Purchases and Sales Made in Q3 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 Q3 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 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
174K+ 6.31% |
$3.35M - $3.42M
|
2.94M
$57.4M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
158K+ 79.46% |
$3.03M - $3.1M
|
357K
$6.97M
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
118K+ 55.76% |
$2.27M - $2.32M
|
330K
$6.45M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
92.6K+ 10.66% |
$1.78M - $1.82M
|
961K
$18.8M
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
78.2K+ 16.48% |
$1.5M - $1.54M
|
553K
$10.8M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
53K+ 12.27% |
$1.02M - $1.04M
|
485K
$9.47M
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
46.5K+ 75.05% |
$893K - $913K
|
109K
$2.12M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
43K+ 3.11% |
$825K - $843K
|
1.43M
$27.9M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
40.4K+ 62.92% |
$775K - $792K
|
105K
$2.04M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
38.5K+ 8.22% |
$739K - $756K
|
507K
$9.9M
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
36.1K+ 2.63% |
$692K - $708K
|
1.41M
$27.5M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
34.9K+ 5.39% |
$669K - $684K
|
682K
$13.3M
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
26.9K+ 4.49% |
$517K - $529K
|
627K
$12.3M
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
24.2K+ 1.43% |
$465K - $476K
|
1.72M
$33.6M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
21K+ 29.79% |
$403K - $412K
|
91.5K
$1.79M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
20.1KNew |
$385K - $394K
|
20.1K
$392K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.1K+ 148.65% |
$348K - $356K
|
30.3K
$592K
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
18.1K+ 2.04% |
$347K - $354K
|
903K
$17.6M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
16.2K+ 19.97% |
$310K - $317K
|
97.1K
$1.9M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15.3KNew |
$294K - $301K
|
15.3K
$299K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
14.5K+ 25.8% |
$278K - $284K
|
70.6K
$1.38M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 58.66% |
$235K - $240K
|
33.1K
$647K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.3K+ 3.49% |
$217K - $222K
|
335K
$6.54M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.2K+ 3.4% |
$214K - $219K
|
339K
$6.63M
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
10.9KNew |
$209K - $213K
|
10.9K
$212K
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
10.6K+ 15.58% |
$204K - $209K
|
78.9K
$1.54M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.39K+ 62.98% |
$180K - $184K
|
24.3K
$475K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.3K+ 19.95% |
$179K - $183K
|
55.9K
$1.09M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.78K+ 7.43% |
$169K - $172K
|
127K
$2.48M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
7.42K+ 11.89% |
$142K - $146K
|
69.8K
$1.36M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6.5K+ 2.82% |
$125K - $128K
|
238K
$4.64M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.62K+ 913.82% |
$108K - $110K
|
6.24K
$122K
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.47K+ 3.48% |
$105K - $107K
|
163K
$3.18M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.44K+ 12.18% |
$105K - $107K
|
50.1K
$980K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.01K+ 1.72% |
$96.2K - $98.4K
|
296K
$5.77M
|
|
Oct 17, 2024
Q3 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
4.67K+ 0.59% |
$89.6K - $91.7K
|
800K
$15.6M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.2K+ 9.69% |
$80.6K - $82.4K
|
47.6K
$929K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.14K+ 0.82% |
$79.5K - $81.3K
|
507K
$9.91M
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.21K+ 9.57% |
$61.7K - $63.1K
|
36.8K
$719K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.78K+ 11.92% |
$53.3K - $54.5K
|
26.1K
$509K
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.56K+ 10.91% |
$49.1K - $50.2K
|
26K
$508K
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.41K+ 7.76% |
$27.1K - $27.7K
|
19.6K
$383K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
936New |
$18K - $18.4K
|
936
$18.3K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
860+ 3.7% |
$16.5K - $16.9K
|
24.1K
$472K
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
853+ 1.65% |
$16.4K - $16.7K
|
52.6K
$1.03M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
712+ 1.8% |
$13.7K - $14K
|
40.2K
$785K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
546+ 0.8% |
$10.5K - $10.7K
|
68.9K
$1.35M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
490New |
$9.41K - $9.62K
|
490
$9.57K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
397+ 1.49% |
$7.62K - $7.79K
|
27K
$528K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
366+ 3.08% |
$7.03K - $7.18K
|
12.3K
$240K
|