Gradient Capital Advisors, LLC Invesco Exc Self Ind Tr Transaction History

Gradient Capital Advisors, LLC

$304 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$15.2 - $16.48 $190,000 - $206,000	12,500 New	12,500 $199,000

Others Institutions Holding BSCU

# of Institutions

191

Shares Held

56.5M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

3.81M
Shares

$62.5 Million
0.02% of portfolio
Aptus Capital Advisors, LLC

3.35M
Shares

$55 Million
0.91% of portfolio
Tru Wealth Advisors, LLC

3.28M
Shares

$53.8 Million
3.38% of portfolio
Clearstead Advisors, LLC Cleveland, OH

3.07M
Shares

$50.4 Million
0.78% of portfolio
Raymond James & Associates St Petersburg, FL

2.59M
Shares

$42.5 Million
0.03% of portfolio

About INVESCO EXC SELF-IND TR

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