Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
171KNew |
$8.42M - $8.92M
|
171K
$8.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
70.2K+ 32.54% |
$3.47M - $3.67M
|
286K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
23.1KNew |
$1.14M - $1.21M
|
23.1K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
14.4K+ 17.33% |
$712K - $754K
|
97.7K
$5.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.6K+ 40.41% |
$524K - $555K
|
36.9K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10KNew |
$494K - $523K
|
10K
$514K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
9.28K+ 33.66% |
$458K - $485K
|
36.9K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9K+ 10.74% |
$445K - $471K
|
92.8K
$4.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.78KNew |
$384K - $407K
|
7.78K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.5KNew |
$271K - $287K
|
5.5K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.2K+ 19.84% |
$158K - $167K
|
19.3K
$994K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
851+ 1.08% |
$42K - $44.5K
|
80K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
661+ 11.3% |
$32.6K - $34.6K
|
6.51K
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
396+ 5.5% |
$19.6K - $20.7K
|
7.59K
$390K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
238+ 5.83% |
$11.8K - $12.4K
|
4.32K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
206New |
$10.2K - $10.8K
|
206
$10.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
152+ 1.92% |
$7.51K - $7.95K
|
8.07K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
102+ 1.32% |
$5.04K - $5.34K
|
7.82K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$988 - $1.05K
|
20
$1.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$148 - $157
|
1.38K
$71K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 0.5% |
$889 - $942
|
3.61K
$186K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18- 0.11% |
$889 - $942
|
16.8K
$866K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-227- 3.87% |
$11.2K - $11.9K
|
5.64K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-510- 10.04% |
$25.2K - $26.7K
|
4.57K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-542- 0.46% |
$26.8K - $28.4K
|
117K
$6.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.17K- 9.16% |
$107K - $114K
|
21.5K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.25K- 1.16% |
$309K - $327K
|
532K
$27.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-86.3K- 19.94% |
$4.26M - $4.51M
|
347K
$17.8M
|