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 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
6.68KNew |
$109K - $113K
|
6.68K
$110K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.54K+ 303.25% |
$107K - $111K
|
8.69K
$143K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.24K+ 50.49% |
$102K - $106K
|
18.6K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
6.18K+ 7.37% |
$101K - $105K
|
89.9K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.03K+ 23.61% |
$98.3K - $102K
|
31.5K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
6K+ 1.46% |
$97.9K - $102K
|
418K
$6.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
5.88K+ 2.27% |
$96K - $99.9K
|
265K
$4.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.62K+ 9.84% |
$91.8K - $95.5K
|
62.7K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.5KNew |
$89.8K - $93.4K
|
5.5K
$90.6K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.5KNew |
$89.8K - $93.4K
|
5.5K
$90.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
5.33K+ 35.85% |
$87K - $90.6K
|
20.2K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.21KNew |
$84.9K - $88.4K
|
5.21K
$85.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.63K+ 39.72% |
$75.5K - $78.6K
|
16.3K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4K+ 12.53% |
$65.3K - $68K
|
35.9K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 16.56% |
$53.8K - $56.1K
|
23.2K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.2KNew |
$52.2K - $54.4K
|
3.2K
$52.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$49.4K - $51.5K
|
3.03K
$49.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.97KNew |
$48.4K - $50.4K
|
2.97K
$48.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.6K+ 13.86% |
$42.4K - $44.2K
|
21.4K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.03K+ 0.51% |
$33.1K - $34.4K
|
402K
$6.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.58K+ 6.73% |
$25.8K - $26.8K
|
25K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.56K+ 3.11% |
$25.4K - $26.5K
|
51.6K
$850K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
1.38K+ 5.52% |
$22.5K - $23.4K
|
26.4K
$434K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.37K+ 82.9% |
$22.3K - $23.2K
|
3.02K
$49.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.18KNew |
$19.2K - $20K
|
1.18K
$19.4K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.03K+ 1.17% |
$16.7K - $17.4K
|
88.5K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.01K+ 9.5% |
$16.5K - $17.2K
|
11.7K
$193K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
966+ 1.33% |
$15.8K - $16.4K
|
73.5K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
908+ 0.82% |
$14.8K - $15.4K
|
111K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
901+ 3.83% |
$14.7K - $15.3K
|
24.4K
$402K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
742+ 3.15% |
$12.1K - $12.6K
|
24.3K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
674+ 5.55% |
$11K - $11.5K
|
12.8K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
659+ 3.64% |
$10.8K - $11.2K
|
18.8K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
619+ 14.58% |
$10.1K - $10.5K
|
4.86K
$80.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
612New |
$9.99K - $10.4K
|
612
$10.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
605New |
$9.87K - $10.3K
|
605
$9.96K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
502New |
$8.19K - $8.53K
|
502
$8.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
483+ 4.16% |
$7.88K - $8.21K
|
12.1K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
386+ 1.15% |
$6.3K - $6.56K
|
34K
$560K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
362+ 3.25% |
$5.91K - $6.15K
|
11.5K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
192New |
$3.13K - $3.26K
|
192
$3.16K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
187+ 1.02% |
$3.05K - $3.18K
|
18.5K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
186+ 1.18% |
$3.04K - $3.16K
|
16K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
138+ 1.17% |
$2.25K - $2.34K
|
11.9K
$196K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
94+ 0.63% |
$1.53K - $1.6K
|
15K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
60+ 0.39% |
$979 - $1.02K
|
15.5K
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$49 - $51
|
20.2K
$333K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-125- 0.36% |
$2.04K - $2.12K
|
34.3K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-131- 1.06% |
$2.14K - $2.23K
|
12.2K
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-212- 5.64% |
$3.46K - $3.6K
|
3.54K
$58.4K
|