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 |
---|---|---|---|---|---|---|---|
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
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
22.5K+ 6.25% |
$436K - $441K
|
383K
$7.45M
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
21.7K+ 4.34% |
$421K - $425K
|
522K
$10.2M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
20.8K+ 21.37% |
$402K - $406K
|
118K
$2.29M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20.6K+ 331.07% |
$400K - $404K
|
26.9K
$523K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.5K+ 5.17% |
$397K - $401K
|
417K
$8.11M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
20.4K+ 11.23% |
$396K - $400K
|
202K
$3.94M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.7KNew |
$382K - $386K
|
19.7K
$384K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 5.73% |
$363K - $366K
|
345K
$6.72M
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
18.3K+ 10.51% |
$355K - $359K
|
193K
$3.75M
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
17.6KNew |
$341K - $344K
|
17.6K
$342K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.4K+ 4.38% |
$337K - $340K
|
415K
$8.07M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17.3KNew |
$336K - $339K
|
17.3K
$337K
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
16.3K+ 17.6% |
$317K - $320K
|
109K
$2.13M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.2K+ 25.15% |
$314K - $317K
|
80.6K
$1.57M
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
16.1KNew |
$311K - $314K
|
16.1K
$313K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16K+ 24.5% |
$310K - $313K
|
81.2K
$1.58M
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
16K+ 7.9% |
$309K - $312K
|
218K
$4.24M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.6K+ 7.49% |
$303K - $306K
|
224K
$4.37M
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
15.3KNew |
$297K - $300K
|
15.3K
$299K
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
14.3K+ 5.75% |
$277K - $280K
|
263K
$5.12M
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
14KNew |
$270K - $273K
|
14K
$272K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.8K+ 19.51% |
$267K - $270K
|
84.4K
$1.64M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13.7K+ 94.94% |
$265K - $268K
|
28.1K
$546K
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
13.6KNew |
$264K - $266K
|
13.6K
$265K
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
13.5KNew |
$262K - $265K
|
13.5K
$263K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3K+ 4.83% |
$258K - $260K
|
289K
$5.62M
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
13K+ 5.2% |
$252K - $255K
|
263K
$5.13M
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
12.8K+ 16.35% |
$249K - $251K
|
91.3K
$1.78M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
12.7K+ 4.51% |
$247K - $249K
|
295K
$5.74M
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
12.7KNew |
$245K - $248K
|
12.7K
$247K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.5K+ 9.87% |
$243K - $246K
|
140K
$2.72M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
12.4K+ 6.31% |
$240K - $242K
|
208K
$4.06M
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
12.2KNew |
$237K - $239K
|
12.2K
$238K
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
11.9K+ 3.63% |
$231K - $233K
|
340K
$6.63M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11.5K+ 15.62% |
$223K - $225K
|
85K
$1.66M
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
10.8KNew |
$209K - $211K
|
10.8K
$210K
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$204K - $206K
|
10.5K
$205K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$202K - $204K
|
10.4K
$203K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.4K+ 9.26% |
$201K - $203K
|
122K
$2.38M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$199K - $201K
|
10.3K
$200K
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10.2K+ 16.95% |
$198K - $200K
|
70.4K
$1.37M
|