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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.85K+ 63.66% |
$189K - $192K
|
25.3K
$492K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.61K+ 11.52% |
$184K - $187K
|
93K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.57K+ 4.14% |
$184K - $187K
|
241K
$4.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
9.49K+ 37.25% |
$182K - $185K
|
35K
$680K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.65K+ 21.33% |
$166K - $169K
|
49.2K
$956K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
8.38K+ 11.68% |
$161K - $163K
|
80.1K
$1.56M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.16K+ 141.4% |
$137K - $140K
|
12.2K
$238K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.07K+ 4.43% |
$136K - $138K
|
167K
$3.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
6.82K+ 27.99% |
$131K - $133K
|
31.2K
$606K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
6.71K+ 18.37% |
$129K - $131K
|
43.2K
$841K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.56K+ 8.29% |
$126K - $128K
|
85.7K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.47K+ 9.49% |
$124K - $126K
|
74.6K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.4K+ 22.0% |
$123K - $125K
|
35.5K
$690K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.39K+ 32.76% |
$123K - $125K
|
25.9K
$503K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
6.38K+ 2.59% |
$122K - $125K
|
253K
$4.92M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.1K+ 7.13% |
$117K - $119K
|
91.8K
$1.78M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.92K+ 189.4% |
$113K - $115K
|
9.04K
$176K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.38K+ 4.6% |
$103K - $105K
|
122K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.21K+ 18.34% |
$99.9K - $102K
|
33.6K
$653K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.12KNew |
$98.1K - $99.8K
|
5.12K
$99.5K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.82K+ 19.75% |
$92.4K - $94K
|
29.2K
$568K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.76K+ 10.53% |
$91.2K - $92.8K
|
49.9K
$970K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.52K+ 8.51% |
$86.7K - $88.1K
|
57.6K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
4K+ 12.27% |
$76.8K - $78.1K
|
36.6K
$712K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.92KNew |
$75.1K - $76.4K
|
3.92K
$76.2K
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.89K+ 34.78% |
$74.5K - $75.8K
|
15.1K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.8K+ 5.25% |
$72.8K - $74.1K
|
76.1K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
3.76K+ 2.39% |
$72.2K - $73.4K
|
162K
$3.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.46K+ 3.14% |
$66.4K - $67.6K
|
114K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.44K+ 98.0% |
$65.9K - $67K
|
6.94K
$135K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.07K+ 4.68% |
$58.9K - $59.9K
|
68.7K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.93K+ 3488.1% |
$56.2K - $57.2K
|
3.01K
$58.6K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.65K+ 14.99% |
$50.9K - $51.8K
|
20.4K
$396K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.6K+ 13.62% |
$49.9K - $50.7K
|
21.7K
$422K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.6K+ 547.16% |
$49.8K - $50.7K
|
3.07K
$59.8K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.42K+ 5.81% |
$46.5K - $47.3K
|
44.1K
$857K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.3K+ 4.41% |
$44.1K - $44.9K
|
54.5K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.3K+ 1.69% |
$44.1K - $44.9K
|
139K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.1K+ 4.28% |
$40.2K - $40.9K
|
51.1K
$993K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.08K+ 12.74% |
$39.9K - $40.6K
|
18.4K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.01K+ 9.06% |
$38.6K - $39.2K
|
24.2K
$470K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.56K+ 8.23% |
$29.9K - $30.4K
|
20.5K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.56K+ 12.13% |
$29.8K - $30.4K
|
14.4K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.54K+ 2.1% |
$29.5K - $30K
|
74.7K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.29K+ 7.3% |
$24.7K - $25.1K
|
19K
$368K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.29KNew |
$24.7K - $25.1K
|
1.29K
$25K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.29K+ 4.47% |
$24.7K - $25.1K
|
30.1K
$584K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.24K+ 28.93% |
$23.7K - $24.1K
|
5.51K
$107K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.23KNew |
$23.6K - $24K
|
1.23K
$23.9K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
1.22KNew |
$23.4K - $23.8K
|
1.22K
$23.7K
|