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 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
532+ 2.56% |
$10.2K - $10.3K
|
21.3K
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
474+ 3.05% |
$9.08K - $9.18K
|
16K
$311K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
465New |
$8.9K - $9.01K
|
465
$9.03K
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
453+ 0.28% |
$8.67K - $8.77K
|
161K
$3.14M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
423New |
$8.1K - $8.19K
|
423
$8.22K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
395+ 2.95% |
$7.56K - $7.65K
|
13.8K
$268K
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
252+ 0.93% |
$4.83K - $4.88K
|
27.3K
$531K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
210+ 2.4% |
$4.02K - $4.07K
|
8.94K
$174K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
179+ 17900.0% |
$3.43K - $3.47K
|
180
$3.5K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
140+ 0.53% |
$2.68K - $2.71K
|
26.4K
$513K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
97+ 0.93% |
$1.86K - $1.88K
|
10.5K
$204K
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
96+ 0.93% |
$1.84K - $1.86K
|
10.4K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
82New |
$1.57K - $1.59K
|
82
$1.59K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
64+ 0.93% |
$1.23K - $1.24K
|
6.95K
$135K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
59+ 0.04% |
$1.13K - $1.14K
|
132K
$2.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
31+ 0.25% |
$594 - $600
|
12.5K
$243K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
29+ 0.94% |
$555 - $562
|
3.12K
$60.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2- -0.0% |
$38.3 - $38.7
|
109K
$2.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-29- 0.2% |
$555 - $562
|
14.4K
$280K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-37- 0.08% |
$709 - $717
|
47.3K
$920K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-89- 0.17% |
$1.7K - $1.72K
|
53.2K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-150- 0.38% |
$2.87K - $2.91K
|
39.4K
$765K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-234- 0.35% |
$4.48K - $4.53K
|
66.5K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-310- 0.74% |
$5.94K - $6K
|
41.6K
$808K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-565- 3.94% |
$10.8K - $10.9K
|
13.8K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-711- 2.11% |
$13.6K - $13.8K
|
32.9K
$640K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-824- 1.1% |
$15.8K - $16K
|
74.4K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-839- 0.78% |
$16.1K - $16.3K
|
106K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.16K- 18.07% |
$22.2K - $22.4K
|
5.25K
$102K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.26K- 1.68% |
$24K - $24.3K
|
73.4K
$1.43M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1.33K- 45.62% |
$25.5K - $25.7K
|
1.58K
$30.8K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.42K- 3.82% |
$27.3K - $27.6K
|
35.9K
$698K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.5K- 71.43% |
$28.7K - $29.1K
|
600
$11.7K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.64K- 1.04% |
$31.4K - $31.8K
|
156K
$3.04M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.66K- 4.64% |
$31.7K - $32.1K
|
34.1K
$662K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.97K- 7.35% |
$37.6K - $38.1K
|
24.8K
$481K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.97K- 3.62% |
$37.7K - $38.1K
|
52.4K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.98K- 6.28% |
$37.9K - $38.3K
|
29.5K
$574K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.11K- 14.59% |
$40.4K - $40.9K
|
12.4K
$240K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.24K- 5.27% |
$42.8K - $43.3K
|
40.2K
$782K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 4.79% |
$46.2K - $46.8K
|
48K
$933K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.49K- 5.1% |
$47.6K - $48.2K
|
46.2K
$899K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-2.62K- 19.12% |
$50.2K - $50.7K
|
11.1K
$215K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.72K- 4.1% |
$52.1K - $52.7K
|
63.7K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.73K- 89.8% |
$52.2K - $52.8K
|
310
$6.02K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-2.77K- 10.02% |
$53K - $53.6K
|
24.9K
$483K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.25K- 0.65% |
$62.2K - $62.9K
|
499K
$9.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-4.65K- 2.09% |
$89K - $90K
|
218K
$4.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.8K- 14.02% |
$91.9K - $93K
|
29.4K
$572K
|