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 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 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
19.2K+ 44.95% |
$372K - $376K
|
61.9K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 5.73% |
$363K - $366K
|
345K
$6.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18.5K+ 10.17% |
$358K - $362K
|
200K
$3.9M
|
|
|
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 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.4K+ 25.85% |
$337K - $341K
|
84.8K
$1.65M
|
|
|
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 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17K+ 9.24% |
$329K - $332K
|
200K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
16.6K+ 20.73% |
$322K - $325K
|
96.6K
$1.88M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15.6K+ 12.61% |
$302K - $305K
|
139K
$2.7M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.1K+ 2.44% |
$274K - $277K
|
595K
$11.6M
|
|
|
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 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
13.5K+ 13.15% |
$262K - $264K
|
116K
$2.26M
|
|
|
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
$5.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
12.8K+ 16.35% |
$249K - $251K
|
91.3K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.8KNew |
$247K - $250K
|
12.8K
$248K
|
|
|
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
$246K
|
|
|
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
$6.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11.5K+ 15.62% |
$223K - $225K
|
85K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
10.8KNew |
$209K - $211K
|
10.8K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
10.6KNew |
$204K - $207K
|
10.6K
$205K
|
|
|
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
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10KNew |
$194K - $196K
|
10K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10K+ 33.01% |
$194K - $196K
|
40.3K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$194K - $196K
|
10K
$195K
|