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 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-239- 0.78% |
$3.9K - $4.06K
|
30.3K
$499K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-648- 34.86% |
$10.6K - $11K
|
1.21K
$19.9K
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.07K- 2.01% |
$17.4K - $18.1K
|
52K
$857K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.22K- 9.09% |
$20K - $20.8K
|
12.2K
$202K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.23K- 2.11% |
$20K - $20.8K
|
56.8K
$936K
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.42K- 0.88% |
$23.1K - $24K
|
159K
$2.61M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.95K- 1.2% |
$31.9K - $33.2K
|
161K
$2.66M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.88K- 20.96% |
$63.3K - $65.9K
|
14.6K
$241K
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.94K- 0.46% |
$64.3K - $67K
|
849K
$14M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.92K- 22.53% |
$80.4K - $83.7K
|
16.9K
$279K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6.42K- 19.02% |
$105K - $109K
|
27.3K
$450K
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-6.57K- 23.01% |
$107K - $112K
|
22K
$362K
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-7K- 36.36% |
$114K - $119K
|
12.3K
$202K
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8.06K- 14.04% |
$132K - $137K
|
49.3K
$813K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.4K- 7.2% |
$366K - $381K
|
289K
$4.76M
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-25.4K- 70.57% |
$415K - $432K
|
10.6K
$175K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-26.1K- 5.96% |
$425K - $443K
|
411K
$6.78M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.9K- 4.46% |
$554K - $577K
|
726K
$12M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-43.6K- 62.09% |
$712K - $741K
|
26.6K
$438K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49.3K- 99.9% |
$804K - $837K
|
47
$774
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-49.3K- 36.16% |
$804K - $838K
|
87K
$1.43M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.5K- 83.54% |
$890K - $927K
|
10.8K
$177K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-712K- 91.21% |
$11.6M - $12.1M
|
68.7K
$1.13M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.54M- 81.98% |
$25.1M - $26.1M
|
338K
$5.56M
|