Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
44.5K+ 4.77% |
$916K - $921K
|
976K
$20.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.7K+ 3391.93% |
$900K - $905K
|
45K
$932K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
42.1K+ 7.49% |
$868K - $873K
|
605K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.9K+ 97.01% |
$863K - $868K
|
85.1K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
41.8KNew |
$861K - $866K
|
41.8K
$866K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.7K+ 13.53% |
$839K - $844K
|
342K
$7.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39.9K+ 49.59% |
$821K - $825K
|
120K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
39KNew |
$803K - $807K
|
39K
$808K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
37.4K+ 25.63% |
$770K - $774K
|
183K
$3.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
36.6KNew |
$755K - $759K
|
36.6K
$760K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
36KNew |
$742K - $746K
|
36K
$747K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
35.8KNew |
$738K - $742K
|
35.8K
$743K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
35.7K+ 8.32% |
$736K - $740K
|
465K
$9.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
35K+ 9.85% |
$720K - $724K
|
390K
$8.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
34.9KNew |
$718K - $722K
|
34.9K
$723K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
34.9KNew |
$718K - $722K
|
34.9K
$722K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
34.4K+ 2.17% |
$708K - $712K
|
1.62M
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.1K+ 3.04% |
$703K - $707K
|
1.16M
$24M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
33.8K+ 3.12% |
$697K - $701K
|
1.12M
$23.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
33.4K+ 23.96% |
$687K - $691K
|
173K
$3.58M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.3K+ 63.81% |
$664K - $668K
|
82.8K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
32K+ 46.47% |
$658K - $662K
|
101K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
29KNew |
$596K - $600K
|
29K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
27.4K+ 32.69% |
$565K - $568K
|
111K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
27.2K+ 2.46% |
$561K - $564K
|
1.13M
$23.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
26.5KNew |
$546K - $548K
|
26.5K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
26.4K+ 43.7% |
$544K - $546K
|
86.8K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.2KNew |
$519K - $522K
|
25.2K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
24.3K+ 12.1% |
$500K - $502K
|
225K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24K+ 76.09% |
$493K - $496K
|
55.4K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
21.7K+ 18.14% |
$448K - $450K
|
142K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
21.4KNew |
$441K - $443K
|
21.4K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
21.3K+ 79.44% |
$440K - $442K
|
48.2K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
20.4KNew |
$421K - $423K
|
20.4K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
19.8KNew |
$408K - $411K
|
19.8K
$411K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
19.6KNew |
$404K - $406K
|
19.6K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.1K+ 4.98% |
$394K - $396K
|
403K
$8.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.8K+ 5.38% |
$388K - $390K
|
369K
$7.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
18.7K+ 17.75% |
$384K - $386K
|
124K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
18.2K+ 16.86% |
$374K - $376K
|
126K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
17.5K+ 3.05% |
$361K - $363K
|
593K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.3KNew |
$357K - $359K
|
17.3K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17.3KNew |
$357K - $359K
|
17.3K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
16.7K+ 7.65% |
$344K - $346K
|
235K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
16.4KNew |
$337K - $339K
|
16.4K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
15.8K+ 8.77% |
$325K - $327K
|
196K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.7KNew |
$324K - $326K
|
15.7K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
15.6KNew |
$321K - $323K
|
15.6K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
15.2K+ 2.13% |
$314K - $316K
|
729K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
15.1K+ 8.0% |
$311K - $313K
|
204K
$4.23M
|