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
|
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
$457K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
93+ 0.57% |
$2.1K - $2.12K
|
16.5K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
71+ 0.59% |
$1.61K - $1.62K
|
12K
$273K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
42+ 1.22% |
$950 - $957
|
3.49K
$79.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
38+ 0.32% |
$859 - $866
|
12.1K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24+ 0.87% |
$543 - $547
|
2.79K
$63.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$22.6 - $22.8
|
1
$22.7
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-13- 3.29% |
$294 - $296
|
382
$8.66K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-21- 0.02% |
$475 - $479
|
102K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-202- 33.84% |
$4.57K - $4.6K
|
395
$8.96K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-255- 4.92% |
$5.77K - $5.81K
|
4.93K
$112K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-285- 26.08% |
$6.44K - $6.5K
|
808
$18.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-374- 2.78% |
$8.46K - $8.52K
|
13.1K
$296K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-483- 2.14% |
$10.9K - $11K
|
22.1K
$500K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-587- 3.39% |
$13.3K - $13.4K
|
16.7K
$379K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-659- 1.38% |
$14.9K - $15K
|
47.3K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-686- 6.79% |
$15.5K - $15.6K
|
9.42K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-867- 2.54% |
$19.6K - $19.8K
|
33.2K
$754K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-890- 42.18% |
$20.1K - $20.3K
|
1.22K
$27.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-901- 0.9% |
$20.4K - $20.5K
|
99.1K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-965- 0.93% |
$21.8K - $22K
|
103K
$2.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.26K- 35.43% |
$28.4K - $28.6K
|
2.29K
$52K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.33K- 7.82% |
$30K - $30.3K
|
15.7K
$355K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.37K- 8.61% |
$31K - $31.3K
|
14.6K
$331K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.38K- 5.66% |
$31.2K - $31.5K
|
23K
$522K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.42K- 1.68% |
$32.1K - $32.3K
|
83.2K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.46K- 32.48% |
$33K - $33.3K
|
3.04K
$68.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.54K- 13.28% |
$34.8K - $35.1K
|
10.1K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 12.74% |
$35.1K - $35.3K
|
10.6K
$241K
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.77K- 0.63% |
$40K - $40.3K
|
278K
$6.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.04K- 11.9% |
$46.1K - $46.4K
|
15.1K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3K- 9.08% |
$67.7K - $68.3K
|
30K
$680K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.62K- 13.61% |
$81.7K - $82.4K
|
23K
$521K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.63K- 9.11% |
$82K - $82.7K
|
36.2K
$821K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.68K- 3.42% |
$83.1K - $83.8K
|
104K
$2.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.84K- 2.1% |
$86.9K - $87.6K
|
179K
$4.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.48K- 32.92% |
$101K - $102K
|
9.14K
$207K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.6K- 87.62% |
$104K - $105K
|
650
$14.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.31K- 29.94% |
$120K - $121K
|
12.4K
$282K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5.51K- 6.54% |
$124K - $125K
|
78.6K
$1.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-6.19K- 17.18% |
$140K - $141K
|
29.8K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.25K- 17.34% |
$141K - $142K
|
29.8K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.29K- 18.82% |
$142K - $143K
|
27.1K
$615K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.28K- 38.77% |
$165K - $166K
|
11.5K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.83K- 39.19% |
$177K - $178K
|
12.1K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.92K- 21.81% |
$202K - $203K
|
32K
$725K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.72K- 6.78% |
$220K - $221K
|
134K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.86K- 8.24% |
$223K - $225K
|
110K
$2.49M
|