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 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
49.6KNew |
$952K - $968K
|
49.6K
$964K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
47.1K+ 17.81% |
$903K - $919K
|
311K
$6.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
44.3K+ 29.22% |
$850K - $865K
|
196K
$3.81M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.2K+ 22.73% |
$849K - $863K
|
239K
$4.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
43.4K+ 106.66% |
$832K - $846K
|
84K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
43.2K+ 17.95% |
$828K - $843K
|
284K
$5.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.3K+ 8.94% |
$792K - $805K
|
503K
$9.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
40.4K+ 9.1% |
$774K - $788K
|
484K
$9.41M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
40.2KNew |
$771K - $784K
|
40.2K
$781K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.5K+ 320.9% |
$739K - $752K
|
50.5K
$983K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34K+ 21.75% |
$652K - $663K
|
190K
$3.7M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
33.5K+ 12.19% |
$642K - $653K
|
308K
$5.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
30.5KNew |
$585K - $595K
|
30.5K
$593K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
30.4K+ 18.37% |
$583K - $593K
|
196K
$3.81M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29.6K+ 43.76% |
$568K - $577K
|
97.2K
$1.89M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
29.3K+ 65.38% |
$561K - $571K
|
74K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.8KNew |
$495K - $504K
|
25.8K
$502K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.2K+ 28.54% |
$484K - $492K
|
114K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
25K+ 7.82% |
$479K - $488K
|
345K
$6.7M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24.7KNew |
$474K - $482K
|
24.7K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
24.7KNew |
$474K - $482K
|
24.7K
$480K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
24.7K+ 9.01% |
$473K - $481K
|
298K
$5.8M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.4KNew |
$469K - $477K
|
24.4K
$475K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
21.5K+ 17.28% |
$413K - $420K
|
146K
$2.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.9K+ 34.26% |
$401K - $408K
|
81.9K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5KNew |
$374K - $381K
|
19.5K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.1K+ 10.74% |
$367K - $373K
|
197K
$3.83M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
18.7K+ 7.06% |
$359K - $365K
|
283K
$5.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.6K+ 43.0% |
$337K - $343K
|
58.4K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
17.5K+ 12.76% |
$335K - $341K
|
155K
$3M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17.3K+ 20.17% |
$333K - $338K
|
103K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.9K+ 9.83% |
$323K - $329K
|
188K
$3.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
16.9K+ 12.83% |
$323K - $329K
|
148K
$2.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
15.9KNew |
$305K - $311K
|
15.9K
$309K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
15.3KNew |
$294K - $299K
|
15.3K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.2K+ 2.75% |
$292K - $297K
|
568K
$11M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.2K+ 4843.77% |
$291K - $296K
|
15.5K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.5KNew |
$278K - $283K
|
14.5K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 80.19% |
$277K - $282K
|
32.4K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.3KNew |
$274K - $278K
|
14.3K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14.1K+ 12.38% |
$270K - $275K
|
128K
$2.48M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14K+ 16.72% |
$269K - $273K
|
97.7K
$1.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
13.7K+ 8.87% |
$262K - $267K
|
168K
$3.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
13.3K+ 10.87% |
$255K - $260K
|
136K
$2.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12.4K+ 22.69% |
$239K - $243K
|
67.3K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.3KNew |
$236K - $240K
|
12.3K
$239K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.9KNew |
$228K - $232K
|
11.9K
$231K
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
11.9K+ 4.76% |
$228K - $232K
|
261K
$5.08M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
10.6K+ 4.82% |
$204K - $208K
|
232K
$4.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.2KNew |
$195K - $198K
|
10.2K
$197K
|