Purchases and Sales Made in Q1 2024 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO INDEX FD TR BULLETSHAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.29M+ 1798.49% |
$23.3M - $23.9M
|
1.36M
$25M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
712K+ 25.85% |
$12.9M - $13.2M
|
3.47M
$63.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
712K+ 25.85% |
$12.9M - $13.2M
|
3.47M
$63.7M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
693K+ 53.62% |
$12.6M - $12.9M
|
1.98M
$36.5M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
673KNew |
$12.2M - $12.5M
|
673K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
663K+ 67.81% |
$12M - $12.3M
|
1.64M
$30.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
519K+ 83.79% |
$9.41M - $9.63M
|
1.14M
$20.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
512KNew |
$9.28M - $9.5M
|
512K
$9.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
463KNew |
$8.39M - $8.59M
|
463K
$8.51M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
454K+ 125.71% |
$8.22M - $8.42M
|
814K
$15M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
394K+ 107.81% |
$7.14M - $7.31M
|
760K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
392K+ 58.28% |
$7.1M - $7.27M
|
1.06M
$19.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
357KNew |
$6.47M - $6.63M
|
357K
$6.57M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
329K+ 15.79% |
$5.97M - $6.11M
|
2.41M
$44.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
261KNew |
$4.73M - $4.84M
|
261K
$4.8M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
229K+ 25.55% |
$4.15M - $4.24M
|
1.12M
$20.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
184K+ 18.84% |
$3.34M - $3.42M
|
1.16M
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
158K+ 15.47% |
$2.86M - $2.93M
|
1.18M
$21.7M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
143KNew |
$2.59M - $2.65M
|
143K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
142KNew |
$2.57M - $2.63M
|
142K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 22.45% |
$2.26M - $2.32M
|
680K
$12.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
120K+ 876.21% |
$2.18M - $2.23M
|
134K
$2.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
116K+ 34.74% |
$2.11M - $2.16M
|
451K
$8.3M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
116K+ 7.48% |
$2.1M - $2.15M
|
1.66M
$30.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
104K+ 21.11% |
$1.89M - $1.93M
|
597K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
102K+ 22.67% |
$1.86M - $1.9M
|
554K
$10.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
99.3K+ 18.94% |
$1.8M - $1.84M
|
623K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
92.3K+ 36.75% |
$1.67M - $1.71M
|
344K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
78.9K+ 227.24% |
$1.43M - $1.46M
|
114K
$2.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
72.9K+ 152.6% |
$1.32M - $1.35M
|
121K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64.5K+ 74.62% |
$1.17M - $1.2M
|
151K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.3K+ 44.7% |
$1.17M - $1.19M
|
208K
$3.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
59.8K+ 142.11% |
$1.08M - $1.11M
|
102K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.5K+ 493.56% |
$951K - $974K
|
63.1K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
50.1KNew |
$908K - $930K
|
50.1K
$921K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
47.1K+ 38.76% |
$855K - $875K
|
169K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.5K+ 64.23% |
$844K - $864K
|
119K
$2.19M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
45.2K+ 58.91% |
$820K - $840K
|
122K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
41.4K+ 18.0% |
$751K - $768K
|
271K
$4.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
40.4K+ 8.56% |
$732K - $749K
|
512K
$9.41M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
40.1K+ 134.76% |
$727K - $744K
|
69.8K
$1.28M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.8K+ 136.22% |
$722K - $739K
|
69K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
38.6K+ 289.4% |
$700K - $717K
|
52K
$956K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
35.7K+ 89.89% |
$648K - $663K
|
75.5K
$1.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
35.7K+ 93.59% |
$647K - $663K
|
73.9K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
33.8KNew |
$614K - $628K
|
33.8K
$622K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
31.9K+ 4.16% |
$578K - $592K
|
798K
$14.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
30.2K+ 145.21% |
$547K - $560K
|
50.9K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
30KNew |
$544K - $557K
|
30K
$551K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.2KNew |
$493K - $505K
|
27.2K
$501K
|