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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.45K+ 25.27% |
$85.2K - $86.2K
|
22.1K
$429K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.34K+ 33.83% |
$83.1K - $84K
|
17.2K
$333K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.27K+ 5.27% |
$81.7K - $82.7K
|
85.2K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.93KNew |
$75.2K - $76K
|
3.93K
$76.3K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.84K+ 2.26% |
$73.5K - $74.4K
|
174K
$3.38M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.7K+ 522.6% |
$70.9K - $71.7K
|
4.41K
$85.6K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.7K+ 7.88% |
$70.8K - $71.6K
|
50.6K
$983K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.64K+ 32.07% |
$69.6K - $70.4K
|
15K
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.44K+ 27.2% |
$65.8K - $66.6K
|
16.1K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.42K+ 10.43% |
$65.5K - $66.3K
|
36.2K
$704K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.4K+ 22.85% |
$65K - $65.8K
|
18.3K
$355K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.32K+ 75.98% |
$63.5K - $64.3K
|
7.69K
$149K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
3.07K+ 2.28% |
$58.8K - $59.4K
|
138K
$2.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.04K+ 2.74% |
$58.3K - $58.9K
|
114K
$2.22M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.88K+ 1.84% |
$55.2K - $55.8K
|
160K
$3.1M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.66K+ 13.71% |
$50.9K - $51.5K
|
22K
$428K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.65K+ 9.48% |
$50.8K - $51.4K
|
30.6K
$595K
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.6K+ 12.98% |
$49.8K - $50.4K
|
22.6K
$440K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.3K+ 7.7% |
$44K - $44.6K
|
32.2K
$625K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.2K+ 143.72% |
$42.1K - $42.5K
|
3.72K
$72.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.07K+ 3.02% |
$39.6K - $40.1K
|
70.7K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.03K+ 5.34% |
$38.8K - $39.2K
|
40K
$777K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2K+ 16.43% |
$38.3K - $38.7K
|
14.2K
$275K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2K+ 9.58% |
$38.2K - $38.6K
|
22.8K
$444K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.75K+ 3.74% |
$33.6K - $33.9K
|
48.6K
$944K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.74K+ 1.3% |
$33.3K - $33.6K
|
135K
$2.62M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.67K+ 5.62% |
$32K - $32.3K
|
31.4K
$609K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.64K+ 43.11% |
$31.4K - $31.8K
|
5.44K
$106K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 13.47% |
$27.8K - $28.1K
|
12.2K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.39K+ 1.48% |
$26.7K - $27K
|
95.7K
$1.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.38K+ 1.52% |
$26.3K - $26.6K
|
91.9K
$1.79M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.3K+ 1.97% |
$25K - $25.2K
|
67.6K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.27K+ 1.45% |
$24.4K - $24.6K
|
88.9K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.23KNew |
$23.6K - $23.8K
|
1.23K
$23.9K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.15K+ 1.14% |
$22K - $22.3K
|
102K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.11K+ 4.37% |
$21.3K - $21.5K
|
26.5K
$515K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.09K+ 2.63% |
$20.8K - $21.1K
|
42.5K
$825K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
988+ 2.02% |
$18.9K - $19.1K
|
49.8K
$968K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
973+ 6.33% |
$18.6K - $18.8K
|
16.4K
$318K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
916New |
$17.5K - $17.7K
|
916
$17.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
855+ 1.37% |
$16.4K - $16.6K
|
63.4K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
846+ 0.93% |
$16.2K - $16.4K
|
91.8K
$1.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
830+ 1.63% |
$15.9K - $16.1K
|
51.6K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
811+ 3.06% |
$15.5K - $15.7K
|
27.3K
$531K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
691+ 16.31% |
$13.2K - $13.4K
|
4.93K
$95.8K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
668+ 3.14% |
$12.8K - $12.9K
|
22K
$427K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
629+ 2.87% |
$12K - $12.2K
|
22.5K
$437K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
625+ 2.97% |
$12K - $12.1K
|
21.7K
$422K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
622+ 0.94% |
$11.9K - $12K
|
66.7K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
554+ 1.2% |
$10.6K - $10.7K
|
46.9K
$910K
|