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 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15KNew |
$287K - $290K
|
15K
$291K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
14.3K+ 4.86% |
$274K - $277K
|
309K
$6M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
14.1K+ 4.25% |
$270K - $273K
|
346K
$6.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.5K+ 22.04% |
$258K - $261K
|
74.7K
$1.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
13.3K+ 21.43% |
$254K - $257K
|
75.1K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
13.2K+ 14.7% |
$254K - $256K
|
103K
$2.01M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 52.6% |
$252K - $255K
|
38.2K
$743K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13.1K+ 9.88% |
$251K - $254K
|
146K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.9K+ 37.6% |
$247K - $250K
|
47.2K
$917K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.6KNew |
$242K - $245K
|
12.6K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
12.3K+ 5.71% |
$235K - $238K
|
227K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2KNew |
$233K - $236K
|
12.2K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
12.1KNew |
$232K - $235K
|
12.1K
$236K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11.9K+ 9.67% |
$227K - $230K
|
135K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 1.9% |
$227K - $229K
|
636K
$12.4M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.7KNew |
$225K - $227K
|
11.7K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6KNew |
$221K - $224K
|
11.6K
$225K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.4KNew |
$219K - $222K
|
11.4K
$223K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 4.71% |
$217K - $219K
|
252K
$4.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
11.3K+ 4.48% |
$217K - $219K
|
264K
$5.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
11.3K+ 7.87% |
$216K - $219K
|
155K
$3.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.3K+ 69.23% |
$216K - $218K
|
27.6K
$536K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
10.9K+ 16.49% |
$209K - $211K
|
77.1K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.7KNew |
$205K - $208K
|
10.7K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.7K+ 27.37% |
$205K - $207K
|
49.8K
$969K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10.7K+ 17.68% |
$204K - $207K
|
71K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.35K+ 8.61% |
$179K - $181K
|
118K
$2.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
9.22K+ 36.76% |
$177K - $179K
|
34.3K
$667K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.21K+ 8.42% |
$176K - $178K
|
119K
$2.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.2K+ 6.7% |
$176K - $178K
|
146K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.69K+ 14.84% |
$166K - $168K
|
67.2K
$1.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8.5K+ 43.37% |
$163K - $165K
|
28.1K
$547K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.42K+ 8.97% |
$161K - $163K
|
102K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
8.35K+ 11.58% |
$160K - $162K
|
80.5K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.76K+ 36.61% |
$149K - $150K
|
28.9K
$563K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.52K+ 2.28% |
$144K - $146K
|
338K
$6.57M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
7.35K+ 8.6% |
$141K - $142K
|
92.7K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.12K+ 23.84% |
$136K - $138K
|
37K
$719K
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
6.72K+ 10.27% |
$129K - $130K
|
72.2K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
6.57K+ 26.93% |
$126K - $127K
|
31K
$602K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.52K+ 1.03% |
$125K - $126K
|
639K
$12.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.43K+ 32.86% |
$123K - $125K
|
26K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
6.18K+ 9.21% |
$118K - $120K
|
73.2K
$1.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
6KNew |
$115K - $116K
|
6K
$117K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5.81K+ 2.41% |
$111K - $113K
|
247K
$4.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.73K+ 10.61% |
$110K - $111K
|
59.7K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.4K+ 11.6% |
$103K - $105K
|
51.9K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.26K+ 13.79% |
$101K - $102K
|
43.4K
$843K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.04K+ 12.76% |
$96.5K - $97.6K
|
44.5K
$866K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.47K+ 5.15% |
$85.6K - $86.6K
|
91.3K
$1.78M
|