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 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.02K+ 3.69% |
$19.8K - $20.1K
|
28.6K
$560K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
939+ 1.54% |
$18.2K - $18.6K
|
61.9K
$1.21M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
904+ 2.11% |
$17.6K - $17.9K
|
43.7K
$856K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
893+ 3.59% |
$17.3K - $17.6K
|
25.8K
$505K
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
868+ 1.08% |
$16.9K - $17.2K
|
81.2K
$1.59M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
797+ 0.08% |
$15.5K - $15.7K
|
1.02M
$20M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
714New |
$13.9K - $14.1K
|
714
$14K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
644+ 3.96% |
$12.5K - $12.7K
|
16.9K
$331K
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
604+ 2.7% |
$11.7K - $11.9K
|
23K
$450K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
523New |
$10.2K - $10.3K
|
523
$10.3K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
511+ 1.83% |
$9.92K - $10.1K
|
28.4K
$556K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
500New |
$9.71K - $9.88K
|
500
$9.8K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
497+ 3.08% |
$9.65K - $9.82K
|
16.6K
$326K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
460+ 4.39% |
$8.93K - $9.09K
|
10.9K
$215K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
442New |
$8.58K - $8.73K
|
442
$8.66K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
431+ 0.79% |
$8.37K - $8.52K
|
54.8K
$1.07M
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
426New |
$8.27K - $8.42K
|
426
$8.35K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
374+ 10.14% |
$7.26K - $7.39K
|
4.06K
$79.6K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
312+ 1.08% |
$6.06K - $6.17K
|
29.2K
$572K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
185+ 0.75% |
$3.59K - $3.66K
|
25K
$490K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
166+ 1.06% |
$3.22K - $3.28K
|
15.8K
$310K
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
144+ 0.4% |
$2.8K - $2.85K
|
35.9K
$703K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
134+ 0.66% |
$2.6K - $2.65K
|
20.4K
$399K
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
133+ 0.36% |
$2.58K - $2.63K
|
37.3K
$730K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
132New |
$2.56K - $2.61K
|
132
$2.59K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
126New |
$2.45K - $2.49K
|
126
$2.47K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
92+ 0.45% |
$1.79K - $1.82K
|
20.7K
$405K
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
51+ 0.32% |
$990 - $1.01K
|
15.9K
$312K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
44+ 1.1% |
$854 - $869
|
4.05K
$79.3K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
42+ 0.18% |
$816 - $830
|
23K
$452K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31+ 0.08% |
$602 - $613
|
36.7K
$719K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15+ 0.07% |
$291 - $296
|
21.9K
$429K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13+ 0.48% |
$252 - $257
|
2.7K
$52.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.22% |
$233 - $237
|
5.41K
$106K
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$19.4 - $19.8
|
12.5K
$245K
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-80- 0.15% |
$1.55K - $1.58K
|
52.9K
$1.04M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-252- 0.15% |
$4.89K - $4.98K
|
165K
$3.24M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-265- 2.64% |
$5.15K - $5.24K
|
9.77K
$192K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-420- 1.29% |
$8.16K - $8.3K
|
32.2K
$632K
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-425- 1.38% |
$8.25K - $8.4K
|
30.4K
$595K
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-438- 3.28% |
$8.51K - $8.65K
|
12.9K
$253K
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-459- 2.64% |
$8.91K - $9.07K
|
16.9K
$331K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-495- 1.02% |
$9.61K - $9.78K
|
47.9K
$938K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-728- 5.2% |
$14.1K - $14.4K
|
13.3K
$260K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-769- 1.61% |
$14.9K - $15.2K
|
47.1K
$923K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-826- 3.16% |
$16K - $16.3K
|
25.3K
$496K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-924- 1.67% |
$17.9K - $18.3K
|
54.5K
$1.07M
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.1K- 0.24% |
$21.4K - $21.7K
|
462K
$9.06M
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.25K- 0.31% |
$24.3K - $24.7K
|
407K
$7.99M
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.36K- 8.68% |
$26.5K - $26.9K
|
14.3K
$281K
|