Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
357K+ 145.52% |
$7.49M - $7.86M
|
602K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
141K+ 56.49% |
$2.96M - $3.11M
|
391K
$8.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
99.7K+ 26.19% |
$2.09M - $2.2M
|
481K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
78.4KNew |
$1.65M - $1.73M
|
78.4K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.5K+ 21.91% |
$1.48M - $1.55M
|
392K
$8.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.1K+ 46.27% |
$1.16M - $1.21M
|
174K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.7K+ 15.89% |
$1.02M - $1.07M
|
355K
$7.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
36.1K+ 17.18% |
$758K - $796K
|
246K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.1K+ 2128.03% |
$528K - $554K
|
26.3K
$561K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.2KNew |
$446K - $468K
|
21.2K
$453K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.2K+ 37.22% |
$362K - $380K
|
63.5K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.9K+ 61.9% |
$333K - $350K
|
41.5K
$885K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
12.9K+ 72.02% |
$272K - $285K
|
30.9K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.7K+ 85.7% |
$268K - $281K
|
27.6K
$589K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4KNew |
$260K - $273K
|
12.4K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
12.2KNew |
$256K - $268K
|
12.2K
$260K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.9K+ 124.07% |
$250K - $262K
|
21.5K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10.8KNew |
$227K - $238K
|
10.8K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.68K+ 45.54% |
$203K - $213K
|
30.9K
$660K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9.18KNew |
$193K - $202K
|
9.18K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.97K+ 26.42% |
$104K - $110K
|
23.8K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.36K+ 118.22% |
$91.6K - $96.1K
|
8.05K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.74K+ 135.94% |
$78.6K - $82.5K
|
6.49K
$138K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.49K+ 12.29% |
$73.2K - $76.8K
|
31.8K
$679K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.08K+ 17.25% |
$64.6K - $67.8K
|
20.9K
$446K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.35KNew |
$49.4K - $51.8K
|
2.35K
$50.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.1K+ 131.18% |
$44K - $46.2K
|
3.69K
$78.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.93KNew |
$40.5K - $42.5K
|
1.93K
$41.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.38K+ 29.44% |
$28.9K - $30.3K
|
6.05K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
849+ 3.78% |
$17.8K - $18.7K
|
23.3K
$497K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
717+ 2.24% |
$15.1K - $15.8K
|
32.7K
$697K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
650+ 4.82% |
$13.7K - $14.3K
|
14.1K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
457+ 692.42% |
$9.6K - $10.1K
|
523
$11.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
457+ 692.42% |
$9.6K - $10.1K
|
523
$11.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
328+ 2.03% |
$6.89K - $7.23K
|
16.4K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
195+ 3.7% |
$4.1K - $4.3K
|
5.47K
$117K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-33- 0.15% |
$693 - $727
|
21.4K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.86K- 10.28% |
$102K - $107K
|
42.4K
$904K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.2K- 50.18% |
$215K - $226K
|
10.2K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-26.2K- 71.43% |
$550K - $577K
|
10.5K
$223K
|