Purchases and Sales Made in Q1 2024 in Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EX-TRADED SELF INDX FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
238KNew |
$10.2M - $11.3M
|
238K
$11.8M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
237KNew |
$10.1M - $11.2M
|
237K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
228KNew |
$9.72M - $10.8M
|
228K
$11.3M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
144KNew |
$6.15M - $6.83M
|
144K
$7.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
135K+ 120.44% |
$5.78M - $6.42M
|
248K
$12.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
110KNew |
$4.72M - $5.24M
|
110K
$5.47M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 43.77% |
$4.65M - $5.17M
|
358K
$17.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
86.9KNew |
$3.71M - $4.12M
|
86.9K
$4.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
85.7KNew |
$3.66M - $4.07M
|
85.7K
$4.25M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
76.8KNew |
$3.28M - $3.64M
|
76.8K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.8KNew |
$2.09M - $2.32M
|
48.8K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37K+ 57.19% |
$1.58M - $1.76M
|
102K
$5.04M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.5KNew |
$1.13M - $1.26M
|
26.5K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.9K+ 48.83% |
$979K - $1.09M
|
69.8K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.5K+ 34.14% |
$620K - $689K
|
57K
$2.82M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.9K+ 191.58% |
$593K - $659K
|
21.1K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.7K+ 2.66% |
$544K - $604K
|
491K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$451K - $501K
|
10.6K
$523K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9.39K+ 9.33% |
$401K - $446K
|
110K
$5.45M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
8.87KNew |
$379K - $421K
|
8.87K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.71KNew |
$372K - $413K
|
8.71K
$431K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.72K+ 24.52% |
$330K - $366K
|
39.2K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.63K+ 9.05% |
$283K - $315K
|
79.9K
$3.96M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.27KNew |
$268K - $298K
|
6.27K
$311K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
5.98KNew |
$255K - $284K
|
5.98K
$296K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.42KNew |
$231K - $257K
|
5.42K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.17KNew |
$221K - $245K
|
5.17K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.29KNew |
$183K - $203K
|
4.29K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.28KNew |
$183K - $203K
|
4.28K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.07KNew |
$174K - $193K
|
4.07K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.81K+ 10.65% |
$77.3K - $85.8K
|
18.8K
$930K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.38KNew |
$58.8K - $65.4K
|
1.38K
$68.2K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
496+ 1.59% |
$21.2K - $23.5K
|
31.8K
$1.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
404+ 1.46% |
$17.3K - $19.2K
|
28.1K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
352+ 8.38% |
$15K - $16.7K
|
4.55K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
108+ 10.98% |
$4.61K - $5.13K
|
1.09K
$54.1K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87+ 3.59% |
$3.72K - $4.13K
|
2.51K
$124K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
47New |
$2.01K - $2.23K
|
47
$2.33K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
25+ 1.05% |
$1.07K - $1.19K
|
2.41K
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-28- 18.54% |
$1.2K - $1.33K
|
123
$6.09K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-236- 0.29% |
$10.1K - $11.2K
|
82K
$4.06M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-297- 33.0% |
$12.7K - $14.1K
|
603
$29.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-381- 7.75% |
$16.3K - $18.1K
|
4.53K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-497- 5.81% |
$21.2K - $23.6K
|
8.06K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-652- 6.98% |
$27.9K - $30.9K
|
8.69K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-745Closed |
$31.8K - $35.4K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.17K- 1.89% |
$92.6K - $103K
|
113K
$5.59M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.78K- 8.82% |
$119K - $132K
|
28.8K
$1.43M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.03K- 90.36% |
$129K - $144K
|
323
$16K
|