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
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.95K+ 9.09% |
$154K - $156K
|
95.3K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
7.88K+ 29.74% |
$153K - $154K
|
34.4K
$670K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.82K+ 19.45% |
$151K - $153K
|
48K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.65K+ 66.27% |
$148K - $150K
|
19.2K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.35K+ 43.94% |
$142K - $144K
|
24.1K
$469K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.41K+ 28.23% |
$124K - $125K
|
29.1K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.34K+ 39.18% |
$123K - $124K
|
22.5K
$439K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.03K+ 13.76% |
$97.5K - $98.5K
|
41.6K
$810K
|
|
|
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 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.37KNew |
$84.7K - $85.5K
|
4.37K
$85.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.24K+ 165.23% |
$82.2K - $83.1K
|
6.81K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.2K+ 22.3% |
$81.4K - $82.2K
|
23K
$449K
|
|
|
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 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.57K+ 9.81% |
$69.2K - $69.9K
|
40K
$779K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.52K+ 19.29% |
$68.3K - $69K
|
21.8K
$424K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.47K+ 16.54% |
$67.3K - $68K
|
24.5K
$477K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
3.42K+ 2.43% |
$66.2K - $66.9K
|
144K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
3.33K+ 3.64% |
$64.6K - $65.2K
|
94.8K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.73K+ 5.08% |
$52.9K - $53.5K
|
56.6K
$1.1M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.52K+ 11.35% |
$48.8K - $49.3K
|
24.7K
$481K
|
|
|
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
$82.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.1K+ 8.79% |
$40.7K - $41.1K
|
26K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.04K+ 1.08% |
$39.6K - $40K
|
192K
$3.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.03K+ 3.86% |
$39.3K - $39.7K
|
54.6K
$1.06M
|