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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.07K+ 4.74% |
$20.5K - $20.8K
|
23.6K
$458K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 7.06% |
$19.9K - $20.3K
|
15.8K
$307K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.04K+ 9.62% |
$19.9K - $20.3K
|
11.8K
$230K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.02K+ 1.45% |
$19.5K - $19.9K
|
71.4K
$1.39M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 5.31% |
$19.2K - $19.6K
|
19.9K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1KNew |
$19.2K - $19.5K
|
1K
$19.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$19.2K - $19.5K
|
1K
$19.4K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
992+ 2.71% |
$19K - $19.4K
|
37.6K
$731K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
886+ 4.34% |
$17K - $17.3K
|
21.3K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
834+ 3.22% |
$16K - $16.3K
|
26.8K
$520K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
788+ 1.01% |
$15.1K - $15.4K
|
78.6K
$1.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
564+ 1.27% |
$10.8K - $11K
|
45.1K
$876K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
534+ 2.54% |
$10.2K - $10.4K
|
21.5K
$419K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
451New |
$8.65K - $8.8K
|
451
$8.77K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
384+ 2.45% |
$7.37K - $7.49K
|
16.1K
$312K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
368+ 0.44% |
$7.06K - $7.18K
|
84.4K
$1.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
285+ 0.47% |
$5.47K - $5.56K
|
60.5K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
205New |
$3.93K - $4K
|
205
$3.99K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
181+ 1.81% |
$3.47K - $3.53K
|
10.2K
$197K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
175New |
$3.36K - $3.41K
|
175
$3.4K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
168+ 0.62% |
$3.22K - $3.28K
|
27.1K
$527K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
112+ 1.02% |
$2.15K - $2.19K
|
11.1K
$216K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
100+ 6.54% |
$1.92K - $1.95K
|
1.63K
$31.6K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70+ 1.01% |
$1.34K - $1.37K
|
6.98K
$136K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30+ 0.26% |
$575 - $585
|
11.7K
$228K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30+ 0.99% |
$575 - $585
|
3.05K
$59.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.33% |
$211 - $215
|
3.3K
$64.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
11+ 0.02% |
$211 - $215
|
50.9K
$989K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10+ 0.08% |
$192 - $195
|
11.9K
$231K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2- -0.0% |
$38.4 - $39
|
53.6K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-49- 0.04% |
$940 - $956
|
125K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-49- 1.37% |
$940 - $956
|
3.52K
$68.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-143- 0.7% |
$2.74K - $2.79K
|
20.2K
$393K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-175- 1.47% |
$3.36K - $3.41K
|
11.7K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-198- 3.17% |
$3.8K - $3.86K
|
6.05K
$118K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-225- 2.57% |
$4.32K - $4.39K
|
8.53K
$166K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-294- 0.2% |
$5.64K - $5.74K
|
150K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-317- 2.49% |
$6.08K - $6.18K
|
12.4K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-366- 1.47% |
$7.02K - $7.14K
|
24.5K
$476K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-446- 0.61% |
$8.55K - $8.7K
|
72.7K
$1.41M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-783- 32.01% |
$15K - $15.3K
|
1.66K
$32.3K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-792- 4.2% |
$15.2K - $15.5K
|
18K
$351K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-881- 1.44% |
$16.9K - $17.2K
|
60.4K
$1.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-886- 0.53% |
$17K - $17.3K
|
168K
$3.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-890- 1.36% |
$17.1K - $17.4K
|
64.3K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.07K- 1.43% |
$20.5K - $20.8K
|
73.6K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.36K- 22.62% |
$26.2K - $26.6K
|
4.67K
$90.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-1.37K- 10.97% |
$26.4K - $26.8K
|
11.2K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.4K- 1.34% |
$26.9K - $27.4K
|
103K
$2.01M
|