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
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
37.9K+ 19.95% |
$708K - $731K
|
228K
$4.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
BUY
|
- |
37.2KNew |
$696K - $718K
|
37.2K
$721K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
37.1K+ 106.12% |
$694K - $717K
|
72.1K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
37K+ 4.14% |
$692K - $714K
|
930K
$18M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
36.3K+ 16.75% |
$678K - $700K
|
253K
$4.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
36KNew |
$673K - $695K
|
36K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
35.7KNew |
$668K - $689K
|
35.7K
$692K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
34.9K+ 247.58% |
$652K - $673K
|
49K
$949K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
33.5K+ 59.15% |
$626K - $646K
|
90.1K
$1.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.4K+ 5.03% |
$624K - $644K
|
697K
$13.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
32.2K+ 212.88% |
$603K - $622K
|
47.4K
$918K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
31.7K+ 2.2% |
$592K - $611K
|
1.47M
$28.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6K+ 13.73% |
$573K - $591K
|
254K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.4KNew |
$568K - $586K
|
30.4K
$588K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
30.3K+ 47.6% |
$566K - $585K
|
93.9K
$1.82M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
29.7KNew |
$555K - $573K
|
29.7K
$576K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
27.9K+ 21.47% |
$522K - $539K
|
158K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
27.2K+ 253.02% |
$509K - $525K
|
38K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
26.7KNew |
$499K - $515K
|
26.7K
$517K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
26.6K+ 10.82% |
$497K - $513K
|
272K
$5.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
24.9K+ 9.4% |
$466K - $481K
|
290K
$5.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
24.1K+ 131.86% |
$452K - $466K
|
42.5K
$823K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
24.1K+ 20.2% |
$451K - $465K
|
143K
$2.78M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
23.7K+ 225.29% |
$444K - $458K
|
34.3K
$664K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
22.8K+ 19.88% |
$426K - $439K
|
137K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21.8K+ 141.61% |
$408K - $421K
|
37.2K
$721K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
21.1KNew |
$394K - $407K
|
21.1K
$408K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
21K+ 23.85% |
$393K - $405K
|
109K
$2.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.8K+ 51.61% |
$370K - $382K
|
58.1K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
19.8K+ 7.58% |
$370K - $382K
|
280K
$5.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
19.8K+ 47.75% |
$370K - $382K
|
61.2K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
19.7K+ 136.01% |
$369K - $381K
|
34.2K
$664K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
19.6KNew |
$367K - $378K
|
19.6K
$380K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.5K+ 11.15% |
$364K - $376K
|
194K
$3.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.4KNew |
$362K - $374K
|
19.4K
$376K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18.9K+ 48.46% |
$353K - $364K
|
57.8K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.1K+ 122.5% |
$338K - $349K
|
32.8K
$636K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
17.9K+ 2.91% |
$335K - $345K
|
633K
$12.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.4K+ 19.14% |
$326K - $337K
|
109K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
17K+ 34.46% |
$317K - $327K
|
66.2K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
15.6K+ 1.42% |
$291K - $301K
|
1.11M
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.5KNew |
$291K - $300K
|
15.5K
$301K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
15.1K+ 11.87% |
$283K - $292K
|
142K
$2.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15KNew |
$280K - $289K
|
15K
$290K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14.9K+ 146.73% |
$278K - $287K
|
25K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.7K+ 102.75% |
$256K - $265K
|
27.1K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
13.4K+ 38.25% |
$251K - $259K
|
48.5K
$940K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.3K+ 21.07% |
$249K - $257K
|
76.4K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.2K+ 11.01% |
$247K - $255K
|
133K
$2.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
12.7KNew |
$237K - $245K
|
12.7K
$246K
|