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 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-159- 1.46% |
$2.97K - $3.07K
|
10.8K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-160- 0.47% |
$2.99K - $3.09K
|
33.6K
$652K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-230- 18.7% |
$4.3K - $4.44K
|
1K
$19.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-307- 2.19% |
$5.74K - $5.93K
|
13.7K
$265K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-334- 1.5% |
$6.25K - $6.45K
|
21.9K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-373- 24.9% |
$6.98K - $7.2K
|
1.13K
$21.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-383- 2.17% |
$7.16K - $7.39K
|
17.3K
$335K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-395- 2.68% |
$7.39K - $7.62K
|
14.4K
$278K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-410- 1.28% |
$7.67K - $7.91K
|
31.5K
$611K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-416- 19.16% |
$7.78K - $8.03K
|
1.76K
$34K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-435- 0.84% |
$8.13K - $8.4K
|
51.3K
$993K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-596- 16.19% |
$11.1K - $11.5K
|
3.09K
$59.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-600- 4.47% |
$11.2K - $11.6K
|
12.8K
$249K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-608- 4.04% |
$11.4K - $11.7K
|
14.5K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-646- 0.38% |
$12.1K - $12.5K
|
170K
$3.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-778- 0.22% |
$14.5K - $15K
|
354K
$6.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-969- 9.37% |
$18.1K - $18.7K
|
9.38K
$182K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.08K- 2.29% |
$20.3K - $20.9K
|
46.3K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.15K- 9.12% |
$21.5K - $22.2K
|
11.4K
$222K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-1.25K- 3.3% |
$23.4K - $24.1K
|
36.6K
$710K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.27K- 7.65% |
$23.8K - $24.6K
|
15.4K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35K- 6.88% |
$25.2K - $26K
|
18.2K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 3.62% |
$26.2K - $27K
|
37.3K
$723K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.66K- 6.17% |
$31K - $32K
|
25.2K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.19K- 1.68% |
$41K - $42.3K
|
128K
$2.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.45K- 6.03% |
$45.7K - $47.2K
|
38.1K
$738K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.64K- 6.31% |
$49.3K - $50.9K
|
39.1K
$758K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-2.72K- 6.16% |
$50.8K - $52.4K
|
41.4K
$802K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.77K- 4.0% |
$51.8K - $53.5K
|
66.4K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.07K- 1.26% |
$57.4K - $59.2K
|
241K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.26K- 4.58% |
$60.9K - $62.9K
|
67.9K
$1.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.39K- 5.66% |
$63.3K - $65.3K
|
56.4K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-4.29K- 14.21% |
$80.2K - $82.8K
|
25.9K
$502K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.65K- 15.03% |
$86.9K - $89.6K
|
26.3K
$509K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-5.33K- 0.32% |
$99.7K - $103K
|
1.66M
$32.2M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-5.57K- 6.87% |
$104K - $108K
|
75.5K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.69K- 15.02% |
$106K - $110K
|
32.2K
$624K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.99K- 21.96% |
$112K - $116K
|
21.3K
$413K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-6.23K- 2.08% |
$117K - $120K
|
293K
$5.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6.56K- 68.36% |
$123K - $127K
|
3.04K
$58.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-7.11K- 7.5% |
$133K - $137K
|
87.6K
$1.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-7.32K- 2.62% |
$137K - $141K
|
273K
$5.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-7.38K- 23.24% |
$138K - $142K
|
24.4K
$473K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-7.75K- 1.98% |
$145K - $149K
|
383K
$7.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-8.03K- 1.75% |
$150K - $155K
|
450K
$8.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-9.83K- 16.49% |
$184K - $190K
|
49.8K
$964K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-10.5K- 37.11% |
$197K - $203K
|
17.8K
$346K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.2K- 19.37% |
$209K - $216K
|
46.5K
$901K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-12.6K- 7.38% |
$235K - $243K
|
158K
$3.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-12.6K- 2.45% |
$236K - $243K
|
502K
$9.74M
|