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
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
496New |
$10.2K - $10.3K
|
496
$10.3K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
490+ 2.28% |
$10.1K - $10.1K
|
22K
$456K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
486+ 1.84% |
$10K - $10.1K
|
26.9K
$558K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
481+ 3.64% |
$9.91K - $9.96K
|
13.7K
$284K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
473+ 1.77% |
$9.74K - $9.8K
|
27.2K
$563K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
456New |
$9.39K - $9.44K
|
456
$9.45K
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
433+ 1.26% |
$8.92K - $8.97K
|
34.9K
$724K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
411+ 0.31% |
$8.47K - $8.51K
|
132K
$2.75M
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
373+ 1.02% |
$7.68K - $7.72K
|
37.1K
$768K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
360New |
$7.42K - $7.46K
|
360
$7.46K
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
330+ 1.09% |
$6.8K - $6.83K
|
30.7K
$636K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
283+ 0.01% |
$5.83K - $5.86K
|
5.35M
$111M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
276+ 0.32% |
$5.69K - $5.72K
|
85.8K
$1.78M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
274+ 0.13% |
$5.64K - $5.67K
|
218K
$4.51M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
273+ 1.3% |
$5.62K - $5.65K
|
21.2K
$440K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
180+ 0.13% |
$3.71K - $3.73K
|
139K
$2.89M
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
154New |
$3.17K - $3.19K
|
154
$3.19K
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
81+ 0.06% |
$1.67K - $1.68K
|
141K
$2.92M
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
39+ 0.37% |
$803 - $808
|
10.5K
$218K
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
36+ 0.24% |
$742 - $746
|
15.1K
$312K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
35+ 0.19% |
$721 - $725
|
18.1K
$374K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 1.05% |
$453 - $456
|
2.12K
$43.9K
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
12+ 0.03% |
$247 - $249
|
41.4K
$859K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11+ 0.45% |
$227 - $228
|
2.48K
$51.4K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$20.6 - $20.7
|
1
$20.7
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15- 0.12% |
$309 - $311
|
12.9K
$267K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-24- 0.16% |
$494 - $497
|
14.9K
$309K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-106- 0.49% |
$2.18K - $2.2K
|
21.5K
$445K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-115- 0.09% |
$2.37K - $2.38K
|
123K
$2.54M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-211- 0.89% |
$4.35K - $4.37K
|
23.4K
$485K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-296- 0.62% |
$6.1K - $6.13K
|
47.1K
$977K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-320- 1.95% |
$6.59K - $6.63K
|
16.1K
$334K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-360- 2.06% |
$7.42K - $7.46K
|
17.2K
$356K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-371- 0.73% |
$7.64K - $7.68K
|
50.7K
$1.05M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-399- 0.73% |
$8.22K - $8.26K
|
54.5K
$1.13M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-439- 12.67% |
$9.04K - $9.09K
|
3.03K
$62.7K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-491- 2.69% |
$10.1K - $10.2K
|
17.8K
$369K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-618- 0.19% |
$12.7K - $12.8K
|
322K
$6.68M
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-644- 4.48% |
$13.3K - $13.3K
|
13.7K
$285K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-698- 1.21% |
$14.4K - $14.5K
|
57.2K
$1.19M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-790- 2.3% |
$16.3K - $16.4K
|
33.6K
$697K
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-824- 6.21% |
$17K - $17.1K
|
12.4K
$258K
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-878- 2.31% |
$18.1K - $18.2K
|
37.1K
$770K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-930- 7.62% |
$19.2K - $19.3K
|
11.3K
$234K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-947- 5.14% |
$19.5K - $19.6K
|
17.5K
$363K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1K- 7.97% |
$20.6K - $20.7K
|
11.5K
$239K
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.01K- 12.12% |
$20.8K - $20.9K
|
7.33K
$152K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.01K- 3.18% |
$20.8K - $20.9K
|
30.8K
$639K
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.36K- 2.58% |
$27.9K - $28.1K
|
51.2K
$1.06M
|