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
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
632+ 0.31% |
$11.7K - $12.3K
|
202K
$3.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
595+ 0.48% |
$11K - $11.6K
|
125K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
559+ 1.02% |
$10.4K - $10.9K
|
55.1K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
555New |
$10.3K - $10.8K
|
555
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
509+ 2.26% |
$9.44K - $9.91K
|
23K
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
504+ 0.54% |
$9.35K - $9.81K
|
94.4K
$1.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
500+ 3.29% |
$9.28K - $9.73K
|
15.7K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
475New |
$8.81K - $9.24K
|
475
$9.23K
|
|
|
Jan 30, 2024
Q4 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
460+ 0.29% |
$8.53K - $8.95K
|
161K
$3.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
313New |
$5.81K - $6.09K
|
313
$6.08K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
267+ 0.74% |
$4.95K - $5.2K
|
36.5K
$710K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
247+ 1.33% |
$4.58K - $4.81K
|
18.9K
$367K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
218+ 0.06% |
$4.04K - $4.24K
|
350K
$6.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
188+ 1.52% |
$3.49K - $3.66K
|
12.5K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
144+ 10.4% |
$2.67K - $2.8K
|
1.53K
$29.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70+ 1.02% |
$1.3K - $1.36K
|
6.91K
$134K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
66New |
$1.22K - $1.28K
|
66
$1.28K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33New |
$612 - $642
|
33
$642
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 0.66% |
$297 - $311
|
2.45K
$47.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.34% |
$204 - $214
|
3.29K
$63.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11+ 0.18% |
$204 - $214
|
6.03K
$117K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
11+ 15.07% |
$204 - $214
|
84
$1.63K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2+ 0.02% |
$37.1 - $38.9
|
10.8K
$210K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$37.1 - $38.9
|
2
$38.9
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-228- 18.57% |
$4.23K - $4.44K
|
1K
$19.4K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-266- 0.18% |
$4.93K - $5.18K
|
150K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-268- 4.11% |
$4.97K - $5.22K
|
6.25K
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-284- 2.31% |
$5.27K - $5.53K
|
12K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-371- 24.92% |
$6.88K - $7.22K
|
1.12K
$21.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-454- 11.28% |
$8.42K - $8.83K
|
3.57K
$69.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-592- 16.38% |
$11K - $11.5K
|
3.02K
$58.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-700- 3.54% |
$13K - $13.6K
|
19.1K
$371K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-822- 2.46% |
$15.2K - $16K
|
32.6K
$634K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-960- 7.46% |
$17.8K - $18.7K
|
11.9K
$232K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.04K- 2.28% |
$19.3K - $20.2K
|
44.5K
$865K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.15K- 4.33% |
$21.4K - $22.4K
|
25.5K
$495K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.3K- 1.95% |
$24.1K - $25.3K
|
65.2K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.32K- 1.47% |
$24.5K - $25.7K
|
88.4K
$1.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.42K- 2.65% |
$26.3K - $27.6K
|
52.2K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.62K- 4.33% |
$30K - $31.4K
|
35.7K
$694K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.73K- 8.77% |
$32.1K - $33.7K
|
18K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.15K- 12.31% |
$39.8K - $41.8K
|
15.3K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.43K- 3.21% |
$45K - $47.2K
|
73.2K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-3.08K- 4.2% |
$57.2K - $60K
|
70.4K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.16K- 5.09% |
$58.5K - $61.4K
|
58.9K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-3.37K- 1.22% |
$62.6K - $65.6K
|
274K
$5.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-3.75K- 9.77% |
$69.6K - $73K
|
34.7K
$674K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.17K- 1.55% |
$77.4K - $81.2K
|
265K
$5.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-6.08K- 1.35% |
$113K - $118K
|
444K
$8.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-6.48K- 8.13% |
$120K - $126K
|
73.2K
$1.42M
|