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 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
3.13K+ 1.96% |
$60.1K - $62K
|
163K
$3.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.83K+ 2.25% |
$54.3K - $56.1K
|
129K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.77K+ 8.25% |
$53.2K - $54.9K
|
36.3K
$706K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.6KNew |
$50K - $51.6K
|
2.6K
$50.6K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.55K+ 14.8% |
$49K - $50.5K
|
19.8K
$385K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.53K+ 12.25% |
$48.5K - $50K
|
23.1K
$450K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.5K+ 2.27% |
$48K - $49.6K
|
113K
$2.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.37K+ 13.43% |
$45.5K - $47K
|
20K
$389K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.3K+ 7.97% |
$44.2K - $45.6K
|
31.2K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.2K+ 11.4% |
$42.2K - $43.6K
|
21.5K
$418K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.05K+ 13.58% |
$39.3K - $40.5K
|
17.1K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2K+ 0.43% |
$38.4K - $39.6K
|
463K
$9.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.98K+ 9.88% |
$38K - $39.2K
|
22K
$428K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.95K+ 4.25% |
$37.5K - $38.7K
|
47.9K
$931K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 8.27% |
$33.3K - $34.4K
|
22.7K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.67K+ 3.43% |
$32.1K - $33.1K
|
50.4K
$979K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.62KNew |
$31K - $32K
|
1.62K
$31.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.55K+ 3.01% |
$29.7K - $30.7K
|
53K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.45K+ 3.34% |
$27.7K - $28.6K
|
44.7K
$869K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.32KNew |
$25.3K - $26.1K
|
1.32K
$25.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.28K+ 0.88% |
$24.6K - $25.4K
|
147K
$2.85M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.28K+ 5.78% |
$24.5K - $25.3K
|
23.3K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.26K+ 49.67% |
$24.3K - $25.1K
|
3.81K
$74K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.24K+ 1.39% |
$23.7K - $24.5K
|
90.2K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 10.33% |
$22.3K - $23K
|
12.4K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.09K+ 1.91% |
$20.9K - $21.6K
|
58.1K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.08K+ 8.71% |
$20.7K - $21.3K
|
13.4K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 4.78% |
$19.6K - $20.2K
|
22.4K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 11.06% |
$19.2K - $19.8K
|
10K
$195K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
997+ 3.75% |
$19.1K - $19.8K
|
27.6K
$536K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
882+ 1.11% |
$16.9K - $17.5K
|
80.3K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
826+ 3.26% |
$15.9K - $16.4K
|
26.1K
$508K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
618+ 0.45% |
$11.9K - $12.2K
|
137K
$2.66M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
589+ 1.32% |
$11.3K - $11.7K
|
45.1K
$877K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
569+ 1.56% |
$10.9K - $11.3K
|
37K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
543+ 1.99% |
$10.4K - $10.8K
|
27.9K
$541K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
515+ 1.41% |
$9.89K - $10.2K
|
37.1K
$722K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
461New |
$8.85K - $9.14K
|
461
$8.96K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
323+ 1.06% |
$6.2K - $6.4K
|
30.7K
$597K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
257+ 2.1% |
$4.93K - $5.09K
|
12.5K
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
213+ 0.39% |
$4.09K - $4.22K
|
54.4K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
200New |
$3.84K - $3.96K
|
200
$3.89K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
195+ 0.86% |
$3.74K - $3.86K
|
23K
$447K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
186+ 0.24% |
$3.57K - $3.69K
|
79.3K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
184+ 5.22% |
$3.53K - $3.65K
|
3.71K
$72.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
178+ 1.35% |
$3.42K - $3.53K
|
13.4K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
136+ 0.68% |
$2.61K - $2.7K
|
20.2K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
107+ 0.02% |
$2.05K - $2.12K
|
489K
$9.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
105+ 0.73% |
$2.02K - $2.08K
|
14.4K
$280K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
103+ 0.62% |
$1.98K - $2.04K
|
16.8K
$326K
|