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 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.11K- 0.66% |
$40.1K - $40.7K
|
316K
$6.14M
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.14K- 4.75% |
$40.8K - $41.4K
|
42.9K
$835K
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.5K- 7.6% |
$47.6K - $48.3K
|
30.4K
$591K
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.76K- 1.86% |
$52.6K - $53.3K
|
145K
$2.83M
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.77K- 3.97% |
$52.7K - $53.5K
|
66.9K
$1.3M
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.81K- 0.88% |
$53.4K - $54.2K
|
317K
$6.16M
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.28K- 4.48% |
$62.5K - $63.4K
|
69.9K
$1.36M
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-4.33K- 9.77% |
$82.5K - $83.7K
|
40K
$778K
|
|
Jul 22, 2024
Q2 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-4.89K- 3.58% |
$93.1K - $94.5K
|
132K
$2.56M
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.63K- 1.99% |
$107K - $109K
|
278K
$5.4M
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-7.22K- 4.31% |
$138K - $140K
|
160K
$3.12M
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-7.38K- 29.47% |
$140K - $143K
|
17.7K
$343K
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-7.46K- 3.22% |
$142K - $144K
|
224K
$4.36M
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-8.62K- 12.07% |
$164K - $167K
|
62.8K
$1.22M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.6K- 5.36% |
$201K - $204K
|
187K
$3.63M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.4K- 35.3% |
$218K - $221K
|
21K
$408K
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-11.9K- 9.73% |
$226K - $230K
|
110K
$2.14M
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-15.3K- 18.76% |
$291K - $295K
|
66.1K
$1.29M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.6K- 4.75% |
$316K - $320K
|
332K
$6.46M
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20.9K- 27.23% |
$399K - $405K
|
56K
$1.09M
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-26.4K- 35.15% |
$503K - $510K
|
48.7K
$947K
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-26.6K- 61.41% |
$506K - $513K
|
16.7K
$324K
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-26.7K- 10.71% |
$507K - $515K
|
222K
$4.32M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.1K- 20.79% |
$573K - $581K
|
115K
$2.23M
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-32.5K- 7.45% |
$620K - $629K
|
404K
$7.86M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-39.7K- 2.42% |
$757K - $768K
|
1.6M
$31.2M
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-40.3K- 19.68% |
$767K - $778K
|
164K
$3.19M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-69.1K- 13.92% |
$1.31M - $1.33M
|
427K
$8.3M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-85.4K- 60.47% |
$1.63M - $1.65M
|
55.8K
$1.09M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-87.8K- 41.08% |
$1.67M - $1.7M
|
126K
$2.45M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-118K- 45.38% |
$2.26M - $2.29M
|
143K
$2.77M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-125K- 78.59% |
$2.38M - $2.42M
|
34.1K
$663K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-132K- 39.88% |
$2.51M - $2.55M
|
199K
$3.86M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-193K- 28.32% |
$3.68M - $3.73M
|
489K
$9.5M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-741K- 76.7% |
$14.1M - $14.3M
|
225K
$4.37M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-966K- 18.98% |
$18.4M - $18.7M
|
4.12M
$80.1M
|