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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.2KNew |
$493K - $505K
|
27.2K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.1K+ 15.67% |
$473K - $484K
|
193K
$3.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
23.4K+ 8.03% |
$425K - $435K
|
315K
$5.74M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
22.3K+ 101.6% |
$403K - $413K
|
44.2K
$804K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
18.5K+ 14.66% |
$336K - $344K
|
145K
$2.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17KNew |
$307K - $315K
|
17K
$309K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16.5K+ 113.06% |
$299K - $306K
|
31.1K
$566K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
15.4K+ 10.65% |
$280K - $287K
|
160K
$2.92M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15.3K+ 13.21% |
$278K - $285K
|
131K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13.3K+ 70.5% |
$242K - $247K
|
32.2K
$587K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
12.9K+ 50.22% |
$235K - $240K
|
38.7K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.9K+ 21.01% |
$216K - $222K
|
68.8K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$209K - $214K
|
11.5K
$210K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
11.5KNew |
$209K - $214K
|
11.5K
$210K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.4K+ 14.75% |
$207K - $212K
|
88.7K
$1.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
11.4K+ 57.08% |
$206K - $211K
|
31.3K
$570K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9K+ 3281.63% |
$198K - $202K
|
11.2K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.8KNew |
$196K - $201K
|
10.8K
$197K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.5KNew |
$190K - $194K
|
10.5K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$183K - $188K
|
10.1K
$184K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
10K+ 58.3% |
$181K - $186K
|
27.2K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
9.94K+ 15.31% |
$180K - $184K
|
74.8K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.85K+ 261.94% |
$179K - $183K
|
13.6K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
8.95K+ 13.39% |
$162K - $166K
|
75.7K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.94K+ 26.51% |
$162K - $166K
|
42.7K
$777K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.84K+ 38.52% |
$160K - $164K
|
31.8K
$579K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
8.8K+ 19.81% |
$160K - $163K
|
53.2K
$969K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7.8K+ 31.21% |
$141K - $145K
|
32.8K
$597K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.25KNew |
$113K - $116K
|
6.25K
$114K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.04K+ 29.99% |
$110K - $112K
|
26.2K
$477K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.5KNew |
$99.7K - $102K
|
5.5K
$100K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.38KNew |
$97.5K - $99.9K
|
5.38K
$98K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.08K+ 24.49% |
$92K - $94.2K
|
25.8K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.53K+ 151.49% |
$82K - $84K
|
7.51K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.17K+ 36.36% |
$75.6K - $77.4K
|
15.6K
$285K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.04K+ 25.29% |
$73.3K - $75.1K
|
20K
$365K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4KNew |
$72.5K - $74.2K
|
4K
$72.8K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.72K+ 0.57% |
$67.4K - $69K
|
651K
$11.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.61K+ 8.15% |
$65.4K - $67K
|
47.9K
$872K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.51K+ 23.2% |
$63.7K - $65.2K
|
18.7K
$340K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.26K+ 2.82% |
$59.1K - $60.5K
|
119K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.02K+ 16.63% |
$54.7K - $56K
|
21.2K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.75K+ 10.39% |
$49.9K - $51.1K
|
29.2K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.74K+ 6.51% |
$49.7K - $50.9K
|
44.9K
$817K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.35K+ 69.95% |
$42.5K - $43.5K
|
5.7K
$104K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.21K+ 20.96% |
$40K - $41K
|
12.8K
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.97KNew |
$35.7K - $36.6K
|
1.97K
$35.9K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 7.56% |
$32.2K - $32.9K
|
25.3K
$460K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.56K+ 2.66% |
$28.2K - $28.9K
|
60K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.09K+ 2.28% |
$19.7K - $20.1K
|
48.7K
$887K
|