Purchases and Sales Made in Q3 2024 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19.9K+ 23.97% |
$360K - $376K
|
103K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.4KNew |
$351K - $367K
|
19.4K
$353K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.1K+ 1.68% |
$347K - $362K
|
1.16M
$21.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.2K+ 98.66% |
$330K - $345K
|
36.7K
$668K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
17.5KNew |
$317K - $331K
|
17.5K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
17.2KNew |
$312K - $325K
|
17.2K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17.2K+ 4.38% |
$311K - $325K
|
409K
$7.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
16.4KNew |
$297K - $311K
|
16.4K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.3K+ 29.65% |
$296K - $309K
|
71.5K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
16.1KNew |
$291K - $304K
|
16.1K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
16K+ 26.79% |
$290K - $303K
|
75.8K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
15.4K+ 2.9% |
$279K - $291K
|
545K
$9.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
15.3K+ 13.82% |
$277K - $290K
|
126K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 30.48% |
$273K - $286K
|
64.6K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
14.8K+ 125.08% |
$269K - $281K
|
26.7K
$486K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
BUY
|
- |
14.7KNew |
$266K - $278K
|
14.7K
$267K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
14.6KNew |
$264K - $276K
|
14.6K
$265K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
13.8KNew |
$250K - $261K
|
13.8K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.6KNew |
$247K - $258K
|
13.6K
$248K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.2K+ 100.74% |
$239K - $250K
|
26.3K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.7K+ 95.62% |
$230K - $240K
|
26K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.6KNew |
$229K - $239K
|
12.6K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.5K+ 24.36% |
$227K - $237K
|
63.9K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
12.5KNew |
$226K - $236K
|
12.5K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
12.3K+ 71.93% |
$223K - $233K
|
29.4K
$535K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.9K+ 2084.94% |
$216K - $225K
|
12.5K
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.8K+ 65.13% |
$214K - $224K
|
30K
$546K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
11.3K+ 12.09% |
$205K - $214K
|
105K
$1.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.2K+ 8.61% |
$203K - $212K
|
141K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.1KNew |
$201K - $210K
|
11.1K
$202K
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
11.1K+ 28.17% |
$201K - $209K
|
50.3K
$917K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.9KNew |
$197K - $206K
|
10.9K
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.6KNew |
$192K - $201K
|
10.6K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.6KNew |
$191K - $200K
|
10.6K
$192K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
10.3KNew |
$187K - $195K
|
10.3K
$188K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10.1KNew |
$183K - $191K
|
10.1K
$184K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
9.37K+ 6.48% |
$170K - $177K
|
154K
$2.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
9.34K+ 4.91% |
$169K - $177K
|
199K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.38K+ 36.9% |
$152K - $158K
|
31.1K
$566K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
8.26K+ 1.26% |
$150K - $156K
|
664K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.23K+ 15.98% |
$149K - $156K
|
59.8K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
7.97K+ 6.49% |
$144K - $151K
|
131K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
7.7K+ 5.13% |
$140K - $146K
|
158K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
6.54K+ 2.33% |
$118K - $124K
|
287K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.48K+ 1.79% |
$117K - $123K
|
368K
$6.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.35K+ 1.24% |
$115K - $120K
|
520K
$9.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.24K+ 84.24% |
$113K - $118K
|
13.6K
$248K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.05K+ 28.91% |
$110K - $114K
|
27K
$491K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
6.03K+ 7.96% |
$109K - $114K
|
81.7K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.85K+ 417.7% |
$106K - $111K
|
7.25K
$132K
|