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 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.41K- 4.08% |
$27.1K - $27.5K
|
33.2K
$646K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.7K- 6.36% |
$32.6K - $33.2K
|
25K
$487K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.86K- 3.84% |
$35.7K - $36.3K
|
46.6K
$907K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.15K- 5.97% |
$41.3K - $42K
|
33.9K
$659K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 4.7% |
$45.2K - $46K
|
47.7K
$928K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.74K- 89.8% |
$52.5K - $53.4K
|
311
$6.05K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.81K- 7.86% |
$53.8K - $54.7K
|
32.9K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.63K- 20.18% |
$69.7K - $70.9K
|
14.4K
$279K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.7K- 6.84% |
$90.1K - $91.6K
|
64K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.36K- 24.91% |
$122K - $124K
|
19.2K
$373K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.59K- 8.06% |
$126K - $129K
|
75.1K
$1.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-15.2K- 5.75% |
$291K - $296K
|
249K
$4.84M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.8K- 19.67% |
$321K - $327K
|
68.4K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-17K- 46.91% |
$327K - $332K
|
19.3K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-18.3K- 44.05% |
$350K - $356K
|
23.2K
$451K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-19.3K- 5.52% |
$371K - $377K
|
331K
$6.43M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20K- 3.87% |
$383K - $389K
|
496K
$9.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-24K- 14.97% |
$461K - $469K
|
137K
$2.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-49.3K- 10.12% |
$946K - $963K
|
438K
$8.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-52.7K- 8.45% |
$1.01M - $1.03M
|
570K
$11.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-74.7K- 51.74% |
$1.43M - $1.46M
|
69.7K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-129K- 7.29% |
$2.48M - $2.52M
|
1.64M
$32M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-141K- 99.88% |
$2.71M - $2.75M
|
175
$3.4K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-184K- 36.11% |
$3.53M - $3.59M
|
326K
$6.33M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-230K- 24.44% |
$4.42M - $4.49M
|
712K
$13.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-270K- 3.25% |
$5.19M - $5.28M
|
8.05M
$156M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-280K- 56.69% |
$5.37M - $5.46M
|
214K
$4.15M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-359K- 32.59% |
$6.9M - $7.01M
|
744K
$14.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-587K- 92.98% |
$11.3M - $11.5M
|
44.3K
$862K
|