Purchases and Sales Made in Q2 2024 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.54K+ 5.88% |
$27.6K - $28.2K
|
27.7K
$513K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.51K+ 0.48% |
$27K - $27.6K
|
317K
$5.86M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.25K+ 28.32% |
$22.4K - $22.9K
|
5.67K
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.11KNew |
$19.8K - $20.2K
|
1.11K
$20.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.08K+ 3.28% |
$19.2K - $19.7K
|
33.8K
$627K
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
934+ 1.18% |
$16.7K - $17.1K
|
79.8K
$1.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
860+ 1.15% |
$15.4K - $15.7K
|
75.7K
$1.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
852+ 1.7% |
$15.2K - $15.6K
|
50.8K
$941K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
828+ 15.39% |
$14.8K - $15.2K
|
6.21K
$115K
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
580+ 1.5% |
$10.4K - $10.6K
|
39.3K
$727K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
571New |
$10.2K - $10.4K
|
571
$10.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
509+ 206.91% |
$9.11K - $9.31K
|
755
$14K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
480New |
$8.59K - $8.78K
|
480
$8.88K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
470+ 26.64% |
$8.41K - $8.6K
|
2.23K
$41.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
169+ 100.0% |
$3.02K - $3.09K
|
338
$6.26K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
158+ 0.88% |
$2.83K - $2.89K
|
18.2K
$336K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
155New |
$2.77K - $2.84K
|
155
$2.87K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
117+ 0.27% |
$2.09K - $2.14K
|
43.3K
$801K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
69New |
$1.23K - $1.26K
|
69
$1.28K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
65+ 1.18% |
$1.16K - $1.19K
|
5.56K
$103K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
55+ 1.31% |
$984 - $1.01K
|
4.24K
$78.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25New |
$447 - $458
|
25
$463
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
19+ 1.61% |
$340 - $348
|
1.2K
$22.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
17+ 0.5% |
$304 - $311
|
3.39K
$62.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 1.16% |
$286 - $293
|
1.4K
$25.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-114- 0.84% |
$2.04K - $2.09K
|
13.5K
$250K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-122- 1.54% |
$2.18K - $2.23K
|
7.82K
$145K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-168- 1.46% |
$3.01K - $3.07K
|
11.3K
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-168- 1.46% |
$3.01K - $3.07K
|
11.3K
$210K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-412- 0.28% |
$7.37K - $7.54K
|
145K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-643- 5.73% |
$11.5K - $11.8K
|
10.6K
$196K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-755- 0.47% |
$13.5K - $13.8K
|
160K
$2.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.31K- 3.5% |
$23.5K - $24K
|
36.2K
$671K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.64K- 1.61% |
$29.4K - $30K
|
100K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.2K- 38.65% |
$39.4K - $40.3K
|
3.5K
$64.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2.21K- 0.48% |
$39.6K - $40.5K
|
460K
$8.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 12.91% |
$42.4K - $43.4K
|
16K
$296K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.84K- 1.87% |
$50.7K - $51.9K
|
149K
$2.76M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.24K- 7.59% |
$93.8K - $95.9K
|
63.8K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-5.48K- 18.28% |
$98K - $100K
|
24.5K
$454K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.1K- 7.34% |
$253K - $259K
|
178K
$3.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-34.8K- 16.65% |
$622K - $636K
|
174K
$3.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.9K- 5.6% |
$625K - $639K
|
589K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.3K- 6.79% |
$989K - $1.01M
|
759K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-111K- 5.61% |
$1.99M - $2.04M
|
1.87M
$34.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-114K- 43.61% |
$2.03M - $2.08M
|
147K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.41M- 86.1% |
$25.3M - $25.9M
|
228K
$4.22M
|