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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.07K+ 2.15% |
$83.8K - $84.2K
|
194K
$4.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.07K+ 4.4% |
$83.7K - $84.2K
|
96.5K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.99KNew |
$82.2K - $82.6K
|
3.99K
$82.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.93K+ 25.77% |
$81K - $81.4K
|
19.2K
$398K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.92K+ 15.37% |
$80.8K - $81.2K
|
29.4K
$610K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.79K+ 5.56% |
$78.2K - $78.6K
|
72K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.74K+ 0.63% |
$77.1K - $77.5K
|
597K
$12.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.69K+ 3.06% |
$76K - $76.4K
|
124K
$2.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.65K+ 1.26% |
$75.3K - $75.7K
|
293K
$6.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.52K+ 1.05% |
$72.5K - $72.9K
|
339K
$7.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.44K+ 7.79% |
$70.8K - $71.2K
|
47.5K
$985K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.17K+ 17.86% |
$65.3K - $65.6K
|
20.9K
$433K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.12K+ 29.3% |
$64.3K - $64.6K
|
13.8K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.12K+ 7.02% |
$64.2K - $64.5K
|
47.5K
$985K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 12.65% |
$59.7K - $60K
|
25.8K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.73K+ 2.97% |
$56.2K - $56.5K
|
94.7K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.68K+ 3.35% |
$55.3K - $55.6K
|
82.9K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
BUY
|
- |
2.67K+ 2.4% |
$55K - $55.3K
|
114K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.56K+ 6.0% |
$52.6K - $52.9K
|
45.1K
$936K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.47K+ 1.66% |
$50.8K - $51.1K
|
151K
$3.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.43K+ 20.23% |
$50K - $50.2K
|
14.4K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.25K+ 3.02% |
$46.4K - $46.7K
|
76.9K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
2.23K+ 0.34% |
$46K - $46.2K
|
652K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.21K+ 21.63% |
$45.5K - $45.8K
|
12.4K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.08K+ 18.34% |
$42.9K - $43.2K
|
13.4K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.03K+ 7.27% |
$41.7K - $42K
|
29.9K
$620K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.99K+ 2.89% |
$41.1K - $41.3K
|
71K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.96K+ 6.03% |
$40.5K - $40.7K
|
34.6K
$716K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.95K+ 2.39% |
$40.2K - $40.4K
|
83.7K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.86K+ 17.11% |
$38.2K - $38.4K
|
12.7K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.82KNew |
$37.5K - $37.7K
|
1.82K
$37.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.6K+ 9.22% |
$33K - $33.2K
|
19K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.58KNew |
$32.6K - $32.7K
|
1.58K
$32.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.44K+ 0.75% |
$29.7K - $29.8K
|
193K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 0.59% |
$26.8K - $27K
|
221K
$4.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.25K+ 3.36% |
$25.7K - $25.9K
|
38.4K
$796K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.18K+ 5.88% |
$24.3K - $24.4K
|
21.2K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.12K+ 1.02% |
$23.1K - $23.2K
|
111K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.05K+ 0.67% |
$21.6K - $21.7K
|
158K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.03K+ 6.46% |
$21.2K - $21.3K
|
17K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1K+ 4.5% |
$20.6K - $20.7K
|
23.2K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1K+ 3.57% |
$20.6K - $20.7K
|
29K
$602K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
966+ 1.99% |
$19.9K - $20K
|
49.6K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
954+ 1.82% |
$19.7K - $19.8K
|
53.2K
$1.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
908+ 0.14% |
$18.7K - $18.8K
|
652K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
886+ 6.27% |
$18.3K - $18.3K
|
15K
$311K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
870+ 0.86% |
$17.9K - $18K
|
102K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
793+ 0.69% |
$16.3K - $16.4K
|
116K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
783+ 6.82% |
$16.1K - $16.2K
|
12.3K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
614+ 1.49% |
$12.6K - $12.7K
|
41.7K
$865K
|