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 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-400- 1.11% |
$7.75K - $7.83K
|
35.6K
$693K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-513- 1.02% |
$9.94K - $10K
|
49.6K
$966K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-737- 4.81% |
$14.3K - $14.4K
|
14.6K
$284K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-752- 3.14% |
$14.6K - $14.7K
|
23.2K
$452K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-753- 2.27% |
$14.6K - $14.7K
|
32.4K
$630K
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-757- 3.92% |
$14.7K - $14.8K
|
18.6K
$362K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-891- 5.23% |
$17.3K - $17.4K
|
16.1K
$314K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.07K- 1.0% |
$20.7K - $20.9K
|
106K
$2.07M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.23K- 9.35% |
$23.8K - $24.1K
|
11.9K
$232K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.23K- 6.69% |
$23.9K - $24.1K
|
17.2K
$335K
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.26K- 1.86% |
$24.4K - $24.7K
|
66.6K
$1.3M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.29K- 5.32% |
$25K - $25.3K
|
23K
$448K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.71K- 3.34% |
$33.2K - $33.6K
|
49.6K
$967K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.11K- 5.63% |
$40.9K - $41.4K
|
35.4K
$689K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.13K- 0.44% |
$41.2K - $41.7K
|
483K
$9.4M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.4K- 1.59% |
$46.6K - $47K
|
148K
$2.89M
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.48K- 9.53% |
$48K - $48.5K
|
23.5K
$458K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.89K- 6.08% |
$56K - $56.6K
|
44.7K
$870K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.15K- 0.82% |
$61.1K - $61.7K
|
381K
$7.42M
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.83K- 9.14% |
$74.2K - $75K
|
38.1K
$742K
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-4.76K- 7.64% |
$92.3K - $93.2K
|
57.5K
$1.12M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.96K- 2.51% |
$115K - $117K
|
232K
$4.51M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.33K- 5.91% |
$123K - $124K
|
101K
$1.96M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.7K- 50.74% |
$130K - $131K
|
6.5K
$127K
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-7.62K- 8.33% |
$148K - $149K
|
83.9K
$1.63M
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-7.93K- 0.46% |
$154K - $155K
|
1.71M
$33.3M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-10.2K- 2.42% |
$197K - $199K
|
410K
$7.98M
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-12.8K- 14.05% |
$249K - $251K
|
78.5K
$1.53M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.2K- 1.77% |
$256K - $259K
|
734K
$14.3M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-17.2K- 27.9% |
$334K - $337K
|
44.5K
$867K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-18.9K- 17.28% |
$367K - $370K
|
90.6K
$1.76M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-21.5K- 1.34% |
$416K - $421K
|
1.58M
$30.7M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-26.5K- 27.44% |
$514K - $520K
|
70.2K
$1.37M
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-32.6K- 3.61% |
$632K - $639K
|
871K
$17M
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-36.9K- 5.88% |
$714K - $722K
|
590K
$11.5M
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-41.2K- 8.13% |
$799K - $807K
|
466K
$9.07M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-65.7K- 19.81% |
$1.27M - $1.29M
|
266K
$5.18M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-74.8K- 22.36% |
$1.45M - $1.46M
|
260K
$5.06M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.1K- 7.58% |
$1.8M - $1.82M
|
1.14M
$22.1M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-117K- 8.18% |
$2.26M - $2.28M
|
1.31M
$25.5M
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-144K- 64.23% |
$2.79M - $2.81M
|
80K
$1.56M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-171K- 41.63% |
$3.31M - $3.34M
|
239K
$4.66M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-217K- 60.73% |
$4.2M - $4.24M
|
140K
$2.73M
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-284K- 29.6% |
$5.51M - $5.57M
|
676K
$13.2M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-314K- 41.0% |
$6.08M - $6.14M
|
451K
$8.79M
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-356K- 86.89% |
$6.9M - $6.97M
|
53.7K
$1.05M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-696K- 92.37% |
$13.5M - $13.6M
|
57.5K
$1.12M
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-702K- 70.72% |
$13.6M - $13.8M
|
291K
$5.66M
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-976K- 94.85% |
$18.9M - $19.1M
|
53K
$1.03M
|