Purchases and Sales Made in Q2 2024 in Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO SELF-INDEXED FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
381KNew |
$7.9M - $8.09M
|
381K
$8.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
157K+ 168.6% |
$3.25M - $3.33M
|
250K
$5.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
107K+ 103.59% |
$2.22M - $2.27M
|
210K
$4.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.3K+ 27.97% |
$1.46M - $1.49M
|
322K
$6.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.1K+ 37.66% |
$1.39M - $1.43M
|
245K
$5.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
55.7K+ 22.22% |
$1.15M - $1.18M
|
306K
$6.62M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.8K+ 27.67% |
$535K - $549K
|
119K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.8K+ 27.67% |
$535K - $549K
|
119K
$2.57M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.6KNew |
$531K - $545K
|
25.6K
$554K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.8KNew |
$390K - $400K
|
18.8K
$406K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.6K+ 33.25% |
$239K - $245K
|
46.3K
$1M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.6KNew |
$199K - $204K
|
9.6K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.4K+ 21.62% |
$174K - $179K
|
47.3K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
5.5K+ 44.19% |
$114K - $117K
|
18K
$388K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.28KNew |
$109K - $112K
|
5.28K
$114K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.67KNew |
$96.8K - $99.2K
|
4.67K
$101K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.69KNew |
$76.5K - $78.4K
|
3.69K
$79.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.62K+ 10.19% |
$54.4K - $55.7K
|
28.4K
$613K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.25K+ 11.75% |
$46.6K - $47.8K
|
21.4K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.92K+ 13.49% |
$39.7K - $40.7K
|
16.1K
$348K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.8K+ 5.96% |
$37.3K - $38.2K
|
32K
$691K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.6KNew |
$33.1K - $33.9K
|
1.6K
$34.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1K+ 57.44% |
$20.8K - $21.3K
|
2.75K
$59.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
700New |
$14.5K - $14.9K
|
700
$15.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
520+ 36.11% |
$10.8K - $11.1K
|
1.96K
$42.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
149+ 0.71% |
$3.09K - $3.17K
|
21.3K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
66New |
$1.37K - $1.4K
|
66
$1.43K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
66New |
$1.37K - $1.4K
|
66
$1.43K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$20.7 - $21.3
|
17.8K
$385K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.93K- 16.15% |
$81.5K - $83.5K
|
20.4K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.11K- 12.24% |
$106K - $109K
|
36.6K
$791K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.73K- 23.06% |
$139K - $143K
|
22.4K
$485K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-24.6K- 62.37% |
$511K - $524K
|
14.9K
$321K
|