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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
28K+ 269.26% |
$544K - $554K
|
38.4K
$749K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
27.9KNew |
$542K - $551K
|
27.9K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26.2KNew |
$508K - $517K
|
26.2K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
25.8K+ 7.31% |
$502K - $511K
|
380K
$7.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
25.6K+ 76.6% |
$497K - $506K
|
59.1K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
24.8K+ 28.57% |
$483K - $491K
|
112K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.9K+ 6.52% |
$465K - $473K
|
391K
$7.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
23.9K+ 13.85% |
$465K - $473K
|
197K
$3.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
23.3K+ 10.52% |
$452K - $460K
|
244K
$4.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
23.2KNew |
$450K - $458K
|
23.2K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
23.1K+ 18.31% |
$448K - $456K
|
149K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
22.9KNew |
$444K - $452K
|
22.9K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
21.9KNew |
$424K - $432K
|
21.9K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.4K+ 33.03% |
$415K - $423K
|
86.2K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
20.6K+ 4.16% |
$401K - $408K
|
517K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
19.5K+ 13.27% |
$378K - $385K
|
166K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
19.3KNew |
$374K - $381K
|
19.3K
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
18.7KNew |
$363K - $369K
|
18.7K
$364K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18.5K+ 250.86% |
$360K - $366K
|
25.9K
$505K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18.3KNew |
$356K - $362K
|
18.3K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18K+ 5.29% |
$349K - $355K
|
358K
$6.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
17.9K+ 8.38% |
$347K - $353K
|
231K
$4.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17.3KNew |
$336K - $342K
|
17.3K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
16.9K+ 7.56% |
$329K - $335K
|
241K
$4.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
16.7K+ 6.94% |
$324K - $329K
|
257K
$5.01M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.4KNew |
$318K - $324K
|
16.4K
$319K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
16KNew |
$311K - $317K
|
16K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
15.8K+ 0.68% |
$307K - $312K
|
2.35M
$45.9M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
15.1K+ 88.23% |
$293K - $298K
|
32.2K
$627K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
14.7K+ 7.6% |
$286K - $291K
|
209K
$4.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.3KNew |
$278K - $283K
|
14.3K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.3KNew |
$278K - $283K
|
14.3K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
14.2K+ 5.74% |
$276K - $281K
|
262K
$5.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
14.1KNew |
$275K - $279K
|
14.1K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.1K+ 10.26% |
$273K - $278K
|
151K
$2.95M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
13.9KNew |
$269K - $274K
|
13.9K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
13.6KNew |
$264K - $268K
|
13.6K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
13.4K+ 84.31% |
$260K - $265K
|
29.3K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.2KNew |
$256K - $261K
|
13.2K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.1K+ 15.82% |
$255K - $260K
|
96.2K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12.5KNew |
$243K - $247K
|
12.5K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.1KNew |
$234K - $239K
|
12.1K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.9KNew |
$231K - $235K
|
11.9K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
11.9K+ 13.16% |
$230K - $234K
|
102K
$1.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
11.1KNew |
$216K - $220K
|
11.1K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.9KNew |
$211K - $215K
|
10.9K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
10.8KNew |
$209K - $212K
|
10.8K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
10.5K+ 15.21% |
$204K - $208K
|
79.7K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$203K - $207K
|
10.5K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.98K+ 5.27% |
$194K - $197K
|
199K
$3.88M
|