Purchases and Sales Made in Q1 2024 in Invesco Et Self Idxd Fd Tr Bul (BSCO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCO) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.8K+ 9.0% |
$414K - $416K
|
240K
$5.08M
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
18.8K+ 6.14% |
$393K - $395K
|
325K
$6.88M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
18.6K+ 2.69% |
$387K - $390K
|
708K
$15M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.6K+ 11.47% |
$368K - $370K
|
171K
$3.62M
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
17.6KNew |
$368K - $370K
|
17.6K
$373K
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16.9K+ 108.86% |
$353K - $355K
|
32.5K
$687K
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
16.8KNew |
$352K - $354K
|
16.8K
$356K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.8KNew |
$309K - $311K
|
14.8K
$313K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
14.4K+ 52.12% |
$300K - $302K
|
42K
$888K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8K+ 2.38% |
$289K - $290K
|
595K
$12.6M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.1KNew |
$274K - $276K
|
13.1K
$278K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
12.8K+ 9.24% |
$267K - $269K
|
152K
$3.2M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.3K+ 9.53% |
$257K - $259K
|
142K
$3M
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11KNew |
$229K - $231K
|
11K
$232K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11K+ 10.62% |
$229K - $231K
|
114K
$2.42M
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11K+ 5.55% |
$229K - $230K
|
208K
$4.4M
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.7K+ 12.76% |
$223K - $225K
|
94.5K
$2M
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
10.6K+ 2.44% |
$222K - $223K
|
446K
$9.42M
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.6K+ 9.57% |
$220K - $222K
|
121K
$2.55M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.4K+ 8.92% |
$218K - $219K
|
127K
$2.69M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 4.77% |
$215K - $216K
|
226K
$4.78M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.1K+ 29.84% |
$210K - $211K
|
43.7K
$925K
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10K+ 6.12% |
$209K - $210K
|
173K
$3.67M
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.98KNew |
$208K - $209K
|
9.98K
$211K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.96K+ 3.74% |
$208K - $209K
|
277K
$5.85M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.63KNew |
$201K - $202K
|
9.63K
$204K
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
9.13K+ 5.31% |
$190K - $192K
|
181K
$3.82M
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
9.1K+ 38.31% |
$190K - $191K
|
32.9K
$695K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.92K+ 2035.84% |
$186K - $187K
|
9.36K
$198K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.2K+ 195.24% |
$171K - $172K
|
12.4K
$262K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.08K+ 18.97% |
$169K - $170K
|
50.6K
$1.07M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.84KNew |
$164K - $165K
|
7.84K
$166K
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
7.54K+ 11.27% |
$157K - $158K
|
74.4K
$1.57M
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
7K+ 8.55% |
$146K - $147K
|
88.8K
$1.88M
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
6.47K+ 9.83% |
$135K - $136K
|
72.2K
$1.53M
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
6.27K+ 2.99% |
$131K - $132K
|
216K
$4.57M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.11K+ 3.21% |
$127K - $128K
|
196K
$4.15M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.43K+ 6.72% |
$113K - $114K
|
86.2K
$1.82M
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.05K+ 10.05% |
$105K - $106K
|
55.3K
$1.17M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.03K+ 3.35% |
$105K - $106K
|
155K
$3.28M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.6K+ 18.56% |
$96.1K - $96.6K
|
29.4K
$622K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.79K+ 5.98% |
$79.1K - $79.6K
|
67.1K
$1.42M
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
3.72K+ 0.46% |
$77.6K - $78K
|
808K
$17.1M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.69K+ 5.63% |
$77K - $77.5K
|
69.2K
$1.46M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.64KNew |
$75.9K - $76.3K
|
3.64K
$76.8K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.39K+ 8.35% |
$70.7K - $71.1K
|
44K
$930K
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
3.36K+ 2.09% |
$70.2K - $70.6K
|
164K
$3.48M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.29K+ 7.83% |
$68.6K - $69K
|
45.3K
$957K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3K+ 9.66% |
$62.6K - $63K
|
34K
$720K
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.8K+ 2.75% |
$58.5K - $58.8K
|
105K
$2.21M
|