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 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.37K- 4.99% |
$28.3K - $28.4K
|
26.1K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 9.51% |
$28.8K - $29K
|
13.3K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.45K- 74.96% |
$29.9K - $30.1K
|
485
$10.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.51K- 8.64% |
$31.1K - $31.3K
|
16K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.71K- 1.52% |
$35.3K - $35.5K
|
111K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.76K- 2.83% |
$36.3K - $36.5K
|
60.5K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.98K- 14.01% |
$40.9K - $41.1K
|
12.2K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.12K- 4.01% |
$43.6K - $43.9K
|
50.7K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.29K- 18.35% |
$47.1K - $47.4K
|
10.2K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.41K- 9.75% |
$49.6K - $49.9K
|
22.3K
$462K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.73K- 42.31% |
$56.1K - $56.4K
|
3.72K
$77K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.97K- 12.87% |
$61.1K - $61.4K
|
20.1K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.05K- 7.17% |
$62.9K - $63.2K
|
39.5K
$819K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.2K- 11.18% |
$66K - $66.3K
|
25.4K
$527K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.26K- 22.01% |
$67.2K - $67.6K
|
11.6K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.62K- 9.15% |
$74.6K - $74.9K
|
35.9K
$745K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.88K- 26.57% |
$79.9K - $80.3K
|
10.7K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-4.88K- 86.67% |
$100K - $101K
|
750
$15.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-5K- 16.56% |
$103K - $104K
|
25.2K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.17K- 12.56% |
$107K - $107K
|
36K
$747K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-5.2K- 10.73% |
$107K - $108K
|
43.3K
$897K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.26K- 8.95% |
$108K - $109K
|
53.5K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-5.38K- 7.41% |
$111K - $111K
|
67.2K
$1.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-6K- 8.21% |
$124K - $124K
|
67K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-6.09K- 32.89% |
$125K - $126K
|
12.4K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.12K- 10.14% |
$147K - $147K
|
63.1K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-7.51K- 21.28% |
$155K - $155K
|
27.8K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.39K- 10.67% |
$173K - $174K
|
70.2K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9.15K- 9.59% |
$189K - $190K
|
86.3K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-9.62K- 2.02% |
$198K - $199K
|
465K
$9.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.78K- 27.71% |
$201K - $202K
|
25.5K
$529K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-9.83K- 9.55% |
$202K - $204K
|
93.1K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10.2K- 19.26% |
$211K - $212K
|
42.9K
$889K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-10.6K- 9.08% |
$218K - $220K
|
106K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 1.12% |
$262K - $264K
|
1.12M
$23.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-12.7K- 8.5% |
$263K - $264K
|
137K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-13.3K- 18.99% |
$274K - $276K
|
56.8K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-13.4K- 13.72% |
$277K - $278K
|
84.5K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15K- 16.74% |
$309K - $311K
|
74.7K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-15.1K- 3.59% |
$311K - $313K
|
405K
$8.4M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-18.1K- 29.57% |
$374K - $376K
|
43.2K
$896K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.2K- 1.35% |
$375K - $377K
|
1.33M
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18.8K- 5.56% |
$388K - $390K
|
320K
$6.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.6K- 99.37% |
$403K - $405K
|
125
$2.59K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-19.6K- 6.87% |
$404K - $406K
|
266K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.2K- 0.39% |
$437K - $440K
|
5.38M
$112M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-21.3K- 1.4% |
$439K - $441K
|
1.5M
$31.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-24.8K- 98.82% |
$511K - $514K
|
297
$6.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-25.2K- 1.79% |
$518K - $521K
|
1.38M
$28.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-27.6K- 22.5% |
$568K - $571K
|
95K
$1.97M
|