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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
12.6KNew |
$236K - $244K
|
12.6K
$246K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.5KNew |
$233K - $240K
|
12.5K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.5KNew |
$214K - $221K
|
11.5K
$223K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
11.4K+ 75.62% |
$214K - $220K
|
26.5K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.2KNew |
$210K - $217K
|
11.2K
$218K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
11K+ 1.2% |
$206K - $213K
|
926K
$18M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
11K+ 6.09% |
$206K - $212K
|
191K
$3.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.8KNew |
$202K - $209K
|
10.8K
$210K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.5KNew |
$197K - $203K
|
10.5K
$205K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
10.4K+ 10.17% |
$195K - $201K
|
113K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
9.18K+ 20.82% |
$172K - $177K
|
53.2K
$1.03M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.73KNew |
$163K - $169K
|
8.73K
$170K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.24KNew |
$154K - $159K
|
8.24K
$160K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
8.04K+ 6.03% |
$150K - $155K
|
142K
$2.75M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
7.77K+ 3.74% |
$145K - $150K
|
215K
$4.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
7.59K+ 2.65% |
$142K - $147K
|
294K
$5.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
7.36K+ 32.68% |
$138K - $142K
|
29.9K
$581K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.19K+ 5.78% |
$134K - $139K
|
132K
$2.56M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
7.02K+ 8.95% |
$131K - $135K
|
85.4K
$1.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.86K+ 6.69% |
$128K - $132K
|
109K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
6.84K+ 3.29% |
$128K - $132K
|
215K
$4.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.78K+ 2.31% |
$127K - $131K
|
300K
$5.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
6.67K+ 3.54% |
$125K - $129K
|
195K
$3.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
6.51K+ 97.85% |
$122K - $126K
|
13.2K
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
6.19K+ 8.25% |
$116K - $119K
|
81.2K
$1.58M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.85K+ 13.65% |
$109K - $113K
|
48.7K
$947K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.63K+ 10.65% |
$105K - $109K
|
58.5K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
5.63K+ 39.06% |
$105K - $109K
|
20K
$389K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
5.21K+ 3.44% |
$97.5K - $101K
|
157K
$3.05M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.71K+ 12.65% |
$88K - $90.9K
|
41.9K
$814K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
4.55K+ 7.94% |
$85K - $87.8K
|
61.8K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.53K+ 3.54% |
$84.8K - $87.5K
|
133K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.38K+ 4.17% |
$81.9K - $84.6K
|
109K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.06K+ 5.4% |
$75.9K - $78.4K
|
79.3K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.9K+ 10.44% |
$73K - $75.3K
|
41.3K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.71K+ 10.36% |
$69.3K - $71.5K
|
39.5K
$767K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.57KNew |
$66.7K - $68.9K
|
3.57K
$69.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.39K+ 5.36% |
$63.4K - $65.5K
|
66.7K
$1.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.28K+ 5.75% |
$61.3K - $63.3K
|
60.4K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.22K+ 4.5% |
$60.2K - $62.1K
|
74.7K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.2KNew |
$59.8K - $61.8K
|
3.2K
$62.2K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.11K+ 77.67% |
$58.2K - $60K
|
7.11K
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.08K+ 12.98% |
$57.7K - $59.5K
|
26.8K
$521K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.03K+ 18.29% |
$56.6K - $58.4K
|
19.6K
$380K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.95K+ 20.08% |
$55.1K - $56.8K
|
17.6K
$342K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
2.95K+ 11.93% |
$55.1K - $56.8K
|
27.6K
$537K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2.91K+ 97000.0% |
$54.4K - $56.2K
|
2.91K
$56.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.63KNew |
$49.1K - $50.7K
|
2.63K
$51K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
2.6K+ 12.94% |
$48.6K - $50.1K
|
22.7K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.56K+ 153.26% |
$47.9K - $49.5K
|
4.24K
$82.3K
|