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 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.94K+ 28.21% |
$184K - $193K
|
45.2K
$878K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.65K+ 21.44% |
$160K - $168K
|
49K
$952K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.11KNew |
$150K - $158K
|
8.11K
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
8.05K+ 24.79% |
$149K - $157K
|
40.5K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.59K+ 7.16% |
$141K - $148K
|
114K
$2.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
7.49K+ 3.13% |
$139K - $146K
|
247K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
6.98K+ 23.56% |
$129K - $136K
|
36.6K
$712K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
6.8K+ 19.5% |
$126K - $132K
|
41.7K
$810K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
6.71K+ 9.86% |
$124K - $130K
|
74.7K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
6.66K+ 5.82% |
$124K - $130K
|
121K
$2.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.86K+ 0.67% |
$109K - $114K
|
876K
$17M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.7K+ 13.32% |
$106K - $111K
|
48.5K
$943K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
5.28K+ 11.04% |
$98K - $103K
|
53.1K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.07KNew |
$94K - $98.6K
|
5.07K
$98.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.91K+ 6.39% |
$91.1K - $95.6K
|
81.7K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.72K+ 19.94% |
$87.5K - $91.8K
|
28.4K
$552K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.33K+ 76.6% |
$80.3K - $84.2K
|
9.98K
$194K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.92KNew |
$72.7K - $76.3K
|
3.92K
$76.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3.84K+ 32.64% |
$71.3K - $74.8K
|
15.6K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.57K+ 29.97% |
$66.2K - $69.4K
|
15.5K
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.5K+ 66.43% |
$64.9K - $68K
|
8.76K
$170K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.03K+ 18.41% |
$56.3K - $59K
|
19.5K
$379K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.83K+ 223.75% |
$52.4K - $55K
|
4.09K
$79.5K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.39K+ 1.05% |
$44.4K - $46.5K
|
231K
$4.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.35K+ 202.24% |
$43.5K - $45.7K
|
3.51K
$68.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.33K+ 10.86% |
$43.2K - $45.4K
|
23.8K
$463K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.25K+ 4.62% |
$41.7K - $43.7K
|
50.9K
$989K
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
2.11K+ 0.63% |
$39.1K - $41K
|
338K
$6.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.07K+ 2.01% |
$38.3K - $40.2K
|
105K
$2.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.01K+ 8.81% |
$37.3K - $39.2K
|
24.9K
$483K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.94K+ 15.11% |
$35.9K - $37.7K
|
14.7K
$287K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.84K+ 92200.0% |
$34.2K - $35.9K
|
1.85K
$35.9K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.81K+ 17.53% |
$33.6K - $35.2K
|
12.1K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.78K+ 10.35% |
$33K - $34.6K
|
19K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 3.35% |
$30.1K - $31.6K
|
50.1K
$974K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.61K+ 1.4% |
$29.9K - $31.4K
|
117K
$2.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.47K+ 1.35% |
$27.2K - $28.5K
|
110K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.34K+ 6.82% |
$24.9K - $26.1K
|
21K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.18K+ 7.02% |
$21.9K - $23K
|
18K
$350K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 3.23% |
$20.9K - $22K
|
36.1K
$701K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.05K+ 1.62% |
$19.4K - $20.4K
|
65.6K
$1.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.03KNew |
$19.1K - $20K
|
1.03K
$20K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
997New |
$18.5K - $19.4K
|
997
$19.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
912+ 41.25% |
$16.9K - $17.7K
|
3.12K
$60.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
875+ 4.87% |
$16.2K - $17K
|
18.8K
$366K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
842+ 0.06% |
$15.6K - $16.4K
|
1.47M
$28.6M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
783+ 1.02% |
$14.5K - $15.2K
|
77.8K
$1.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
780New |
$14.5K - $15.2K
|
780
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
700New |
$13K - $13.6K
|
700
$13.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
648+ 17.88% |
$12K - $12.6K
|
4.27K
$83.1K
|