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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.82K+ 38.25% |
$106K - $110K
|
21K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.46K+ 7.92% |
$98.9K - $103K
|
74.3K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.42K+ 16.01% |
$98.2K - $103K
|
39.3K
$715K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.26K+ 36.96% |
$95.3K - $99.5K
|
19.5K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.01K+ 16.87% |
$90.7K - $94.7K
|
34.7K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
4.88K+ 46.56% |
$88.5K - $92.4K
|
15.4K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.53K+ 19.29% |
$82K - $85.7K
|
28K
$510K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.39K+ 1.39% |
$79.5K - $83K
|
321K
$5.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.32K+ 4.31% |
$78.3K - $81.7K
|
105K
$1.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.28K+ 34.18% |
$77.5K - $80.9K
|
16.8K
$306K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.21K+ 2.7% |
$76.3K - $79.6K
|
160K
$2.92M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.07K+ 32.29% |
$73.7K - $76.9K
|
16.7K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.06K+ 14.5% |
$73.6K - $76.8K
|
32.1K
$584K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.77K+ 29.32% |
$68.3K - $71.3K
|
16.6K
$303K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.84K+ 5.86% |
$51.4K - $53.7K
|
51.3K
$934K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.51K+ 1.44% |
$45.4K - $47.4K
|
177K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.5K+ 10.22% |
$45.4K - $47.4K
|
27K
$492K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.34K+ 33.28% |
$42.3K - $44.2K
|
9.36K
$170K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.1KNew |
$38.1K - $39.7K
|
2.1K
$38.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2K+ 200.0% |
$36.2K - $37.8K
|
3K
$54.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.59KNew |
$28.8K - $30K
|
1.59K
$28.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.39KNew |
$25.1K - $26.2K
|
1.39K
$25.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1K+ 5.88% |
$18.1K - $18.9K
|
18K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1KNew |
$18.1K - $18.9K
|
1K
$18.2K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
933+ 1.17% |
$16.9K - $17.7K
|
80.7K
$1.47M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
561+ 1.1% |
$10.2K - $10.6K
|
51.4K
$936K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
546New |
$9.89K - $10.3K
|
546
$9.94K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
505+ 0.79% |
$9.15K - $9.55K
|
64.3K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
501+ 1.01% |
$9.08K - $9.48K
|
50.2K
$914K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
461+ 0.73% |
$8.35K - $8.72K
|
63.4K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
293New |
$5.31K - $5.54K
|
293
$5.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
290+ 1.14% |
$5.25K - $5.49K
|
25.7K
$468K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
281+ 0.65% |
$5.09K - $5.32K
|
43.6K
$794K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
221New |
$4K - $4.18K
|
221
$4.02K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
139+ 1.17% |
$2.52K - $2.63K
|
12K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
65+ 1.17% |
$1.18K - $1.23K
|
5.63K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
56+ 0.41% |
$1.01K - $1.06K
|
13.6K
$247K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
55+ 0.7% |
$997 - $1.04K
|
7.88K
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15+ 0.26% |
$272 - $284
|
5.68K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
12+ 1.0% |
$217 - $227
|
1.21K
$22K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 1.19% |
$163 - $170
|
764
$13.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5+ 0.05% |
$90.6 - $94.6
|
10K
$182K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-401- 2.51% |
$7.27K - $7.59K
|
15.6K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-768- 6.77% |
$13.9K - $14.5K
|
10.6K
$193K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-768- 6.77% |
$13.9K - $14.5K
|
10.6K
$193K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.23K- 2.41% |
$22.2K - $23.2K
|
49.7K
$905K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.63K- 1.11% |
$29.6K - $30.9K
|
145K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.77K- 52.24% |
$32.1K - $33.5K
|
1.62K
$29.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-1.9K- 1.19% |
$34.4K - $35.9K
|
158K
$2.88M
|