Purchases and Sales Made in Q1 2024 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.1M+ 7185.93% |
$17.9M - $18.4M
|
1.12M
$18.4M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
942K+ 66.45% |
$15.3M - $15.7M
|
2.36M
$38.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
726KNew |
$11.8M - $12.1M
|
726K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
556K+ 137.96% |
$9.01M - $9.26M
|
959K
$15.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
488K+ 160.11% |
$7.92M - $8.14M
|
793K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
463K+ 23.78% |
$7.51M - $7.72M
|
2.41M
$39.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
463K+ 23.78% |
$7.51M - $7.72M
|
2.41M
$39.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
426K+ 21.47% |
$6.91M - $7.1M
|
2.41M
$39.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
420K+ 146.23% |
$6.82M - $7.01M
|
708K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
407K+ 115.23% |
$6.61M - $6.79M
|
761K
$12.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
361K+ 25.24% |
$5.86M - $6.02M
|
1.79M
$29.5M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
239K+ 15.06% |
$3.87M - $3.98M
|
1.82M
$30M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
211K+ 44.32% |
$3.43M - $3.53M
|
689K
$11.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
169K+ 20.65% |
$2.74M - $2.82M
|
988K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
158K+ 7.8% |
$2.57M - $2.64M
|
2.19M
$36M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
143K+ 8.38% |
$2.33M - $2.39M
|
1.85M
$30.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
130K+ 48.62% |
$2.11M - $2.17M
|
399K
$6.56M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
111K+ 17.69% |
$1.79M - $1.84M
|
735K
$12.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
105K+ 8.24% |
$1.7M - $1.74M
|
1.37M
$22.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
88.7KNew |
$1.44M - $1.48M
|
88.7K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.4K+ 69.35% |
$1.35M - $1.39M
|
204K
$3.35M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
80.5KNew |
$1.31M - $1.34M
|
80.5K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70.6K+ 122.88% |
$1.15M - $1.18M
|
128K
$2.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
65.9K+ 33.98% |
$1.07M - $1.1M
|
260K
$4.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
59.3K+ 281.06% |
$962K - $989K
|
80.4K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
57K+ 225.41% |
$925K - $950K
|
82.3K
$1.35M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.6K+ 414.84% |
$902K - $927K
|
69K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
55.2K+ 41.61% |
$895K - $919K
|
188K
$3.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
53.3K+ 225.1% |
$865K - $889K
|
77K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
49.1KNew |
$796K - $818K
|
49.1K
$808K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45.6KNew |
$740K - $760K
|
45.6K
$750K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
44.9K+ 8.54% |
$729K - $749K
|
571K
$9.4M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
44.3K+ 5.39% |
$718K - $738K
|
865K
$14.2M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
38.3K+ 39.96% |
$622K - $639K
|
134K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.8K+ 4.8% |
$564K - $580K
|
760K
$12.5M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.7K+ 150.12% |
$562K - $578K
|
57.8K
$950K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.8KNew |
$549K - $564K
|
33.8K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.4K+ 1000.06% |
$541K - $556K
|
36.7K
$604K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
32.7KNew |
$531K - $546K
|
32.7K
$539K
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
30KNew |
$486K - $500K
|
30K
$493K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
28.7K+ 51.01% |
$466K - $479K
|
85K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.4K+ 137.7% |
$461K - $473K
|
49K
$806K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
27.4KNew |
$445K - $457K
|
27.4K
$451K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
26.5K+ 19.92% |
$430K - $442K
|
160K
$2.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
25.5KNew |
$414K - $425K
|
25.5K
$420K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
25.4K+ 7.76% |
$412K - $423K
|
353K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.7K+ 3.6% |
$351K - $361K
|
623K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
20.8K+ 91.39% |
$337K - $347K
|
43.5K
$716K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
20KNew |
$325K - $334K
|
20K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
19.3K+ 106.43% |
$313K - $321K
|
37.4K
$615K
|