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 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34.3K- 4.79% |
$689K - $702K
|
683K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.4K- 18.98% |
$791K - $805K
|
168K
$3.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-40.9K- 3.01% |
$821K - $836K
|
1.32M
$27.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-46.7K- 6.72% |
$937K - $955K
|
647K
$13.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-53K- 24.94% |
$1.06M - $1.08M
|
159K
$3.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-53.2K- 13.32% |
$1.07M - $1.09M
|
346K
$7.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-65.7K- 11.3% |
$1.32M - $1.34M
|
515K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-78.3K- 20.55% |
$1.57M - $1.6M
|
303K
$6.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-84.3K- 4.74% |
$1.69M - $1.72M
|
1.69M
$35M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-113K- 17.19% |
$2.27M - $2.31M
|
545K
$11.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-122K- 56.03% |
$2.44M - $2.49M
|
95.5K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-137K- 16.19% |
$2.75M - $2.8M
|
709K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-158K- 28.16% |
$3.17M - $3.23M
|
403K
$8.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-210K- 88.16% |
$4.22M - $4.3M
|
28.2K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-274K- 5.15% |
$5.5M - $5.6M
|
5.05M
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-301K- 12.97% |
$6.04M - $6.15M
|
2.02M
$41.7M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-360K- 69.87% |
$7.22M - $7.36M
|
155K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-464K- 7.71% |
$9.31M - $9.48M
|
5.55M
$115M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.51M- 65.02% |
$30.3M - $30.8M
|
812K
$16.8M
|