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

Gradient Capital Advisors, LLC

$296 Million
Q3 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

166

Shares Held

46.5M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

3.35M
Shares

$54.9 Million
0.91% of portfolio
Clearstead Advisors, LLC Cleveland, OH

2.9M
Shares

$47.5 Million
0.78% of portfolio
Raymond James & Associates St Petersburg, FL

2.59M
Shares

$42.4 Million
0.03% of portfolio
Invesco Ltd. Atlanta, GA

2.44M
Shares

$40 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.4M
Shares

$39.3 Million
0.01% of portfolio

About INVESCO EXC SELF-IND TR

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