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
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.85K+ 1.66% |
$54.6K - $55.9K
|
174K
$3.39M
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.78K+ 11.92% |
$53.3K - $54.5K
|
26.1K
$506K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.71K+ 15.0% |
$52.1K - $53.2K
|
20.8K
$404K
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
2.68K+ 1.23% |
$51.5K - $52.7K
|
221K
$4.3M
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.64K+ 22.46% |
$50.7K - $51.8K
|
14.4K
$280K
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.6KNew |
$49.9K - $51.1K
|
2.6K
$50.5K
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.57K+ 3.32% |
$49.4K - $50.5K
|
80K
$1.56M
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.57K+ 10.73% |
$49.3K - $50.4K
|
26.5K
$515K
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.56K+ 10.91% |
$49.1K - $50.2K
|
26K
$505K
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.44K+ 15.28% |
$46.9K - $47.9K
|
18.4K
$358K
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.65K+ 7.39% |
$31.7K - $32.4K
|
24K
$466K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.62KNew |
$31.1K - $31.8K
|
1.62K
$31.5K
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.41K+ 7.76% |
$27.1K - $27.7K
|
19.6K
$381K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.41KNew |
$27.1K - $27.7K
|
1.41K
$27.4K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.38K+ 6.02% |
$26.5K - $27.1K
|
24.3K
$472K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.33KNew |
$25.5K - $26K
|
1.33K
$25.8K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.28K+ 3.78% |
$24.5K - $25K
|
35K
$680K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.2K+ 1.81% |
$23K - $23.5K
|
67.3K
$1.31M
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
992+ 1.07% |
$19K - $19.5K
|
93.7K
$1.82M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
936New |
$18K - $18.4K
|
936
$18.2K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
860+ 3.7% |
$16.5K - $16.9K
|
24.1K
$469K
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
853+ 1.65% |
$16.4K - $16.7K
|
52.6K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
829+ 3.28% |
$15.9K - $16.3K
|
26.1K
$507K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
750+ 6.53% |
$14.4K - $14.7K
|
12.2K
$238K
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
736+ 6.25% |
$14.1K - $14.4K
|
12.5K
$243K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
712+ 1.8% |
$13.7K - $14K
|
40.2K
$781K
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
700+ 0.76% |
$13.4K - $13.7K
|
92.9K
$1.8M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
682+ 0.54% |
$13.1K - $13.4K
|
127K
$2.46M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
546+ 0.8% |
$10.5K - $10.7K
|
68.9K
$1.34M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
511+ 0.86% |
$9.81K - $10K
|
60.2K
$1.17M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
490New |
$9.41K - $9.62K
|
490
$9.52K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
453New |
$8.7K - $8.89K
|
453
$8.8K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
397+ 1.49% |
$7.62K - $7.79K
|
27K
$525K
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
378+ 1.07% |
$7.26K - $7.42K
|
35.7K
$693K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
377New |
$7.24K - $7.4K
|
377
$7.33K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
375+ 0.21% |
$7.2K - $7.36K
|
178K
$3.45M
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
367+ 1.02% |
$7.05K - $7.2K
|
36.3K
$705K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
366+ 3.08% |
$7.03K - $7.18K
|
12.3K
$238K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
346New |
$6.64K - $6.79K
|
346
$6.72K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
336+ 0.38% |
$6.45K - $6.6K
|
88.3K
$1.72M
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
295+ 1.07% |
$5.66K - $5.79K
|
27.9K
$542K
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
228+ 0.82% |
$4.38K - $4.48K
|
28K
$543K
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
219+ 0.53% |
$4.2K - $4.3K
|
41.9K
$815K
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
212+ 1.0% |
$4.07K - $4.16K
|
21.4K
$416K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
200New |
$3.84K - $3.93K
|
200
$3.89K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
173New |
$3.32K - $3.4K
|
173
$3.36K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
172+ 0.16% |
$3.3K - $3.38K
|
109K
$2.13M
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
154+ 0.32% |
$2.96K - $3.02K
|
48.6K
$945K
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
150+ 0.68% |
$2.88K - $2.94K
|
22.4K
$434K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
137+ 0.86% |
$2.63K - $2.69K
|
16.1K
$312K
|