Purchases and Sales Made in Q1 2024 in Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.42M+ 90.86% |
$46.5M - $47.3M
|
5.09M
$98.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.63M+ 83.1% |
$31.3M - $31.8M
|
3.59M
$69.8M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.04M+ 111.13% |
$20M - $20.3M
|
1.98M
$38.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
838K+ 11.62% |
$16.1M - $16.3M
|
8.05M
$156M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
838K+ 11.62% |
$16.1M - $16.3M
|
8.05M
$156M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
751K+ 6038.47% |
$14.4M - $14.7M
|
764K
$14.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
685K+ 3148.2% |
$13.1M - $13.4M
|
707K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
573K+ 146.14% |
$11M - $11.2M
|
966K
$18.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
433KNew |
$8.31M - $8.46M
|
433K
$8.43M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
409K+ 17.51% |
$7.84M - $7.98M
|
2.74M
$53.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
377K+ 10.83% |
$7.23M - $7.35M
|
3.86M
$75M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
356K+ 109.21% |
$6.83M - $6.95M
|
682K
$13.3M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
316K+ 16.24% |
$6.07M - $6.17M
|
2.26M
$44M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
292K+ 34.62% |
$5.6M - $5.7M
|
1.14M
$22.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
278K+ 2446.36% |
$5.34M - $5.43M
|
290K
$5.63M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
269K+ 530.55% |
$5.16M - $5.25M
|
320K
$6.22M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
243K+ 29.27% |
$4.67M - $4.75M
|
1.08M
$20.9M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
184KNew |
$3.53M - $3.59M
|
184K
$3.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
183KNew |
$3.52M - $3.58M
|
183K
$3.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
167K+ 134.85% |
$3.21M - $3.26M
|
291K
$5.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
162K+ 30.26% |
$3.11M - $3.16M
|
697K
$13.6M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
155KNew |
$2.97M - $3.02M
|
155K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
148K+ 15.95% |
$2.83M - $2.88M
|
1.07M
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
147K+ 25.97% |
$2.82M - $2.86M
|
712K
$13.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
147K+ 14.75% |
$2.81M - $2.86M
|
1.14M
$22.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145K+ 42.43% |
$2.78M - $2.83M
|
487K
$9.46M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
135K+ 44.65% |
$2.59M - $2.63M
|
437K
$8.49M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
125K+ 641.55% |
$2.4M - $2.44M
|
145K
$2.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
124KNew |
$2.38M - $2.42M
|
124K
$2.41M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
123K+ 8.35% |
$2.36M - $2.4M
|
1.6M
$31M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
120K+ 169.26% |
$2.31M - $2.35M
|
192K
$3.72M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
116K+ 57.74% |
$2.23M - $2.27M
|
318K
$6.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
115KNew |
$2.21M - $2.25M
|
115K
$2.24M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
95K+ 10.83% |
$1.82M - $1.85M
|
971K
$18.9M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
94.9K+ 147.61% |
$1.82M - $1.85M
|
159K
$3.09M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
87.8K+ 7.05% |
$1.68M - $1.71M
|
1.33M
$25.9M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
87.3K+ 26.6% |
$1.67M - $1.7M
|
415K
$8.07M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
87.1K+ 378.63% |
$1.67M - $1.7M
|
110K
$2.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
83.1K+ 9.84% |
$1.59M - $1.62M
|
928K
$18M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
82.9K+ 17.31% |
$1.59M - $1.62M
|
562K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
81.4KNew |
$1.56M - $1.59M
|
81.4K
$1.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
78.8K+ 21.85% |
$1.51M - $1.54M
|
439K
$8.54M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
78.1K+ 64.43% |
$1.5M - $1.52M
|
199K
$3.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
67.2K+ 23.84% |
$1.29M - $1.31M
|
349K
$6.78M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
62K+ 41.09% |
$1.19M - $1.21M
|
213K
$4.14M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60.1K+ 43.97% |
$1.15M - $1.17M
|
197K
$3.82M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
52.1K+ 55.26% |
$1M - $1.02M
|
147K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
50.7K+ 19.61% |
$972K - $989K
|
309K
$6.01M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
50.4KNew |
$967K - $984K
|
50.4K
$980K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
50.4K+ 4.19% |
$966K - $983K
|
1.25M
$24.4M
|