Purchases and Sales Made in Q2 2024 in Invesco Exc Self Ind Tr Bullet (BSJS)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr Bullet (BSJS) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR BULLET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
135KNew |
$2.86M - $2.92M
|
135K
$2.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.4K+ 20.62% |
$1.86M - $1.89M
|
511K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
82.4K+ 49.34% |
$1.75M - $1.78M
|
249K
$5.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.5K+ 24.96% |
$1.5M - $1.53M
|
353K
$7.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.3K+ 78.3% |
$1.3M - $1.33M
|
140K
$3.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
57.8K+ 22.32% |
$1.23M - $1.25M
|
317K
$6.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
57.7KNew |
$1.23M - $1.25M
|
57.7K
$1.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
56.5K+ 23.0% |
$1.2M - $1.22M
|
302K
$6.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.6K+ 17.41% |
$947K - $965K
|
300K
$6.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.6K+ 17.41% |
$947K - $965K
|
300K
$6.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.2K+ 31.25% |
$706K - $719K
|
139K
$3.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
33KNew |
$701K - $715K
|
33K
$721K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.6KNew |
$566K - $577K
|
26.6K
$582K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18.7KNew |
$398K - $405K
|
18.7K
$409K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.3K+ 15.01% |
$368K - $375K
|
133K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1K+ 17.61% |
$364K - $371K
|
114K
$2.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
14.5K+ 57.32% |
$309K - $315K
|
39.9K
$871K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.7KNew |
$271K - $276K
|
12.7K
$278K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
12.2K+ 7.73% |
$260K - $265K
|
171K
$3.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.82K+ 18.86% |
$188K - $191K
|
55.6K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
6.54KNew |
$139K - $142K
|
6.54K
$143K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.45KNew |
$137K - $140K
|
6.45K
$141K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.67K+ 20.72% |
$120K - $123K
|
33K
$721K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.33K+ 2.05% |
$92K - $93.8K
|
215K
$4.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.22K+ 20.14% |
$89.6K - $91.3K
|
25.2K
$549K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.83KNew |
$81.4K - $82.9K
|
3.83K
$83.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.64KNew |
$77.4K - $78.9K
|
3.64K
$79.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.35K+ 16.01% |
$71.3K - $72.6K
|
24.3K
$531K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.75K+ 4.91% |
$58.5K - $59.6K
|
58.8K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.58KNew |
$54.8K - $55.8K
|
2.58K
$56.3K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.21K+ 11.84% |
$46.9K - $47.8K
|
20.8K
$455K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.15K+ 4.48% |
$45.7K - $46.5K
|
50.1K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.15K+ 7.37% |
$45.6K - $46.4K
|
31.3K
$683K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.13K+ 5.71% |
$45.2K - $46.1K
|
39.4K
$861K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.03KNew |
$43.2K - $44K
|
2.03K
$44.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 10.99% |
$28.4K - $28.9K
|
13.5K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.06K+ 1.93% |
$22.5K - $23K
|
56.1K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
630+ 1.0% |
$13.4K - $13.6K
|
63.3K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
510+ 28.52% |
$10.8K - $11K
|
2.3K
$50.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
475New |
$10.1K - $10.3K
|
475
$10.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
391+ 1.02% |
$8.31K - $8.47K
|
38.6K
$844K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
362+ 1.66% |
$7.69K - $7.84K
|
22.2K
$484K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
135New |
$2.87K - $2.92K
|
135
$2.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24+ 0.38% |
$510 - $520
|
6.39K
$140K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-51- 5.99% |
$1.08K - $1.1K
|
800
$17.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-259- 0.57% |
$5.5K - $5.61K
|
45.4K
$991K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-565- 3.04% |
$12K - $12.2K
|
18K
$394K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-596- 2.13% |
$12.7K - $12.9K
|
27.4K
$598K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.63K- 11.44% |
$77.2K - $78.6K
|
28.1K
$614K
|