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 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
7.05K+ 3.54% |
$134K - $136K
|
206K
$4.01M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7.02K+ 450.77% |
$134K - $136K
|
8.58K
$167K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.73K+ 41.88% |
$128K - $130K
|
22.8K
$443K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
6.69K+ 13.6% |
$127K - $129K
|
55.9K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
6.66K+ 8.32% |
$127K - $129K
|
86.7K
$1.69M
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.42K+ 2.22% |
$122K - $124K
|
296K
$5.75M
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.32K+ 31.22% |
$120K - $122K
|
26.6K
$516K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.17K+ 42.48% |
$117K - $119K
|
20.7K
$402K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.98K+ 3.04% |
$114K - $116K
|
203K
$3.94M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.8K+ 5.93% |
$110K - $112K
|
104K
$2.01M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5.66K+ 15.07% |
$108K - $109K
|
43.3K
$841K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.63K+ 39.12% |
$107K - $109K
|
20K
$389K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.35K+ 44.95% |
$102K - $103K
|
17.2K
$335K
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.29K+ 34.5% |
$101K - $102K
|
20.6K
$401K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.2K+ 36.41% |
$98.9K - $100K
|
19.5K
$378K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.18K+ 402.49% |
$98.6K - $100K
|
6.47K
$126K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.05K+ 7.88% |
$96.1K - $97.5K
|
69.1K
$1.34M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.85K+ 19.85% |
$92.4K - $93.7K
|
29.3K
$569K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.79K+ 26.0% |
$91.1K - $92.4K
|
23.2K
$451K
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.64K+ 10.51% |
$88.3K - $89.6K
|
48.7K
$947K
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
4.4K+ 3.01% |
$83.7K - $84.9K
|
150K
$2.92M
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.34K+ 17.56% |
$82.6K - $83.8K
|
29K
$564K
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.11K+ 7.14% |
$78.3K - $79.5K
|
61.7K
$1.2M
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
3.93K+ 1.55% |
$74.8K - $75.9K
|
257K
$5M
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.91K+ 3.43% |
$74.4K - $75.4K
|
118K
$2.29M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.83K+ 0.92% |
$72.9K - $74K
|
419K
$8.15M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.29K+ 2.2% |
$62.6K - $63.6K
|
153K
$2.98M
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.21K+ 4.29% |
$61K - $61.9K
|
77.9K
$1.51M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.93K+ 11.95% |
$55.7K - $56.5K
|
27.4K
$533K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 10.53% |
$49.5K - $50.3K
|
27.3K
$531K
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.6K+ 12.75% |
$49.4K - $50.2K
|
23K
$446K
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.55K+ 4.68% |
$48.5K - $49.2K
|
57K
$1.11M
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.53K+ 0.85% |
$48.1K - $48.8K
|
301K
$5.85M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.52K+ 7.5% |
$48K - $48.7K
|
36.1K
$702K
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.37K+ 7.61% |
$45.1K - $45.8K
|
33.5K
$652K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.37KNew |
$45.1K - $45.7K
|
2.37K
$46K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.37K+ 4.02% |
$45K - $45.7K
|
61.2K
$1.19M
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.19K+ 17.89% |
$41.7K - $42.3K
|
14.4K
$280K
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.15K+ 3.2% |
$41K - $41.6K
|
69.5K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.15K+ 0.44% |
$40.8K - $41.4K
|
486K
$9.45M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.09K+ 63.21% |
$39.7K - $40.3K
|
5.39K
$105K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.06K+ 11.41% |
$39.2K - $39.8K
|
20.1K
$391K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.02K+ 19.88% |
$38.4K - $39K
|
12.2K
$237K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.91K+ 15.37% |
$36.3K - $36.9K
|
14.3K
$278K
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.86K+ 1.11% |
$35.5K - $36K
|
170K
$3.3M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.8KNew |
$34.3K - $34.8K
|
1.8K
$35K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.77K+ 91.94% |
$33.7K - $34.2K
|
3.69K
$71.8K
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.45K+ 7.31% |
$27.7K - $28.1K
|
21.3K
$415K
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.45K+ 9.12% |
$27.6K - $28.1K
|
17.4K
$338K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.35K+ 2.7% |
$25.7K - $26K
|
51.3K
$996K
|