Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
970K+ 44.31% |
$18.1M - $18.7M
|
3.16M
$61.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
836K+ 40.99% |
$15.6M - $16.1M
|
2.87M
$55.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
786K+ 123.69% |
$14.7M - $15.2M
|
1.42M
$27.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
761K+ 71.33% |
$14.2M - $14.7M
|
1.83M
$35.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
705KNew |
$13.2M - $13.6M
|
705K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
704K+ 406.58% |
$13.2M - $13.6M
|
877K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
550K+ 1258.54% |
$10.3M - $10.6M
|
594K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
525K+ 8.77% |
$9.82M - $10.1M
|
6.51M
$126M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
518K+ 15.09% |
$9.68M - $9.99M
|
3.95M
$76.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
510K+ 9.97% |
$9.53M - $9.84M
|
5.62M
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
507K+ 38.83% |
$9.48M - $9.79M
|
1.81M
$35.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
406KNew |
$7.59M - $7.84M
|
406K
$7.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
397K+ 103.42% |
$7.42M - $7.66M
|
781K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
354K+ 16.37% |
$6.61M - $6.83M
|
2.51M
$48.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
289K+ 63.03% |
$5.4M - $5.58M
|
747K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
280KNew |
$5.23M - $5.4M
|
280K
$5.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
266K+ 144.14% |
$4.97M - $5.13M
|
450K
$8.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
238K+ 83.04% |
$4.46M - $4.6M
|
526K
$10.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
209K+ 23.47% |
$3.91M - $4.04M
|
1.1M
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
201KNew |
$3.76M - $3.89M
|
201K
$3.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
149K+ 407.23% |
$2.79M - $2.88M
|
186K
$3.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
112KNew |
$2.1M - $2.17M
|
112K
$2.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
97K+ 386.6% |
$1.81M - $1.87M
|
122K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
90.5KNew |
$1.69M - $1.75M
|
90.5K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
85K+ 8.29% |
$1.59M - $1.64M
|
1.11M
$21.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
83.8K+ 49.73% |
$1.57M - $1.62M
|
252K
$4.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
82.7K+ 25.26% |
$1.55M - $1.6M
|
410K
$7.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
82.4KNew |
$1.54M - $1.59M
|
82.4K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
79.7K+ 10.45% |
$1.49M - $1.54M
|
843K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
79.7K+ 28.75% |
$1.49M - $1.54M
|
357K
$6.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
76.9K+ 167.73% |
$1.44M - $1.48M
|
123K
$2.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
75.6K+ 10.36% |
$1.41M - $1.46M
|
806K
$15.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.5K+ 23.42% |
$1.37M - $1.42M
|
387K
$7.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
70.4K+ 1446.5% |
$1.32M - $1.36M
|
75.2K
$1.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
67.7K+ 5.74% |
$1.27M - $1.31M
|
1.25M
$24.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
67.1KNew |
$1.25M - $1.3M
|
67.1K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
65.4KNew |
$1.22M - $1.26M
|
65.4K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64.2K+ 6.54% |
$1.2M - $1.24M
|
1.04M
$20.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
60.4K+ 1068.68% |
$1.13M - $1.17M
|
66.1K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
58.2K+ 77.91% |
$1.09M - $1.12M
|
133K
$2.58M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
56.7KNew |
$1.06M - $1.09M
|
56.7K
$1.1M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
56.1KNew |
$1.05M - $1.08M
|
56.1K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
51.6K+ 19.63% |
$965K - $996K
|
314K
$6.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.2K+ 40.4% |
$958K - $988K
|
178K
$3.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
49.1K+ 273.44% |
$918K - $948K
|
67.1K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
47.7K+ 285.25% |
$891K - $920K
|
64.4K
$1.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
46.3K+ 38.77% |
$866K - $894K
|
166K
$3.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42.4K+ 11.49% |
$792K - $817K
|
411K
$7.96M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
41.2KNew |
$771K - $795K
|
41.2K
$799K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.6K+ 215.17% |
$723K - $746K
|
56.6K
$1.1M
|