Purchases and Sales Made in Q4 2023 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
944K+ 2883.45% |
$16.3M - $17.5M
|
977K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
689K+ 33.34% |
$11.9M - $12.8M
|
2.75M
$50.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
481K+ 96.74% |
$8.29M - $8.93M
|
978K
$18M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
377K+ 41.26% |
$6.5M - $7.01M
|
1.29M
$23.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
312K+ 44.09% |
$5.38M - $5.8M
|
1.02M
$18.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
309K+ 52.72% |
$5.32M - $5.74M
|
895K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
287K+ 86.42% |
$4.95M - $5.33M
|
620K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
251KNew |
$4.33M - $4.67M
|
251K
$4.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
249K+ 58.85% |
$4.29M - $4.62M
|
672K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
229K+ 70.1% |
$3.95M - $4.25M
|
556K
$10.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
226K+ 161.74% |
$3.89M - $4.19M
|
365K
$6.72M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
141K+ 209.58% |
$2.44M - $2.63M
|
209K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
138K+ 61.8% |
$2.37M - $2.56M
|
361K
$6.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
137K+ 7.03% |
$2.36M - $2.54M
|
2.08M
$38.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
128K+ 126.0% |
$2.21M - $2.38M
|
230K
$4.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
116KNew |
$1.99M - $2.15M
|
116K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
115K+ 34.1% |
$1.98M - $2.13M
|
452K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
106K+ 243.32% |
$1.83M - $1.97M
|
149K
$2.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
92.5K+ 21.43% |
$1.59M - $1.72M
|
524K
$9.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.5K+ 900.29% |
$1.56M - $1.68M
|
101K
$1.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
80.8K+ 398.92% |
$1.39M - $1.5M
|
101K
$1.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
80.3K+ 19.44% |
$1.38M - $1.49M
|
493K
$9.07M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
78KNew |
$1.34M - $1.45M
|
78K
$1.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
65.9K+ 75.82% |
$1.14M - $1.22M
|
153K
$2.81M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
50KNew |
$861K - $928K
|
50K
$919K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
44.3KNew |
$763K - $822K
|
44.3K
$814K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
38.2KNew |
$658K - $709K
|
38.2K
$702K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.5K+ 94.16% |
$646K - $696K
|
77.3K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.5KNew |
$456K - $492K
|
26.5K
$487K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26.4K+ 123.8% |
$456K - $491K
|
47.8K
$879K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
25.9K+ 215.24% |
$446K - $481K
|
37.9K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.2K+ 135.18% |
$417K - $450K
|
42.1K
$775K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21K+ 2333.33% |
$362K - $390K
|
21.9K
$403K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20.1K+ 94.22% |
$347K - $374K
|
41.5K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.9K+ 37.9% |
$343K - $370K
|
72.5K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19K+ 120.71% |
$327K - $353K
|
34.7K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17.5K+ 1203.45% |
$301K - $324K
|
18.9K
$348K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
17.3K+ 16.61% |
$298K - $322K
|
122K
$2.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
17KNew |
$294K - $317K
|
17K
$314K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
15.8K+ 12.23% |
$272K - $293K
|
145K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.6K+ 27.8% |
$268K - $289K
|
71.6K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
15.3K+ 2.04% |
$263K - $284K
|
766K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.1KNew |
$261K - $281K
|
15.1K
$278K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.2KNew |
$244K - $263K
|
14.2K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
13.7K+ 52.75% |
$236K - $255K
|
39.7K
$731K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.7KNew |
$236K - $254K
|
13.7K
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
13.6KNew |
$234K - $253K
|
13.6K
$250K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.3KNew |
$230K - $248K
|
13.3K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
13.3K+ 42.88% |
$230K - $248K
|
44.4K
$817K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
12.4K+ 98.5% |
$214K - $230K
|
25K
$459K
|