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 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.45K+ 2.9% |
$45.8K - $47.2K
|
86.8K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2.38K+ 3.04% |
$44.6K - $46K
|
80.9K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.35K+ 3.9% |
$43.9K - $45.3K
|
62.6K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.11K+ 0.89% |
$39.5K - $40.7K
|
240K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.1KNew |
$39.3K - $40.5K
|
2.1K
$40.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.02K+ 3.89% |
$37.8K - $39K
|
54K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.84K+ 3.77% |
$34.5K - $35.6K
|
50.8K
$987K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.73K+ 3.84% |
$32.4K - $33.4K
|
46.9K
$911K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
1.73K+ 5.29% |
$32.4K - $33.4K
|
34.4K
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 3.31% |
$30.2K - $31.2K
|
50.4K
$980K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.41K+ 0.48% |
$26.3K - $27.1K
|
295K
$5.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.34KNew |
$25K - $25.8K
|
1.34K
$26K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.34K+ 6.87% |
$25K - $25.8K
|
20.8K
$403K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.33K+ 1.21% |
$24.8K - $25.6K
|
111K
$2.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 0.38% |
$23.3K - $24K
|
332K
$6.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.22K+ 0.08% |
$22.8K - $23.5K
|
1.6M
$31.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
1.18K+ 0.08% |
$22.1K - $22.8K
|
1.45M
$28.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.17K+ 0.86% |
$21.9K - $22.6K
|
137K
$2.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
1.15K+ 0.52% |
$21.4K - $22.1K
|
223K
$4.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.05K+ 31.62% |
$19.6K - $20.2K
|
4.37K
$84.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.04KNew |
$19.5K - $20.1K
|
1.04K
$20.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.03KNew |
$19.3K - $19.9K
|
1.03K
$20.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.01K+ 0.29% |
$18.9K - $19.5K
|
347K
$6.74M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
855+ 0.95% |
$16K - $16.5K
|
90.9K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
830+ 0.78% |
$15.5K - $16K
|
107K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
803+ 2.63% |
$15K - $15.5K
|
31.4K
$609K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
708New |
$13.2K - $13.7K
|
708
$13.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
700+ 6.58% |
$13.1K - $13.5K
|
11.3K
$220K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
582+ 2.12% |
$10.9K - $11.2K
|
28K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
502+ 1.91% |
$9.39K - $9.69K
|
26.7K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
475+ 0.95% |
$8.88K - $9.17K
|
50.4K
$979K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
400+ 1.66% |
$7.48K - $7.72K
|
24.4K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
385New |
$7.2K - $7.43K
|
385
$7.48K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
355+ 2.52% |
$6.64K - $6.85K
|
14.5K
$281K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
347+ 0.64% |
$6.49K - $6.7K
|
54.3K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
314New |
$5.87K - $6.06K
|
314
$6.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
256+ 0.95% |
$4.79K - $4.94K
|
27.1K
$526K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
237+ 1.15% |
$4.43K - $4.57K
|
20.8K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
102+ 0.34% |
$1.91K - $1.97K
|
29.9K
$580K
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
98+ 0.96% |
$1.83K - $1.89K
|
10.3K
$201K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
89+ 0.36% |
$1.66K - $1.72K
|
25.1K
$487K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
66New |
$1.23K - $1.27K
|
66
$1.28K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
65+ 0.95% |
$1.22K - $1.25K
|
6.89K
$134K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
38+ 0.25% |
$711 - $733
|
15.5K
$302K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
18New |
$337 - $347
|
18
$350
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$56.1 - $57.9
|
3
$58.3
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-6- 0.01% |
$112 - $116
|
68.6K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-84- 1.29% |
$1.57K - $1.62K
|
6.41K
$125K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-106- 0.23% |
$1.98K - $2.05K
|
46.9K
$910K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-140- 0.85% |
$2.62K - $2.7K
|
16.3K
$317K
|