Purchases and Sales Made in Q3 2024 in Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO) during Q3 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
213KNew |
$4.82M - $4.86M
|
213K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
107K+ 139.33% |
$2.41M - $2.43M
|
183K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
84.7K+ 81.93% |
$1.91M - $1.93M
|
188K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
71.8KNew |
$1.62M - $1.64M
|
71.8K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
59.8K+ 79.59% |
$1.35M - $1.36M
|
135K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
43.4K+ 12.37% |
$982K - $990K
|
394K
$8.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28K+ 15.5% |
$633K - $638K
|
209K
$4.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
26.2KNew |
$591K - $596K
|
26.2K
$592K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.1K+ 46.6% |
$499K - $503K
|
69.4K
$1.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
20.2K+ 16.93% |
$458K - $461K
|
140K
$3.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.5K+ 27.49% |
$419K - $422K
|
85.9K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.8KNew |
$356K - $359K
|
15.8K
$357K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
15K+ 21.83% |
$339K - $342K
|
83.7K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.8K+ 64.4% |
$311K - $314K
|
35.1K
$795K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
13.5K+ 115.37% |
$305K - $307K
|
25.2K
$570K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13.1KNew |
$296K - $298K
|
13.1K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.3K+ 217.51% |
$278K - $280K
|
17.9K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12KNew |
$271K - $274K
|
12K
$272K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11.1K+ 52.23% |
$250K - $252K
|
32.2K
$730K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9K+ 7.09% |
$247K - $249K
|
165K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 11.59% |
$243K - $245K
|
104K
$2.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.46K+ 40.3% |
$191K - $193K
|
29.5K
$667K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.38K+ 1.35% |
$189K - $191K
|
631K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.61K+ 18.78% |
$172K - $173K
|
48.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.58K+ 10.06% |
$126K - $127K
|
61K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.93K+ 80.18% |
$111K - $112K
|
11.1K
$251K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.79K+ 282.42% |
$108K - $109K
|
6.48K
$147K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.64K+ 46.87% |
$105K - $106K
|
14.5K
$329K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.13K+ 10.4% |
$93.4K - $94.2K
|
43.9K
$993K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.94K+ 7.09% |
$89K - $89.7K
|
59.4K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.32K+ 10.75% |
$75K - $75.5K
|
34.2K
$773K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.02K+ 3.4% |
$68.2K - $68.8K
|
91.8K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.41K+ 2.06% |
$54.5K - $54.9K
|
119K
$2.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.14K+ 0.49% |
$48.4K - $48.8K
|
442K
$10M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.83K+ 2.15% |
$41.3K - $41.7K
|
86.9K
$1.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.64K+ 2.36% |
$37.1K - $37.4K
|
71.1K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 8.43% |
$24.4K - $24.6K
|
13.9K
$314K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
878+ 2.49% |
$19.9K - $20K
|
36.1K
$818K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
621+ 3.08% |
$14K - $14.2K
|
20.8K
$470K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
605+ 1.35% |
$13.7K - $13.8K
|
45.5K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
566New |
$12.8K - $12.9K
|
566
$12.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
511+ 1.95% |
$11.6K - $11.6K
|
26.7K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
428+ 1.48% |
$9.68K - $9.75K
|
29.4K
$666K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
269+ 0.48% |
$6.08K - $6.13K
|
55.9K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
256+ 0.86% |
$5.79K - $5.83K
|
30K
$680K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
182+ 0.12% |
$4.12K - $4.15K
|
157K
$3.56M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
166+ 0.46% |
$3.75K - $3.78K
|
36.2K
$819K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
119+ 0.82% |
$2.69K - $2.71K
|
14.6K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
106+ 1.17% |
$2.4K - $2.42K
|
9.14K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
96+ 0.48% |
$2.17K - $2.19K
|
20.1K
$456K
|