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
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6.65K- 68.57% |
$123K - $129K
|
3.05K
$59.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6.69K- 8.38% |
$124K - $130K
|
73.1K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-6.92K- 22.12% |
$128K - $135K
|
24.4K
$474K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-8.35K- 1.54% |
$155K - $163K
|
535K
$10.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-8.92K- 3.26% |
$165K - $174K
|
264K
$5.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-11.8K- 6.98% |
$220K - $230K
|
158K
$3.07M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-16K- 19.71% |
$298K - $312K
|
65.3K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-22.1K- 3.43% |
$410K - $430K
|
623K
$12.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-27.1K- 4.11% |
$502K - $527K
|
631K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30K- 14.41% |
$556K - $583K
|
178K
$3.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-31.3K- 7.98% |
$580K - $608K
|
361K
$7.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-32.6K- 27.7% |
$606K - $635K
|
85.2K
$1.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-35.5K- 76.35% |
$658K - $690K
|
11K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-47.8K- 66.22% |
$887K - $930K
|
24.4K
$474K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-49.9K- 36.82% |
$926K - $971K
|
85.6K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-66.7K- 16.98% |
$1.24M - $1.3M
|
326K
$6.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-87.9K- 4.72% |
$1.63M - $1.71M
|
1.77M
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-99.7K- 20.26% |
$1.85M - $1.94M
|
392K
$7.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 25.44% |
$2.16M - $2.27M
|
342K
$6.64M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-400K- 43.94% |
$7.41M - $7.78M
|
510K
$9.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-624K- 96.63% |
$11.6M - $12.1M
|
21.8K
$423K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.11M- 13.32% |
$20.6M - $21.6M
|
7.21M
$140M
|