Purchases and Sales Made in Q4 2024 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.49MNew |
$63.9M - $65.9M
|
3.49M
$64.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.34MNew |
$24.6M - $25.4M
|
1.34M
$24.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
817KNew |
$14.9M - $15.4M
|
817K
$15M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
757K+ 2973.95% |
$13.8M - $14.3M
|
783K
$14.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
378K+ 55.02% |
$6.91M - $7.13M
|
1.06M
$19.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
323K+ 1097.11% |
$5.9M - $6.09M
|
352K
$6.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
308KNew |
$5.64M - $5.82M
|
308K
$5.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
297KNew |
$5.42M - $5.6M
|
297K
$5.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
259KNew |
$4.74M - $4.89M
|
259K
$4.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
243K+ 1412.28% |
$4.44M - $4.58M
|
260K
$4.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
238K+ 12.11% |
$4.36M - $4.5M
|
2.21M
$40.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
216K+ 46.95% |
$3.94M - $4.07M
|
675K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
189KNew |
$3.45M - $3.57M
|
189K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
179K+ 1076.49% |
$3.27M - $3.38M
|
196K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
154K+ 67.4% |
$2.82M - $2.91M
|
384K
$7.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
144KNew |
$2.63M - $2.72M
|
144K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
143K+ 284.19% |
$2.62M - $2.7M
|
193K
$3.56M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
137KNew |
$2.5M - $2.58M
|
137K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
121KNew |
$2.21M - $2.29M
|
121K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
112KNew |
$2.05M - $2.12M
|
112K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
99.9KNew |
$1.83M - $1.89M
|
99.9K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
92.8K+ 23.54% |
$1.7M - $1.75M
|
487K
$8.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
79.9K+ 40.16% |
$1.46M - $1.51M
|
279K
$5.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
73.4K+ 8.71% |
$1.34M - $1.39M
|
917K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
72.7K+ 51.46% |
$1.33M - $1.37M
|
214K
$3.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
65K+ 112.45% |
$1.19M - $1.23M
|
123K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
62.7K+ 22.18% |
$1.15M - $1.18M
|
345K
$6.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
60.4KNew |
$1.1M - $1.14M
|
60.4K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
58.5KNew |
$1.07M - $1.1M
|
58.5K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
57.3K+ 32.18% |
$1.05M - $1.08M
|
235K
$4.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
48.8K+ 75.47% |
$891K - $920K
|
113K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
40.6K+ 401.53% |
$742K - $766K
|
50.7K
$932K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
40.4K+ 34.41% |
$739K - $763K
|
158K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
38.4K+ 40.28% |
$701K - $724K
|
134K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
37K+ 49.79% |
$677K - $698K
|
111K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
36K+ 214.29% |
$657K - $679K
|
52.7K
$970K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
34.3KNew |
$627K - $648K
|
34.3K
$631K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
32.7KNew |
$598K - $617K
|
32.7K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29.7KNew |
$542K - $560K
|
29.7K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27KNew |
$494K - $510K
|
27K
$497K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25.9K+ 65.93% |
$473K - $488K
|
65.2K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
25.6K+ 97.17% |
$467K - $482K
|
51.9K
$953K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
24.6K+ 18.81% |
$450K - $464K
|
155K
$2.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.9KNew |
$438K - $452K
|
23.9K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.6K+ 225.86% |
$413K - $427K
|
32.6K
$599K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
21.8KNew |
$398K - $411K
|
21.8K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
21.6K+ 4.16% |
$395K - $408K
|
542K
$9.96M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
21.5K+ 12.17% |
$393K - $406K
|
198K
$3.64M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.1KNew |
$386K - $399K
|
21.1K
$388K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
18.9KNew |
$345K - $356K
|
18.9K
$347K
|