Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
37.1K+ 38.12% |
$712K - $735K
|
134K
$2.61M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
35.1K+ 4.14% |
$673K - $695K
|
882K
$17.2M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
34.6K+ 1.21% |
$664K - $685K
|
2.89M
$56.3M
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
33KNew |
$634K - $654K
|
33K
$641K
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
31.9K+ 9.91% |
$612K - $632K
|
354K
$6.88M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.6K+ 3.19% |
$607K - $627K
|
1.02M
$19.9M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31.3K+ 32.71% |
$601K - $621K
|
127K
$2.47M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.2K+ 8.59% |
$599K - $619K
|
395K
$7.67M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
31KNew |
$596K - $615K
|
31K
$603K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
30.8KNew |
$591K - $610K
|
30.8K
$598K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
30.8K+ 21.76% |
$591K - $610K
|
172K
$3.35M
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
29.7K+ 13.61% |
$571K - $590K
|
248K
$4.83M
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
27.6K+ 16.24% |
$530K - $547K
|
197K
$3.84M
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
27.5KNew |
$529K - $546K
|
27.5K
$536K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
27.2K+ 48.68% |
$522K - $539K
|
83.1K
$1.62M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27K+ 52.77% |
$519K - $536K
|
78.3K
$1.52M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
26.8K+ 16.05% |
$515K - $532K
|
194K
$3.77M
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
26K+ 8.2% |
$499K - $515K
|
343K
$6.67M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
23.7K+ 35.35% |
$454K - $469K
|
90.6K
$1.76M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23.1KNew |
$444K - $458K
|
23.1K
$449K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23K+ 9.0% |
$442K - $456K
|
279K
$5.42M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
22.2K+ 21.44% |
$427K - $441K
|
126K
$2.45M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
21.6K+ 5.47% |
$416K - $429K
|
417K
$8.11M
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
21.4K+ 10.54% |
$410K - $423K
|
224K
$4.36M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
21.1K+ 32.09% |
$406K - $419K
|
87K
$1.69M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.5K+ 3.83% |
$394K - $407K
|
556K
$10.8M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
20.2K+ 1195.27% |
$388K - $400K
|
21.9K
$426K
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
19.7K+ 6.65% |
$378K - $390K
|
316K
$6.14M
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
19.6K+ 2.53% |
$377K - $389K
|
794K
$15.4M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
19.5KNew |
$375K - $387K
|
19.5K
$379K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
18.5K+ 42.13% |
$354K - $366K
|
62.2K
$1.21M
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
17.8K+ 5.21% |
$342K - $353K
|
360K
$6.99M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17K+ 6.12% |
$326K - $337K
|
295K
$5.73M
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
15.9KNew |
$305K - $315K
|
15.9K
$309K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15.7KNew |
$301K - $311K
|
15.7K
$305K
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15.7KNew |
$301K - $311K
|
15.7K
$305K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
15.6K+ 17.96% |
$299K - $309K
|
102K
$1.99M
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
15.4K+ 85.78% |
$296K - $306K
|
33.4K
$650K
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
15.4K+ 4.76% |
$296K - $306K
|
339K
$6.6M
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
15K+ 1.09% |
$288K - $298K
|
1.39M
$27.1M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.2K+ 13.72% |
$273K - $282K
|
118K
$2.29M
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
BUY
|
- |
13.5KNew |
$259K - $267K
|
13.5K
$262K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12.7KNew |
$244K - $252K
|
12.7K
$247K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.6K+ 6.44% |
$242K - $250K
|
208K
$4.05M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.6K+ 7.12% |
$241K - $249K
|
189K
$3.68M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12K+ 57.97% |
$230K - $238K
|
32.7K
$635K
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
11.6KNew |
$223K - $230K
|
11.6K
$226K
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.2K+ 65.05% |
$215K - $222K
|
28.4K
$551K
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
10.8K+ 4.73% |
$208K - $215K
|
240K
$4.67M
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
10.5K+ 21.53% |
$201K - $208K
|
59.2K
$1.15M
|