Purchases and Sales Made in Q4 2024 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.81MNew |
$62.1M - $64.7M
|
3.81M
$62.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.27M+ 97.72% |
$53.4M - $55.6M
|
6.63M
$109M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.6M+ 380.78% |
$42.4M - $44.1M
|
3.28M
$54M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.68M+ 8252.57% |
$27.4M - $28.5M
|
1.7M
$28M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42M+ 66.07% |
$23.1M - $24.1M
|
3.56M
$58.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
900KNew |
$14.7M - $15.3M
|
900K
$14.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
765K+ 58.24% |
$12.5M - $13M
|
2.08M
$34.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
752K+ 2578.97% |
$12.3M - $12.8M
|
781K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
428KNew |
$6.99M - $7.28M
|
428K
$7.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
398K+ 37.21% |
$6.5M - $6.77M
|
1.47M
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
352K+ 41.43% |
$5.75M - $5.98M
|
1.2M
$19.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
275K+ 11.49% |
$4.49M - $4.68M
|
2.67M
$44M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
234K+ 12.25% |
$3.81M - $3.97M
|
2.14M
$35.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
227K+ 9.28% |
$3.7M - $3.85M
|
2.67M
$44M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
217K+ 48.44% |
$3.54M - $3.69M
|
665K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
183K+ 21.84% |
$2.99M - $3.11M
|
1.02M
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
168K+ 5.79% |
$2.74M - $2.85M
|
3.07M
$50.5M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
156KNew |
$2.55M - $2.65M
|
156K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
141K+ 1197.7% |
$2.31M - $2.4M
|
153K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
137K+ 9.3% |
$2.23M - $2.32M
|
1.61M
$26.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
127KNew |
$2.07M - $2.15M
|
127K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
124K+ 55.86% |
$2.02M - $2.1M
|
345K
$5.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
120K+ 8.53% |
$1.95M - $2.04M
|
1.52M
$25.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
120KNew |
$1.95M - $2.03M
|
120K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 8.51% |
$1.69M - $1.76M
|
1.32M
$21.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
97.6K+ 96.45% |
$1.59M - $1.66M
|
199K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
90.3KNew |
$1.47M - $1.53M
|
90.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.2K+ 23.24% |
$1.42M - $1.48M
|
463K
$7.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
83.9K+ 71.47% |
$1.37M - $1.42M
|
201K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
69.9K+ 202.4% |
$1.14M - $1.19M
|
104K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
68.3K+ 19.25% |
$1.12M - $1.16M
|
423K
$6.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
65.2K+ 148.27% |
$1.06M - $1.11M
|
109K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
62.2KNew |
$1.02M - $1.06M
|
62.2K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
62.1K+ 32.74% |
$1.01M - $1.06M
|
252K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
61.3KNew |
$1M - $1.04M
|
61.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.1K+ 87.65% |
$997K - $1.04M
|
131K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
60.7K+ 14.41% |
$991K - $1.03M
|
482K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.5K+ 16720.57% |
$955K - $994K
|
58.9K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
49.4K+ 46.34% |
$806K - $839K
|
156K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.1K+ 19.09% |
$801K - $833K
|
306K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
49K+ 134.83% |
$800K - $833K
|
85.4K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48KNew |
$784K - $816K
|
48K
$791K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
44.8K+ 41.81% |
$730K - $760K
|
152K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
42.9K+ 53.92% |
$700K - $728K
|
122K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
40.9KNew |
$668K - $695K
|
40.9K
$674K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
40.5KNew |
$661K - $688K
|
40.5K
$667K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
39.8KNew |
$650K - $677K
|
39.8K
$656K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.6KNew |
$613K - $638K
|
37.6K
$618K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
36.1KNew |
$590K - $614K
|
36.1K
$595K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
32.8KNew |
$536K - $558K
|
32.8K
$541K
|