Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.87M+ 233.87% |
$34.6M - $36.3M
|
2.67M
$51.8M
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.03M+ 484.63% |
$19.2M - $20.1M
|
1.25M
$24.2M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
985K+ 15.83% |
$18.3M - $19.2M
|
7.21M
$140M
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
937KNew |
$17.4M - $18.2M
|
937K
$18.2M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
767K+ 48.93% |
$14.2M - $14.9M
|
2.33M
$45.4M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
740K+ 60.65% |
$13.7M - $14.4M
|
1.96M
$38.1M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
736K+ 26.8% |
$13.6M - $14.3M
|
3.48M
$67.7M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
336K+ 267.59% |
$6.23M - $6.54M
|
462K
$8.97M
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
302KNew |
$5.6M - $5.88M
|
302K
$5.87M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
269K+ 37.15% |
$5M - $5.24M
|
994K
$19.3M
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
264KNew |
$4.9M - $5.14M
|
264K
$5.13M
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
256KNew |
$4.75M - $4.98M
|
256K
$4.97M
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
223K+ 35.9% |
$4.14M - $4.34M
|
845K
$16.4M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
221K+ 85.71% |
$4.1M - $4.3M
|
479K
$9.31M
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
194K+ 30.45% |
$3.6M - $3.78M
|
832K
$16.2M
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
185K+ 329.23% |
$3.42M - $3.59M
|
241K
$4.68M
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
167K+ 183.9% |
$3.1M - $3.26M
|
258K
$5.02M
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
166KNew |
$3.07M - $3.22M
|
166K
$3.22M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
161K+ 48.36% |
$2.98M - $3.13M
|
493K
$9.59M
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
154KNew |
$2.86M - $3M
|
154K
$3M
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
151KNew |
$2.8M - $2.94M
|
151K
$2.93M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
148K+ 19.05% |
$2.75M - $2.88M
|
925K
$18M
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
139K+ 7.68% |
$2.58M - $2.7M
|
1.95M
$37.9M
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
131KNew |
$2.44M - $2.56M
|
131K
$2.55M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
128K+ 296.3% |
$2.38M - $2.5M
|
172K
$3.33M
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
115K+ 316.32% |
$2.14M - $2.24M
|
152K
$2.95M
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
106K+ 198.33% |
$1.97M - $2.06M
|
160K
$3.1M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
94.6K+ 50.5% |
$1.75M - $1.84M
|
282K
$5.48M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
79.6KNew |
$1.48M - $1.55M
|
79.6K
$1.55M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
77.1K+ 97.42% |
$1.43M - $1.5M
|
156K
$3.04M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.3K+ 139.82% |
$1.34M - $1.41M
|
124K
$2.41M
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
71.7K+ 17.23% |
$1.33M - $1.39M
|
488K
$9.48M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.1KNew |
$1.32M - $1.38M
|
71.1K
$1.38M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
64.3KNew |
$1.19M - $1.25M
|
64.3K
$1.25M
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
60.2KNew |
$1.12M - $1.17M
|
60.2K
$1.17M
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
55.7K+ 25.47% |
$1.03M - $1.08M
|
274K
$5.34M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
54.7K+ 20.03% |
$1.02M - $1.07M
|
328K
$6.38M
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
53.5KNew |
$992K - $1.04M
|
53.5K
$1.04M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
50.6KNew |
$938K - $984K
|
50.6K
$983K
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
49.8K+ 146.55% |
$923K - $969K
|
83.7K
$1.63M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
46.4K+ 212.83% |
$860K - $902K
|
68.2K
$1.32M
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
43.9K+ 21.35% |
$813K - $853K
|
249K
$4.85M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.5K+ 28.8% |
$807K - $847K
|
195K
$3.78M
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
42.6K+ 33.89% |
$791K - $830K
|
168K
$3.27M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.3K+ 5.27% |
$784K - $823K
|
844K
$16.4M
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
41.5KNew |
$769K - $807K
|
41.5K
$806K
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
37K+ 270.72% |
$687K - $721K
|
50.7K
$986K
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
36.7K+ 104.65% |
$680K - $713K
|
71.7K
$1.39M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.9K+ 6.78% |
$666K - $698K
|
565K
$11M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.8K+ 6.52% |
$628K - $658K
|
553K
$10.7M
|