Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-22.4K- 18.28% |
$472K - $475K
|
100K
$2.12M
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-22.7K- 18.36% |
$478K - $481K
|
101K
$2.13M
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-25.7K- 47.88% |
$542K - $545K
|
28K
$592K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-25.8K- 6.66% |
$544K - $547K
|
362K
$7.64M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-26K- 18.25% |
$547K - $550K
|
116K
$2.46M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-26.6K- 27.02% |
$560K - $563K
|
71.8K
$1.52M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-30.2K- 96.53% |
$637K - $640K
|
1.09K
$23K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-30.3K- 70.21% |
$638K - $642K
|
12.9K
$272K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-34.2K- 7.35% |
$720K - $724K
|
431K
$9.11M
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-36.4K- 16.82% |
$767K - $771K
|
180K
$3.8M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39.6K- 90.76% |
$834K - $838K
|
4.03K
$85.1K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-39.6K- 38.73% |
$834K - $839K
|
62.7K
$1.32M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-53.1K- 8.9% |
$1.12M - $1.12M
|
544K
$11.5M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-54.5K- 60.13% |
$1.15M - $1.15M
|
36.1K
$763K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-55.7K- 26.55% |
$1.17M - $1.18M
|
154K
$3.26M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-60.9K- 59.28% |
$1.28M - $1.29M
|
41.9K
$884K
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-62.8K- 5.56% |
$1.32M - $1.33M
|
1.07M
$22.5M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-66.2K- 51.35% |
$1.39M - $1.4M
|
62.7K
$1.32M
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-66.9K- 32.5% |
$1.41M - $1.42M
|
139K
$2.93M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-71.6K- 4.0% |
$1.51M - $1.52M
|
1.72M
$36.3M
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-74K- 14.48% |
$1.56M - $1.57M
|
437K
$9.23M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-77.9K- 1.85% |
$1.64M - $1.65M
|
4.13M
$87.2M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-79.2K- 55.93% |
$1.67M - $1.68M
|
62.4K
$1.32M
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-81.6K- 10.96% |
$1.72M - $1.73M
|
663K
$14M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-81.9K- 27.09% |
$1.72M - $1.73M
|
220K
$4.66M
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-86.8K- 32.29% |
$1.83M - $1.84M
|
182K
$3.84M
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-89.8K- 46.13% |
$1.89M - $1.9M
|
105K
$2.22M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-95K- 82.2% |
$2M - $2.01M
|
20.6K
$435K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106K- 9.18% |
$2.24M - $2.25M
|
1.05M
$22.2M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-138K- 55.51% |
$2.91M - $2.93M
|
111K
$2.34M
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-142K- 41.47% |
$3M - $3.01M
|
201K
$4.24M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-144K- 11.49% |
$3.04M - $3.06M
|
1.11M
$23.5M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-145K- 26.86% |
$3.05M - $3.07M
|
395K
$8.33M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-159K- 20.23% |
$3.34M - $3.36M
|
626K
$13.2M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-211K- 25.18% |
$4.45M - $4.48M
|
628K
$13.3M
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-232K- 95.39% |
$4.88M - $4.91M
|
11.2K
$237K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-240K- 24.02% |
$5.06M - $5.09M
|
760K
$16M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-248K- 37.47% |
$5.23M - $5.26M
|
414K
$8.75M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-265K- 48.74% |
$5.58M - $5.61M
|
279K
$5.89M
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-278K- 29.86% |
$5.84M - $5.87M
|
652K
$13.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-349K- 28.25% |
$7.34M - $7.39M
|
886K
$18.7M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-400K- 39.68% |
$8.42M - $8.47M
|
608K
$12.8M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-451K- 94.71% |
$9.49M - $9.54M
|
25.2K
$532K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-483K- 13.64% |
$10.2M - $10.2M
|
3.06M
$64.6M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-583K- 14.54% |
$12.3M - $12.3M
|
3.43M
$72.4M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-665K- 17.54% |
$14M - $14.1M
|
3.12M
$66M
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-943K- 95.3% |
$19.8M - $20M
|
46.5K
$981K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.94M- 6.16% |
$40.9M - $41.1M
|
29.6M
$625M
|