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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
33.5KNew |
$622K - $652K
|
33.5K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
33.1K+ 62.74% |
$615K - $645K
|
85.9K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
33K+ 17.58% |
$613K - $643K
|
221K
$4.29M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
32.8K+ 35.74% |
$608K - $638K
|
125K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32.5K+ 6.72% |
$603K - $632K
|
516K
$10M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
31.1K+ 226.71% |
$576K - $605K
|
44.8K
$870K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.1KNew |
$540K - $566K
|
29.1K
$566K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
28.8KNew |
$534K - $560K
|
28.8K
$559K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
27.7K+ 2.35% |
$513K - $538K
|
1.2M
$23.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
26.7KNew |
$496K - $520K
|
26.7K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
26K+ 56.14% |
$482K - $506K
|
72.3K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
25.4K+ 22.93% |
$472K - $495K
|
136K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.7K+ 45.44% |
$459K - $481K
|
79.1K
$1.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
22.8K+ 2.11% |
$424K - $444K
|
1.1M
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
22K+ 154.38% |
$409K - $429K
|
36.3K
$705K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21.7K+ 55.09% |
$402K - $422K
|
61K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
21.3K+ 21.01% |
$395K - $414K
|
122K
$2.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
20.4KNew |
$379K - $397K
|
20.4K
$397K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
20.4KNew |
$378K - $397K
|
20.4K
$396K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
19.9K+ 19.12% |
$369K - $387K
|
124K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.2KNew |
$356K - $374K
|
19.2K
$373K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19K+ 271.82% |
$352K - $369K
|
25.9K
$504K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
18.5K+ 52.47% |
$342K - $359K
|
53.6K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
17.7KNew |
$328K - $345K
|
17.7K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17.2K+ 14.43% |
$320K - $335K
|
137K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16.7K+ 5.52% |
$310K - $325K
|
320K
$6.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
16.3KNew |
$303K - $318K
|
16.3K
$317K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
16.2K+ 41.84% |
$300K - $315K
|
54.9K
$1.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
16.1K+ 13.31% |
$299K - $313K
|
137K
$2.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
16K+ 64.61% |
$298K - $312K
|
40.9K
$794K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.9K+ 30.09% |
$295K - $309K
|
68.7K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.7K+ 61.86% |
$291K - $305K
|
41K
$797K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.2KNew |
$282K - $296K
|
15.2K
$296K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14.8K+ 122.07% |
$275K - $288K
|
27K
$524K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.8K+ 56.94% |
$274K - $287K
|
40.7K
$790K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13.7K+ 7.2% |
$255K - $268K
|
205K
$3.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
13.7K+ 10.5% |
$254K - $267K
|
144K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.7K+ 115.55% |
$254K - $266K
|
25.5K
$497K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13KNew |
$241K - $253K
|
13K
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
12.9KNew |
$239K - $251K
|
12.9K
$250K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.8KNew |
$238K - $250K
|
12.8K
$249K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12.4KNew |
$231K - $242K
|
12.4K
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.3K+ 17.21% |
$227K - $238K
|
83.4K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2K+ 32.65% |
$227K - $238K
|
49.7K
$966K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
12.2KNew |
$226K - $237K
|
12.2K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.9KNew |
$220K - $231K
|
11.9K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.4K+ 106.42% |
$212K - $223K
|
22.2K
$431K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.4KNew |
$211K - $221K
|
11.4K
$221K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.2K+ 19.85% |
$208K - $218K
|
67.6K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$193K - $203K
|
10.4K
$202K
|