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
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1KNew |
$18.1K - $18.6K
|
1K
$18.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
954+ 5.6% |
$17.3K - $17.7K
|
18K
$330K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
951New |
$17.2K - $17.7K
|
951
$17.4K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
807+ 1.03% |
$14.6K - $15K
|
78.8K
$1.44M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
670+ 9.21% |
$12.1K - $12.4K
|
7.94K
$145K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
492New |
$8.92K - $9.13K
|
492
$9.01K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
390+ 0.32% |
$7.07K - $7.24K
|
121K
$2.22M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
220New |
$3.99K - $4.08K
|
220
$4.03K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
212New |
$3.84K - $3.93K
|
212
$3.88K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
192+ 2.21% |
$3.48K - $3.56K
|
8.89K
$163K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
169New |
$3.06K - $3.14K
|
169
$3.09K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
153+ 2.23% |
$2.77K - $2.84K
|
7.02K
$129K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
16+ 0.38% |
$290 - $297
|
4.19K
$76.6K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 1.09% |
$272 - $278
|
1.39K
$25.4K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.82% |
$36.3 - $37.1
|
246
$4.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-49- 1.1% |
$888 - $909
|
4.42K
$80.9K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-238- 1.68% |
$4.31K - $4.42K
|
13.9K
$255K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-347- 0.92% |
$6.29K - $6.44K
|
37.6K
$688K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-382- 0.88% |
$6.93K - $7.09K
|
43.2K
$791K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-665- 0.41% |
$12.1K - $12.3K
|
161K
$2.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-780- 5.2% |
$14.1K - $14.5K
|
14.2K
$260K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-843- 2.63% |
$15.3K - $15.6K
|
31.2K
$571K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-875- 0.57% |
$15.9K - $16.2K
|
152K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.17K- 25.79% |
$21.2K - $21.7K
|
3.37K
$61.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.09K- 10.22% |
$37.9K - $38.8K
|
18.4K
$336K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.18K- 2.15% |
$39.5K - $40.4K
|
98.9K
$1.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-4.72K- 29.3% |
$85.6K - $87.6K
|
11.4K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.62K- 5.58% |
$102K - $104K
|
95K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.5KClosed |
$209K - $214K
|
0
$0
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-66.9K- 9.04% |
$1.21M - $1.24M
|
673K
$12.3M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-155K- 85.03% |
$2.8M - $2.87M
|
27.2K
$498K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-805K- 18.85% |
$14.6M - $14.9M
|
3.47M
$63.5M
|