Purchases and Sales Made in Q1 2024 in Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.1M+ 1176.2% |
$442M - $447M
|
25.1M
$487M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33M+ 41.99% |
$25.4M - $25.7M
|
4.49M
$87.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.24M+ 1014.46% |
$23.7M - $24M
|
1.36M
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
841K+ 21.3% |
$16.1M - $16.3M
|
4.79M
$93.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
813KNew |
$15.6M - $15.8M
|
813K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
725K+ 25.21% |
$13.9M - $14M
|
3.6M
$69.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
685K+ 10.52% |
$13.1M - $13.3M
|
7.2M
$140M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
685K+ 10.52% |
$13.1M - $13.3M
|
7.2M
$140M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
439K+ 24.05% |
$8.42M - $8.51M
|
2.27M
$44M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
423K+ 48.3% |
$8.11M - $8.2M
|
1.3M
$25.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
364K+ 6.47% |
$6.97M - $7.05M
|
5.99M
$116M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
341K+ 14.61% |
$6.53M - $6.6M
|
2.67M
$51.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
255K+ 22.95% |
$4.89M - $4.94M
|
1.37M
$26.6M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
221K+ 8.8% |
$4.23M - $4.28M
|
2.74M
$53.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
216K+ 56.27% |
$4.13M - $4.17M
|
598K
$11.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
210KNew |
$4.02M - $4.06M
|
210K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
182K+ 46.97% |
$3.48M - $3.52M
|
569K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
180K+ 34.25% |
$3.45M - $3.49M
|
706K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
154K+ 10.84% |
$2.95M - $2.99M
|
1.58M
$30.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
141K+ 5.79% |
$2.7M - $2.73M
|
2.58M
$50M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
134K+ 17.98% |
$2.57M - $2.6M
|
881K
$17.1M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
131K+ 15.58% |
$2.51M - $2.54M
|
974K
$18.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
129KNew |
$2.47M - $2.5M
|
129K
$2.51M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
123K+ 8.51% |
$2.36M - $2.39M
|
1.57M
$30.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
123K+ 48.89% |
$2.36M - $2.39M
|
376K
$7.3M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
123K+ 11.74% |
$2.35M - $2.38M
|
1.17M
$22.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
112K+ 24.83% |
$2.14M - $2.16M
|
562K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
110K+ 15.61% |
$2.11M - $2.13M
|
815K
$15.8M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
104KNew |
$2M - $2.02M
|
104K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
104K+ 55.99% |
$1.99M - $2.02M
|
290K
$5.63M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
104K+ 9.5% |
$1.98M - $2M
|
1.19M
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
102K+ 74.89% |
$1.96M - $1.98M
|
239K
$4.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
100K+ 9.12% |
$1.92M - $1.94M
|
1.2M
$23.3M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
98.8K+ 147.21% |
$1.89M - $1.91M
|
166K
$3.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
94.3K+ 7.57% |
$1.81M - $1.83M
|
1.34M
$26.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.7KNew |
$1.6M - $1.62M
|
83.7K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
81.1KNew |
$1.55M - $1.57M
|
81.1K
$1.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
78.1K+ 226.73% |
$1.49M - $1.51M
|
112K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
73.8K+ 26.41% |
$1.41M - $1.43M
|
353K
$6.86M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
73.5K+ 13.68% |
$1.41M - $1.42M
|
610K
$11.9M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
72.6K+ 66.36% |
$1.39M - $1.41M
|
182K
$3.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
71.5K+ 19.56% |
$1.37M - $1.39M
|
437K
$8.49M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
70.4K+ 39.54% |
$1.35M - $1.36M
|
248K
$4.83M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
62.1K+ 55.3% |
$1.19M - $1.2M
|
174K
$3.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
61.8K+ 7.67% |
$1.18M - $1.2M
|
867K
$16.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
60.4KNew |
$1.16M - $1.17M
|
60.4K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
58.7K+ 3.99% |
$1.12M - $1.14M
|
1.53M
$29.7M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
53.7KNew |
$1.03M - $1.04M
|
53.7K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
52.7K+ 3.3% |
$1.01M - $1.02M
|
1.65M
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.4K+ 90.84% |
$985K - $996K
|
108K
$2.1M
|