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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89+ 0.08% |
$1.71K - $1.76K
|
115K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
43+ 1.09% |
$826 - $852
|
4K
$77.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
41+ 0.33% |
$787 - $813
|
12.6K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
24+ 2.12% |
$461 - $476
|
1.16K
$22.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
23+ 0.1% |
$442 - $456
|
22.6K
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16+ 0.06% |
$307 - $317
|
27.4K
$533K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.22% |
$230 - $238
|
5.4K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7+ 0.06% |
$134 - $139
|
11.9K
$231K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-61- 1.01% |
$1.17K - $1.21K
|
5.99K
$117K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-93- 0.08% |
$1.79K - $1.84K
|
124K
$2.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-233- 0.14% |
$4.47K - $4.62K
|
164K
$3.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-277- 1.71% |
$5.32K - $5.49K
|
15.9K
$309K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-297- 0.43% |
$5.7K - $5.89K
|
69.2K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-317- 0.52% |
$6.09K - $6.28K
|
60.2K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-424- 0.67% |
$8.14K - $8.4K
|
62.4K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-615- 5.25% |
$11.8K - $12.2K
|
11.1K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-684- 0.16% |
$13.1K - $13.6K
|
426K
$8.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1K- 15.46% |
$19.2K - $19.8K
|
5.47K
$106K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 1.07% |
$19.2K - $19.8K
|
92.9K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.12K- 9.78% |
$21.5K - $22.2K
|
10.4K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.79K- 40.04% |
$34.4K - $35.5K
|
2.69K
$52.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.04K- 4.18% |
$39.1K - $40.3K
|
46.7K
$908K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.17K- 1.35% |
$41.6K - $43K
|
158K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.25K- 1.0% |
$43.1K - $44.5K
|
222K
$4.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-2.28K- 5.7% |
$43.8K - $45.2K
|
37.7K
$733K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.32K- 3.28% |
$44.6K - $46K
|
68.4K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.6K- 3.53% |
$49.9K - $51.5K
|
71K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.62K- 4.12% |
$50.2K - $51.9K
|
61K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.68K- 11.1% |
$51.5K - $53.2K
|
21.5K
$418K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.69K- 5.91% |
$51.6K - $53.3K
|
42.8K
$832K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.91K- 8.97% |
$55.9K - $57.7K
|
29.5K
$574K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.09K- 3.97% |
$59.3K - $61.2K
|
74.8K
$1.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.15K- 21.86% |
$60.5K - $62.5K
|
11.3K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-7.46K- 5.23% |
$143K - $148K
|
135K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7.85K- 11.23% |
$151K - $156K
|
62.1K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.46K- 23.43% |
$162K - $168K
|
27.7K
$538K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-13.1K- 3.24% |
$251K - $259K
|
391K
$7.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-18.2K- 4.26% |
$349K - $360K
|
409K
$7.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-18.7K- 1.16% |
$359K - $370K
|
1.59M
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-36.4K- 4.81% |
$699K - $721K
|
720K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-92.7K- 1.11% |
$1.78M - $1.84M
|
8.22M
$160M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-158K- 28.36% |
$3.03M - $3.13M
|
399K
$7.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-166K- 39.71% |
$3.2M - $3.3M
|
253K
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-210K- 5.1% |
$4.04M - $4.17M
|
3.91M
$76M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-251K- 79.51% |
$4.82M - $4.98M
|
64.8K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-352K- 93.47% |
$6.76M - $6.97M
|
24.6K
$478K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-1.17M- 72.73% |
$22.5M - $23.2M
|
440K
$8.55M
|