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 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
$785K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$194K - $196K
|
10K
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.93KNew |
$192K - $194K
|
9.93K
$193K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
9.88K+ 90.91% |
$191K - $193K
|
20.7K
$404K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
9.83K+ 5.74% |
$191K - $192K
|
181K
$3.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
9.02K+ 32.26% |
$175K - $177K
|
37K
$720K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.84K+ 4.98% |
$171K - $173K
|
187K
$3.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.03K+ 10.16% |
$156K - $157K
|
87K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
7.88K+ 29.74% |
$153K - $154K
|
34.4K
$669K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.82K+ 19.45% |
$151K - $153K
|
48K
$935K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
6.59K+ 4.05% |
$128K - $129K
|
169K
$3.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.52KNew |
$126K - $128K
|
6.52K
$127K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.34K+ 39.18% |
$123K - $124K
|
22.5K
$438K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.82K+ 15.8% |
$113K - $114K
|
42.6K
$830K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5.64K+ 31.77% |
$109K - $110K
|
23.4K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.5KNew |
$107K - $108K
|
5.5K
$107K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
5.12K+ 2.31% |
$99.2K - $100K
|
227K
$4.41M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.79K+ 20.0% |
$92.9K - $93.8K
|
28.8K
$560K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4.77K+ 1.32% |
$92.5K - $93.5K
|
367K
$7.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.64K+ 23.1% |
$89.8K - $90.8K
|
24.7K
$481K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.24K+ 165.23% |
$82.2K - $83.1K
|
6.81K
$133K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.1K+ 15.18% |
$79.5K - $80.3K
|
31.1K
$606K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.01K+ 2.71% |
$77.7K - $78.5K
|
152K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.91K+ 11.99% |
$75.7K - $76.5K
|
36.5K
$711K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.84K+ 3.03% |
$74.5K - $75.2K
|
131K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.79K+ 1.23% |
$73.4K - $74.1K
|
311K
$6.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.61K+ 4.92% |
$69.9K - $70.6K
|
77K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.52K+ 19.29% |
$68.3K - $69K
|
21.8K
$424K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
3.42K+ 2.43% |
$66.2K - $66.9K
|
144K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.68K+ 10.9% |
$52K - $52.5K
|
27.3K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.66K+ 1.34% |
$51.5K - $52.1K
|
200K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.5K+ 1.57% |
$48.4K - $48.9K
|
161K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.4K+ 0.68% |
$46.5K - $47K
|
355K
$6.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.14K+ 102.25% |
$41.5K - $41.9K
|
4.23K
$82.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.1K+ 8.79% |
$40.7K - $41.1K
|
26K
$506K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.03K+ 3.86% |
$39.3K - $39.7K
|
54.6K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.8K+ 12.47% |
$34.9K - $35.2K
|
16.2K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.58K+ 12.57% |
$30.6K - $30.9K
|
14.1K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.56K+ 4.41% |
$30.2K - $30.5K
|
36.9K
$719K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.44K+ 5.98% |
$28K - $28.3K
|
25.6K
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.26K+ 1.83% |
$24.4K - $24.7K
|
70.1K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
BUY
|
- |
1.24K+ 0.96% |
$24K - $24.3K
|
130K
$2.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.16K+ 1.73% |
$22.5K - $22.8K
|
68.3K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.07K+ 4.42% |
$20.8K - $21K
|
25.4K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.06K+ 8.66% |
$20.5K - $20.7K
|
13.3K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.02K+ 4.55% |
$19.7K - $19.9K
|
23.4K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
995+ 1.06% |
$19.3K - $19.5K
|
94.7K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
927+ 2.5% |
$18K - $18.2K
|
38K
$740K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
900+ 4.03% |
$17.4K - $17.6K
|
23.3K
$453K
|