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
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-13.7K- 4.68% |
$256K - $265K
|
279K
$5.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-14K- 9.4% |
$261K - $270K
|
135K
$2.61M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-19.4K- 14.43% |
$363K - $374K
|
115K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-19.4K- 0.69% |
$364K - $375K
|
2.79M
$54.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-19.4K- 5.43% |
$364K - $375K
|
339K
$6.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24K- 2.16% |
$450K - $464K
|
1.09M
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25.7K- 3.95% |
$480K - $496K
|
624K
$12.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-26.1K- 4.83% |
$487K - $503K
|
513K
$9.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-30.5K- 74.54% |
$570K - $588K
|
10.4K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31.3K- 5.52% |
$586K - $605K
|
537K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-40.5K- 30.07% |
$758K - $783K
|
94.3K
$1.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-42.3K- 10.37% |
$791K - $816K
|
366K
$7.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-45.7K- 12.15% |
$854K - $881K
|
330K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46.5K- 32.38% |
$870K - $898K
|
97.2K
$1.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-58.8K- 10.31% |
$1.1M - $1.13M
|
512K
$9.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-62.4K- 6.25% |
$1.17M - $1.2M
|
937K
$18.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-66.1K- 8.73% |
$1.24M - $1.27M
|
690K
$13.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-85.3K- 55.97% |
$1.6M - $1.65M
|
67.1K
$1.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-89.4K- 4.78% |
$1.67M - $1.73M
|
1.78M
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-89.7K- 4.37% |
$1.68M - $1.73M
|
1.96M
$38.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-98.4K- 3.89% |
$1.84M - $1.9M
|
2.43M
$47.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-102K- 45.98% |
$1.9M - $1.96M
|
119K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-114K- 17.44% |
$2.13M - $2.2M
|
539K
$10.5M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-381K- 70.27% |
$7.12M - $7.35M
|
161K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-466K- 16.65% |
$8.71M - $8.99M
|
2.33M
$45.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-639K- 8.93% |
$11.9M - $12.3M
|
6.51M
$126M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-989K- 55.33% |
$18.5M - $19.1M
|
798K
$15.5M
|