Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.35MNew |
$104M - $105M
|
5.35M
$104M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.43MNew |
$27.7M - $28M
|
1.43M
$27.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.11MNew |
$21.4M - $21.6M
|
1.11M
$21.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
994K+ 2785.54% |
$19.3M - $19.5M
|
1.03M
$20M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
762K+ 636.71% |
$14.8M - $14.9M
|
881K
$17.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
729K+ 2962.15% |
$14.1M - $14.3M
|
753K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
270KNew |
$5.23M - $5.28M
|
270K
$5.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
225K+ 48.96% |
$4.36M - $4.4M
|
684K
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
169KNew |
$3.27M - $3.3M
|
169K
$3.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
164K+ 348.07% |
$3.18M - $3.21M
|
211K
$4.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
163K+ 20.34% |
$3.15M - $3.19M
|
963K
$18.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
124K+ 11.55% |
$2.4M - $2.42M
|
1.2M
$23.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
121K+ 7.95% |
$2.34M - $2.36M
|
1.64M
$31.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
116K+ 8.26% |
$2.25M - $2.28M
|
1.52M
$29.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
110K+ 101.26% |
$2.13M - $2.15M
|
218K
$4.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
104KNew |
$2.01M - $2.03M
|
104K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
84.6K+ 16.7% |
$1.64M - $1.66M
|
591K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
84.3K+ 133.68% |
$1.63M - $1.65M
|
147K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
80.9KNew |
$1.57M - $1.58M
|
80.9K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
72.1K+ 23.57% |
$1.4M - $1.41M
|
378K
$7.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
66.2KNew |
$1.28M - $1.3M
|
66.2K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
64.8KNew |
$1.26M - $1.27M
|
64.8K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
60.5KNew |
$1.17M - $1.18M
|
60.5K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
55.3KNew |
$1.07M - $1.08M
|
55.3K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
53.7K+ 16.27% |
$1.04M - $1.05M
|
384K
$7.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
52.9KNew |
$1.02M - $1.04M
|
52.9K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
51.8K+ 8.72% |
$1M - $1.01M
|
646K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
46.7KNew |
$905K - $915K
|
46.7K
$910K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
45.2K+ 64.8% |
$876K - $885K
|
115K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
43.4K+ 12.79% |
$842K - $850K
|
383K
$7.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
42.5KNew |
$824K - $832K
|
42.5K
$827K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40.7K+ 130.94% |
$789K - $797K
|
71.8K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
40.3KNew |
$781K - $789K
|
40.3K
$784K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
38.1KNew |
$738K - $745K
|
38.1K
$741K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
37.5K+ 30.39% |
$727K - $734K
|
161K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
35.3K+ 33.75% |
$684K - $691K
|
140K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
34.6K+ 94.35% |
$671K - $678K
|
71.3K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
34.6K+ 123.82% |
$670K - $677K
|
62.5K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
33.7K+ 4.94% |
$652K - $659K
|
716K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
33KNew |
$640K - $647K
|
33K
$643K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
30.9K+ 5.59% |
$599K - $605K
|
584K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
27.6KNew |
$534K - $540K
|
27.6K
$537K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
26K+ 14.92% |
$504K - $510K
|
200K
$3.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
24.3K+ 3.68% |
$471K - $476K
|
684K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
23.9K+ 10.68% |
$464K - $469K
|
248K
$4.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
23.5K+ 22.39% |
$456K - $461K
|
129K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
23.2K+ 18.25% |
$449K - $453K
|
150K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
23K+ 5.79% |
$446K - $451K
|
421K
$8.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
22.8KNew |
$442K - $447K
|
22.8K
$444K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
22.5K+ 33.2% |
$437K - $441K
|
90.4K
$1.76M
|