Purchases and Sales Made in Q4 2023 in Invesco ETF Fd Tr Invesco Bull (BSCS)
This table provides information about the institutional ownership of Invesco ETF Fd Tr Invesco Bull (BSCS) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF FD TR INVESCO BULL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
35K+ 206.92% |
$669K - $710K
|
51.9K
$1.05M
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34.9K+ 82.35% |
$667K - $708K
|
77.3K
$1.56M
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
33.4K+ 32.55% |
$637K - $677K
|
136K
$2.74M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
32.8K+ 7.0% |
$627K - $666K
|
502K
$10.1M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
31.4K+ 87.92% |
$600K - $637K
|
67.1K
$1.35M
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
31.1K+ 74.28% |
$594K - $631K
|
72.9K
$1.47M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
31KNew |
$593K - $630K
|
31K
$627K
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
31K+ 7.29% |
$593K - $630K
|
457K
$9.22M
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
29K+ 10.01% |
$554K - $588K
|
319K
$6.43M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
28.4K+ 6.78% |
$543K - $576K
|
447K
$9.03M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.5K+ 145.84% |
$525K - $557K
|
46.3K
$934K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
26.3K+ 16.6% |
$502K - $533K
|
184K
$3.72M
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
25.7K+ 15.11% |
$491K - $521K
|
196K
$3.95M
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
25.4KNew |
$485K - $515K
|
25.4K
$513K
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
24.9KNew |
$476K - $505K
|
24.9K
$502K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
24.9K+ 36.94% |
$475K - $504K
|
92.2K
$1.86M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
23.1KNew |
$442K - $469K
|
23.1K
$467K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.3KNew |
$427K - $453K
|
22.3K
$451K
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
21.7K+ 2.08% |
$414K - $439K
|
1.06M
$21.4M
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
20.9KNew |
$399K - $424K
|
20.9K
$421K
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
19.9KNew |
$380K - $403K
|
19.9K
$401K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.9K+ 351.59% |
$361K - $383K
|
24.3K
$490K
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
18.2KNew |
$348K - $370K
|
18.2K
$368K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.9K+ 16.42% |
$323K - $343K
|
120K
$2.42M
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16.8KNew |
$321K - $341K
|
16.8K
$339K
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
16.6KNew |
$317K - $337K
|
16.6K
$335K
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
16.2K+ 67.46% |
$310K - $329K
|
40.3K
$813K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2KNew |
$310K - $329K
|
16.2K
$327K
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
16.2K+ 53.17% |
$310K - $329K
|
46.7K
$942K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.1K+ 91.76% |
$307K - $326K
|
33.6K
$678K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.1KNew |
$307K - $326K
|
16.1K
$324K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
15.9K+ 13.68% |
$303K - $322K
|
132K
$2.66M
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.4KNew |
$295K - $313K
|
15.4K
$312K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14.5KNew |
$278K - $295K
|
14.5K
$293K
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.4KNew |
$276K - $293K
|
14.4K
$291K
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
14.3K+ 20.08% |
$273K - $290K
|
85.5K
$1.73M
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
13.8K+ 14.55% |
$264K - $280K
|
109K
$2.19M
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
13.5KNew |
$257K - $273K
|
13.5K
$271K
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13.4KNew |
$256K - $272K
|
13.4K
$270K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.2KNew |
$251K - $267K
|
13.2K
$265K
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.9KNew |
$246K - $262K
|
12.9K
$260K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
12.8KNew |
$244K - $259K
|
12.8K
$258K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 39.16% |
$233K - $247K
|
43.3K
$874K
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
12.1K+ 111.64% |
$232K - $246K
|
23K
$464K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5KNew |
$220K - $234K
|
11.5K
$232K
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.3KNew |
$216K - $230K
|
11.3K
$228K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11K+ 18.71% |
$211K - $224K
|
70K
$1.41M
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
10.9K+ 6.37% |
$207K - $220K
|
181K
$3.66M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.6KNew |
$203K - $216K
|
10.6K
$214K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.6K+ 32.16% |
$202K - $214K
|
43.4K
$876K
|