Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.85MNew |
$74.8M - $76.1M
|
3.85M
$75.1M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
929KNew |
$18M - $18.4M
|
929K
$18.1M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
729K+ 2962.68% |
$14.1M - $14.4M
|
753K
$14.7M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
592K+ 2561.62% |
$11.5M - $11.7M
|
615K
$12M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
531K+ 13.38% |
$10.3M - $10.5M
|
4.5M
$87.7M
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
504K+ 369.48% |
$9.79M - $9.96M
|
641K
$12.5M
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
421KNew |
$8.19M - $8.33M
|
421K
$8.21M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
369KNew |
$7.17M - $7.3M
|
369K
$7.2M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
300K+ 2582.14% |
$5.83M - $5.93M
|
312K
$6.07M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
252K+ 61.07% |
$4.89M - $4.97M
|
664K
$12.9M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
225K+ 12.19% |
$4.37M - $4.45M
|
2.07M
$40.4M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
194K+ 15.52% |
$3.76M - $3.83M
|
1.44M
$28.1M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
163KNew |
$3.17M - $3.22M
|
163K
$3.18M
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
123K+ 35.01% |
$2.39M - $2.44M
|
475K
$9.27M
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
116K+ 11.62% |
$2.25M - $2.29M
|
1.11M
$21.7M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
109K+ 4.29% |
$2.12M - $2.15M
|
2.65M
$51.6M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
105K+ 1164.48% |
$2.03M - $2.06M
|
113K
$2.21M
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
96.2K+ 6.91% |
$1.87M - $1.9M
|
1.49M
$29M
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
94.3KNew |
$1.83M - $1.86M
|
94.3K
$1.84M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93.1K+ 23.33% |
$1.81M - $1.84M
|
492K
$9.59M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
82.8K+ 167.73% |
$1.61M - $1.64M
|
132K
$2.57M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
74.5K+ 120.94% |
$1.45M - $1.47M
|
136K
$2.65M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
71.8KNew |
$1.39M - $1.42M
|
71.8K
$1.4M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
71.6KNew |
$1.39M - $1.42M
|
71.6K
$1.4M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
67K+ 24.26% |
$1.3M - $1.32M
|
343K
$6.69M
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
64.5K+ 141.5% |
$1.25M - $1.27M
|
110K
$2.14M
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
61.5KNew |
$1.19M - $1.22M
|
61.5K
$1.2M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
61.5K+ 7.75% |
$1.19M - $1.22M
|
855K
$16.7M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
58K+ 18.51% |
$1.13M - $1.15M
|
371K
$7.24M
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
52.8K+ 8.7% |
$1.03M - $1.04M
|
660K
$12.9M
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
50.7KNew |
$984K - $1M
|
50.7K
$988K
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
50.5KNew |
$981K - $998K
|
50.5K
$984K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
50.3K+ 80.83% |
$977K - $994K
|
113K
$2.19M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
48.6KNew |
$943K - $960K
|
48.6K
$947K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.4K+ 94.16% |
$921K - $937K
|
97.8K
$1.91M
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
45.8KNew |
$889K - $904K
|
45.8K
$892K
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
45KNew |
$875K - $890K
|
45K
$878K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
44.8K+ 14.2% |
$871K - $886K
|
361K
$7.03M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44.8K+ 57.23% |
$870K - $885K
|
123K
$2.4M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
41.6KNew |
$808K - $822K
|
41.6K
$811K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41.5K+ 265.11% |
$806K - $820K
|
57.2K
$1.11M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
37.9KNew |
$735K - $748K
|
37.9K
$738K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.4KNew |
$707K - $719K
|
36.4K
$709K
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
36KNew |
$698K - $711K
|
36K
$701K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35.7K+ 26.54% |
$692K - $705K
|
170K
$3.31M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35.3K+ 155.79% |
$686K - $698K
|
58K
$1.13M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
34.5K+ 528.42% |
$671K - $683K
|
41.1K
$801K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
32.5K+ 30.85% |
$631K - $642K
|
138K
$2.68M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
29.1K+ 14.78% |
$566K - $576K
|
226K
$4.41M
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
28.2K+ 7.84% |
$547K - $557K
|
388K
$7.56M
|