Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.41MNew |
$45.9M - $46.6M
|
2.41M
$46.9M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
896K+ 78.56% |
$17.1M - $17.3M
|
2.04M
$39.6M
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
668KNew |
$12.7M - $12.9M
|
668K
$13M
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
617K+ 49.25% |
$11.8M - $11.9M
|
1.87M
$36.4M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
468K+ 245.75% |
$8.9M - $9.04M
|
658K
$12.8M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
467K+ 682.69% |
$8.9M - $9.03M
|
536K
$10.4M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
429K+ 40.0% |
$8.17M - $8.29M
|
1.5M
$29.2M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
370K+ 9.59% |
$7.05M - $7.15M
|
4.23M
$82.2M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
351K+ 1353.68% |
$6.68M - $6.77M
|
377K
$7.32M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
333K+ 31.01% |
$6.35M - $6.44M
|
1.41M
$27.4M
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
283K+ 14.28% |
$5.38M - $5.46M
|
2.26M
$43.9M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
270K+ 3.36% |
$5.15M - $5.23M
|
8.32M
$162M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
270K+ 3.36% |
$5.15M - $5.23M
|
8.32M
$162M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
230K+ 32.35% |
$4.39M - $4.45M
|
943K
$18.3M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
172K+ 35.45% |
$3.28M - $3.33M
|
659K
$12.8M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
118K+ 139.3% |
$2.24M - $2.27M
|
202K
$3.93M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
116K+ 4.22% |
$2.2M - $2.24M
|
2.86M
$55.6M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
103K+ 502.62% |
$1.96M - $1.99M
|
124K
$2.4M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
100K+ 41.99% |
$1.91M - $1.94M
|
339K
$6.59M
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100KNew |
$1.91M - $1.93M
|
100K
$1.95M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.5K+ 2.58% |
$1.76M - $1.79M
|
3.68M
$71.6M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
90.8K+ 16.15% |
$1.73M - $1.75M
|
653K
$12.7M
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
88.5K+ 26.17% |
$1.69M - $1.71M
|
427K
$8.3M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
83.8K+ 10.97% |
$1.6M - $1.62M
|
847K
$16.5M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82.9K+ 7.3% |
$1.58M - $1.6M
|
1.22M
$23.7M
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
76.5K+ 17.4% |
$1.46M - $1.48M
|
516K
$10M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
71.9K+ 24.68% |
$1.37M - $1.39M
|
363K
$7.06M
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
71K+ 38.53% |
$1.35M - $1.37M
|
255K
$4.96M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67.9K+ 79.21% |
$1.29M - $1.31M
|
154K
$2.99M
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
67.7K+ 9.58% |
$1.29M - $1.31M
|
774K
$15.1M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
58.6K+ 164.96% |
$1.12M - $1.13M
|
94.1K
$1.83M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55.7K+ 31812.0% |
$1.06M - $1.08M
|
55.8K
$1.09M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.2K+ 10.78% |
$1.03M - $1.05M
|
557K
$10.8M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
51.1K+ 14.82% |
$972K - $987K
|
396K
$7.69M
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
43.8KNew |
$834K - $846K
|
43.8K
$851K
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
43.1KNew |
$821K - $833K
|
43.1K
$838K
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
42.7K+ 21.8% |
$814K - $826K
|
239K
$4.64M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
42.4K+ 3.18% |
$808K - $820K
|
1.38M
$26.8M
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
40.3K+ 7.07% |
$768K - $779K
|
611K
$11.9M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
39.4KNew |
$750K - $761K
|
39.4K
$766K
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
38.1K+ 13.43% |
$726K - $736K
|
322K
$6.26M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.5K+ 6.42% |
$695K - $705K
|
604K
$11.8M
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
36.4KNew |
$693K - $703K
|
36.4K
$708K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.1K+ 10.16% |
$630K - $639K
|
359K
$6.97M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.1K+ 30.04% |
$630K - $639K
|
143K
$2.78M
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
32.7K+ 10.6% |
$623K - $633K
|
342K
$6.64M
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
32.7K+ 3.53% |
$623K - $632K
|
961K
$18.7M
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
31.9KNew |
$608K - $617K
|
31.9K
$621K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
30.1K+ 20.54% |
$573K - $582K
|
177K
$3.43M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
29.5K+ 32.16% |
$562K - $570K
|
121K
$2.36M
|