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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.3K+ 0.65% |
$887K - $897K
|
7.2M
$140M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
45.1K+ 19.8% |
$864K - $873K
|
273K
$5.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
43.4K+ 75.02% |
$830K - $840K
|
101K
$1.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
41.1K+ 9.14% |
$787K - $796K
|
491K
$9.54M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
37.6K+ 12.96% |
$720K - $728K
|
328K
$6.36M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.9K+ 8.74% |
$688K - $696K
|
447K
$8.68M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
35.9K+ 31.19% |
$687K - $695K
|
151K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
35.6KNew |
$682K - $689K
|
35.6K
$692K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
35.5K+ 11.28% |
$679K - $687K
|
350K
$6.8M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.5K+ 4.95% |
$660K - $668K
|
731K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
33.1KNew |
$633K - $640K
|
33.1K
$642K
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
32.9K+ 1.98% |
$630K - $638K
|
1.69M
$32.9M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.7K+ 24.7% |
$607K - $613K
|
160K
$3.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
30.8K+ 18.57% |
$590K - $597K
|
197K
$3.82M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30.7K+ 74.57% |
$588K - $595K
|
71.9K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
30.3K+ 10.79% |
$580K - $586K
|
311K
$6.04M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
30.1KNew |
$577K - $584K
|
30.1K
$585K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
28.9K+ 10.59% |
$553K - $560K
|
302K
$5.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
28.8K+ 7.1% |
$552K - $558K
|
435K
$8.45M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
28.1K+ 9.39% |
$539K - $545K
|
328K
$6.37M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.9K+ 11.01% |
$535K - $541K
|
282K
$5.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
27.9K+ 56.87% |
$533K - $540K
|
76.8K
$1.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
27.4K+ 6.69% |
$525K - $531K
|
437K
$8.5M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.8K+ 35.05% |
$513K - $519K
|
103K
$2M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.6KNew |
$489K - $495K
|
25.6K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25.5KNew |
$489K - $494K
|
25.5K
$496K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
25.3K+ 12.55% |
$484K - $489K
|
227K
$4.4M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
24.8KNew |
$475K - $481K
|
24.8K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.6K+ 12.67% |
$471K - $477K
|
219K
$4.25M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
24.3K+ 3.52% |
$465K - $471K
|
715K
$13.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
23.1K+ 8.51% |
$443K - $448K
|
295K
$5.74M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
22.6K+ 171.53% |
$432K - $437K
|
35.7K
$694K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.7K+ 3.65% |
$415K - $420K
|
616K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
21KNew |
$402K - $407K
|
21K
$408K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
20.9KNew |
$399K - $404K
|
20.9K
$405K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
19.7K+ 13.86% |
$378K - $382K
|
162K
$3.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
18.8KNew |
$359K - $363K
|
18.8K
$364K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
18KNew |
$345K - $349K
|
18K
$350K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
18K+ 12.69% |
$344K - $348K
|
159K
$3.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
17.2KNew |
$330K - $334K
|
17.2K
$335K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.1KNew |
$327K - $331K
|
17.1K
$332K
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
17K+ 4.79% |
$325K - $328K
|
371K
$7.21M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.8K+ 5342.68% |
$321K - $325K
|
17.1K
$332K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.7KNew |
$319K - $323K
|
16.7K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.6KNew |
$318K - $322K
|
16.6K
$323K
|
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
16.6K+ 2.12% |
$317K - $321K
|
797K
$15.5M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.1K+ 12.1% |
$308K - $312K
|
149K
$2.89M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
15.7KNew |
$301K - $304K
|
15.7K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.4KNew |
$295K - $298K
|
15.4K
$299K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.1K+ 131.53% |
$289K - $292K
|
26.5K
$516K
|