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 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
36.7K+ 42.3% |
$704K - $720K
|
123K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
36.1K+ 24.79% |
$693K - $709K
|
182K
$3.54M
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
36.1K+ 2.63% |
$692K - $708K
|
1.41M
$27.4M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
34.9K+ 5.39% |
$669K - $684K
|
682K
$13.3M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
34.8KNew |
$667K - $682K
|
34.8K
$676K
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
32.6KNew |
$626K - $640K
|
32.6K
$634K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
31.6K+ 3.58% |
$607K - $620K
|
915K
$17.8M
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
29.8K+ 13.6% |
$572K - $585K
|
249K
$4.84M
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
29.2K+ 8.81% |
$560K - $572K
|
360K
$7.01M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.5K+ 9.05% |
$529K - $540K
|
332K
$6.45M
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
26.9K+ 4.49% |
$517K - $529K
|
627K
$12.2M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
26.6K+ 15.7% |
$511K - $522K
|
196K
$3.81M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26K+ 25.72% |
$499K - $511K
|
127K
$2.47M
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
25.7KNew |
$493K - $504K
|
25.7K
$500K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
24.5K+ 15.57% |
$470K - $481K
|
182K
$3.54M
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
24.2K+ 1.43% |
$465K - $476K
|
1.72M
$33.4M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.8K+ 118.26% |
$438K - $447K
|
42.1K
$818K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
21.1KNew |
$406K - $415K
|
21.1K
$411K
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
21K+ 2.0% |
$404K - $413K
|
1.07M
$20.8M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
21K+ 29.79% |
$403K - $412K
|
91.5K
$1.78M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20.8K+ 20.33% |
$400K - $409K
|
123K
$2.4M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20.7K+ 5.68% |
$397K - $405K
|
384K
$7.47M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
20.1KNew |
$385K - $394K
|
20.1K
$390K
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
19.8K+ 5.18% |
$379K - $388K
|
402K
$7.81M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.7K+ 29.78% |
$379K - $387K
|
86K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.6K+ 3.49% |
$376K - $385K
|
581K
$11.3M
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
19.5K+ 40.31% |
$374K - $383K
|
67.9K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19.3K+ 5.09% |
$371K - $379K
|
399K
$7.76M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.4K+ 6.06% |
$354K - $362K
|
323K
$6.28M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.1K+ 148.65% |
$348K - $356K
|
30.3K
$589K
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
18.1K+ 2.04% |
$347K - $354K
|
903K
$17.6M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18K+ 5.84% |
$346K - $353K
|
326K
$6.35M
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
17.7KNew |
$341K - $348K
|
17.7K
$345K
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
17.6K+ 4.64% |
$339K - $346K
|
398K
$7.73M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
16.3K+ 17.11% |
$314K - $321K
|
112K
$2.17M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
16.2K+ 19.97% |
$310K - $317K
|
97.1K
$1.89M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15.8KNew |
$304K - $311K
|
15.8K
$308K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
15.6K+ 17.99% |
$300K - $307K
|
103K
$2M
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
15.4K+ 8.81% |
$295K - $302K
|
190K
$3.69M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15.3KNew |
$294K - $301K
|
15.3K
$298K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
14.5K+ 25.8% |
$278K - $284K
|
70.6K
$1.37M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.3KNew |
$256K - $261K
|
13.3K
$259K
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
13.2K+ 4.2% |
$254K - $260K
|
328K
$6.39M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.9K+ 71.22% |
$248K - $254K
|
31.1K
$604K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.9KNew |
$248K - $254K
|
12.9K
$251K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.9K+ 3.8% |
$248K - $253K
|
353K
$6.86M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12.9K+ 21.28% |
$248K - $253K
|
73.5K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.9K+ 6.98% |
$248K - $253K
|
198K
$3.85M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 5.64% |
$247K - $252K
|
241K
$4.68M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 58.66% |
$235K - $240K
|
33.1K
$644K
|