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 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 3.44% |
$231K - $237K
|
363K
$7.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
12K+ 3.01% |
$230K - $235K
|
410K
$7.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 8.64% |
$226K - $231K
|
148K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
11.5KNew |
$221K - $226K
|
11.5K
$224K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.3K+ 3.49% |
$217K - $222K
|
335K
$6.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.2K+ 3.4% |
$214K - $219K
|
339K
$6.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
10.9KNew |
$209K - $213K
|
10.9K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
10.6K+ 15.58% |
$204K - $209K
|
78.9K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.3K+ 58.38% |
$198K - $203K
|
28K
$545K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.2KNew |
$196K - $201K
|
10.2K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.95K+ 138.66% |
$191K - $195K
|
17.1K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.55K+ 19.42% |
$183K - $187K
|
58.7K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.5KNew |
$182K - $186K
|
9.5K
$185K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.39K+ 62.98% |
$180K - $184K
|
24.3K
$472K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.3K+ 19.95% |
$179K - $183K
|
55.9K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
8.99K+ 3.73% |
$173K - $176K
|
250K
$4.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.78K+ 7.43% |
$169K - $172K
|
127K
$2.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
8.77K+ 4.08% |
$168K - $172K
|
224K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
8.05K+ 1.64% |
$155K - $158K
|
500K
$9.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
7.42K+ 11.89% |
$142K - $146K
|
69.8K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.34K+ 4.17% |
$141K - $144K
|
184K
$3.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.31K+ 4.82% |
$140K - $143K
|
159K
$3.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.29K+ 123.14% |
$140K - $143K
|
13.2K
$256K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
7.11K+ 3.65% |
$137K - $140K
|
202K
$3.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.1K+ 12.22% |
$136K - $139K
|
65.3K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6.5K+ 2.82% |
$125K - $128K
|
238K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.05K+ 55.04% |
$116K - $119K
|
17K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.7K+ 18.38% |
$109K - $112K
|
36.7K
$713K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.62K+ 1.86% |
$108K - $110K
|
307K
$5.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.62K+ 913.82% |
$108K - $110K
|
6.24K
$121K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.58K+ 2.55% |
$107K - $110K
|
225K
$4.37M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.47K+ 3.48% |
$105K - $107K
|
163K
$3.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.44K+ 12.18% |
$105K - $107K
|
50.1K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.26K+ 6.4% |
$101K - $103K
|
87.4K
$1.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.01K+ 1.72% |
$96.2K - $98.4K
|
296K
$5.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
4.88K+ 2.88% |
$93.8K - $95.9K
|
174K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
4.67K+ 40.61% |
$89.7K - $91.7K
|
16.2K
$314K
|
|
|
Oct 17, 2024
Q3 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
4.67K+ 0.59% |
$89.6K - $91.7K
|
800K
$15.5M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.57K+ 8.0% |
$87.8K - $89.8K
|
61.7K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.47K+ 36.45% |
$85.7K - $87.7K
|
16.7K
$325K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.2K+ 9.69% |
$80.6K - $82.4K
|
47.6K
$924K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.14K+ 0.82% |
$79.5K - $81.3K
|
507K
$9.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.99K+ 12.32% |
$76.7K - $78.4K
|
36.4K
$707K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.84K+ 6.34% |
$73.7K - $75.4K
|
64.4K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
3.7K+ 11.47% |
$71K - $72.6K
|
36K
$699K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.21K+ 9.57% |
$61.7K - $63.1K
|
36.8K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.18K+ 6.05% |
$61.1K - $62.4K
|
55.7K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.13K+ 9.21% |
$60K - $61.3K
|
37.1K
$720K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
3.12K+ 3.53% |
$59.8K - $61.1K
|
91.5K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.06K+ 19.42% |
$58.8K - $60.1K
|
18.8K
$366K
|