28K- 1.11% |
$25.7K - $26.1K
|
113K
$2.35M
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.3K- 21.27% |
$26.1K - $26.6K
|
4.81K
$99.7K
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.31K- 7.41% |
$26.3K - $26.8K
|
16.4K
$339K
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.37K- 1.0% |
$27.5K - $28K
|
136K
$2.82M
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.37K- 3.75% |
$27.5K - $28.1K
|
35.3K
$730K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.43K- 4.2% |
$28.7K - $29.2K
|
32.6K
$675K
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-1.63K- 3.14% |
$32.6K - $33.2K
|
50.1K
$1.04M
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.65K- 2.97% |
$33K - $33.6K
|
53.7K
$1.11M
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.77K- 10.98% |
$35.5K - $36.2K
|
14.3K
$297K
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.88K- 5.1% |
$37.7K - $38.3K
|
34.9K
$723K
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 4.55% |
$37.8K - $38.5K
|
39.5K
$818K
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.04K- 6.44% |
$40.9K - $41.6K
|
29.6K
$613K
|