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 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
18.9K+ 9.28% |
$345K - $356K
|
222K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
18K+ 3.31% |
$330K - $340K
|
563K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
18K+ 67.42% |
$329K - $340K
|
44.7K
$822K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.3K+ 57.78% |
$316K - $327K
|
47.3K
$869K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
17.2K+ 21.04% |
$314K - $324K
|
98.9K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
16.9KNew |
$308K - $318K
|
16.9K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15K+ 21.05% |
$275K - $284K
|
86.5K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
14.7KNew |
$270K - $278K
|
14.7K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
14.7KNew |
$269K - $277K
|
14.7K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
14.5K+ 3.08% |
$265K - $274K
|
487K
$8.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.2KNew |
$259K - $267K
|
14.2K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
14K+ 8.9% |
$257K - $265K
|
172K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
14KNew |
$256K - $265K
|
14K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
14KNew |
$256K - $264K
|
14K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
13.9KNew |
$255K - $263K
|
13.9K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
13.9KNew |
$254K - $262K
|
13.9K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
13.7K+ 13.05% |
$250K - $258K
|
119K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
12.9KNew |
$236K - $243K
|
12.9K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
12.7KNew |
$232K - $239K
|
12.7K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12.6K+ 37.85% |
$231K - $238K
|
46K
$845K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
11.6KNew |
$213K - $220K
|
11.6K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11KNew |
$200K - $207K
|
11K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10.7KNew |
$195K - $201K
|
10.7K
$196K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.81K+ 327.0% |
$179K - $185K
|
12.8K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
9.77K+ 6.34% |
$179K - $184K
|
164K
$3.01M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.68K+ 30.19% |
$177K - $183K
|
41.7K
$767K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.67K+ 43.4% |
$122K - $126K
|
22K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
5.91K+ 21.88% |
$108K - $111K
|
32.9K
$605K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.5KNew |
$101K - $104K
|
5.5K
$101K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.13K+ 10.21% |
$93.7K - $96.8K
|
55.3K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
4.74K+ 3.76% |
$86.6K - $89.4K
|
131K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.61K+ 1.43% |
$84.2K - $87K
|
326K
$5.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.25K+ 2.65% |
$77.7K - $80.2K
|
164K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.03K+ 25.86% |
$73.7K - $76.1K
|
19.6K
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.01K+ 38.82% |
$73.2K - $75.6K
|
14.3K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.67K+ 1.28% |
$67K - $69.2K
|
291K
$5.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.59K+ 12.63% |
$65.6K - $67.7K
|
32K
$588K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.06K+ 2.6% |
$56K - $57.8K
|
121K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.02K+ 6.07% |
$55.1K - $56.9K
|
52.7K
$969K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.99K+ 5.84% |
$54.7K - $56.5K
|
54.3K
$998K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.92KNew |
$53.5K - $55.2K
|
2.92K
$53.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.88K+ 9.6% |
$52.6K - $54.3K
|
32.9K
$604K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.88K+ 20.88% |
$52.6K - $54.3K
|
16.7K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.68K+ 6.98% |
$30.6K - $31.6K
|
25.7K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.23K+ 9.86% |
$22.5K - $23.2K
|
13.7K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
918+ 1.14% |
$16.8K - $17.3K
|
81.6K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
806+ 3.83% |
$14.7K - $15.2K
|
21.9K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
450New |
$8.23K - $8.49K
|
450
$8.27K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
362+ 0.57% |
$6.62K - $6.83K
|
63.8K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
330+ 97.63% |
$6.03K - $6.23K
|
668
$12.3K
|