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
|
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 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
12.7K+ 21.36% |
$246K - $250K
|
71.9K
$1.4M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.32K+ 12.75% |
$181K - $184K
|
82.5K
$1.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
9.31K+ 5.68% |
$181K - $184K
|
173K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
8.46K+ 75.11% |
$164K - $167K
|
19.7K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.37K+ 13.91% |
$163K - $165K
|
68.5K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8.08K+ 4.98% |
$157K - $160K
|
170K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.98K+ 35.14% |
$155K - $158K
|
30.7K
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
7.2K+ 6.82% |
$140K - $142K
|
113K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.93KNew |
$135K - $137K
|
6.93K
$135K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.7K+ 1.95% |
$130K - $132K
|
350K
$6.82M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.69K+ 28.91% |
$130K - $132K
|
29.8K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.32K+ 39.22% |
$123K - $125K
|
22.4K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.5KNew |
$107K - $109K
|
5.5K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.4K+ 14.87% |
$105K - $107K
|
41.7K
$813K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.02K+ 295.18% |
$97.4K - $99.2K
|
6.72K
$131K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5K+ 11.87% |
$97K - $98.7K
|
47.1K
$918K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.99K+ 7.02% |
$96.9K - $98.6K
|
76K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.82K+ 7.31% |
$93.6K - $95.2K
|
70.7K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.67K+ 3.68% |
$90.7K - $92.3K
|
132K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.2K+ 21.23% |
$81.6K - $83K
|
24K
$468K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.93K+ 1.33% |
$76.3K - $77.6K
|
299K
$5.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.83K+ 100.45% |
$74.3K - $75.6K
|
7.64K
$149K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
3.63K+ 1.37% |
$70.5K - $71.7K
|
270K
$5.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.37K+ 10.82% |
$65.5K - $66.6K
|
34.5K
$673K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.31K+ 4.42% |
$64.2K - $65.4K
|
78.1K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.26K+ 2.09% |
$63.2K - $64.3K
|
159K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.86K+ 2.3% |
$55.6K - $56.6K
|
128K
$2.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.85K+ 28.14% |
$55.4K - $56.4K
|
13K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.53K+ 1.55% |
$49.1K - $49.9K
|
165K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.5K+ 19.69% |
$48.6K - $49.4K
|
15.2K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.49K+ 2.11% |
$48.3K - $49.2K
|
120K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.46K+ 8.98% |
$47.9K - $48.7K
|
29.9K
$583K
|