Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.31M+ 17095.39% |
$68.3M - $69.1M
|
3.33M
$70.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.3M+ 20526.53% |
$68.2M - $68.9M
|
3.31M
$70M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.17M+ 29.14% |
$24.1M - $24.4M
|
5.18M
$109M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.14M+ 261.02% |
$23.5M - $23.8M
|
1.57M
$33.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
963K+ 521.12% |
$19.9M - $20.1M
|
1.15M
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
753K+ 18.38% |
$15.6M - $15.7M
|
4.85M
$102M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
694KNew |
$14.4M - $14.5M
|
694K
$14.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
393K+ 6.43% |
$8.12M - $8.21M
|
6.5M
$137M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
350K+ 33.29% |
$7.22M - $7.3M
|
1.4M
$29.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
337K+ 265.05% |
$6.96M - $7.04M
|
464K
$9.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
315K+ 355.61% |
$6.52M - $6.59M
|
404K
$8.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
260K+ 15.07% |
$5.38M - $5.44M
|
1.99M
$42M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
260KNew |
$5.37M - $5.43M
|
260K
$5.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
237K+ 41.66% |
$4.89M - $4.94M
|
805K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
183K+ 232.89% |
$3.77M - $3.82M
|
261K
$5.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
173K+ 15.49% |
$3.57M - $3.61M
|
1.29M
$27.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
156K+ 29.35% |
$3.23M - $3.27M
|
689K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
139K+ 10.52% |
$2.87M - $2.9M
|
1.46M
$30.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
138K+ 971.76% |
$2.85M - $2.88M
|
152K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
129KNew |
$2.66M - $2.69M
|
129K
$2.72M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
127KNew |
$2.63M - $2.66M
|
127K
$2.69M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
98.9KNew |
$2.04M - $2.07M
|
98.9K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
97.8KNew |
$2.02M - $2.04M
|
97.8K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
87.9KNew |
$1.82M - $1.84M
|
87.9K
$1.86M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
85.7KNew |
$1.77M - $1.79M
|
85.7K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
72.7KNew |
$1.5M - $1.52M
|
72.7K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
70.9K+ 2.44% |
$1.47M - $1.48M
|
2.97M
$62.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
68.5KNew |
$1.42M - $1.43M
|
68.5K
$1.45M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
61.2KNew |
$1.27M - $1.28M
|
61.2K
$1.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57K+ 13.17% |
$1.18M - $1.19M
|
490K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55.7K+ 33.86% |
$1.15M - $1.16M
|
220K
$4.66M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
50.6KNew |
$1.05M - $1.06M
|
50.6K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
49.6K+ 21.16% |
$1.03M - $1.04M
|
284K
$6M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
48.3K+ 61.18% |
$998K - $1.01M
|
127K
$2.69M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
47.7K+ 23.08% |
$985K - $996K
|
254K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47K+ 26.57% |
$971K - $981K
|
224K
$4.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
46.2K+ 2.66% |
$954K - $964K
|
1.78M
$37.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46.1K+ 0.73% |
$953K - $963K
|
6.35M
$134M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
45.8K+ 79.3% |
$946K - $956K
|
103K
$2.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44.9K+ 53.12% |
$928K - $938K
|
129K
$2.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.1K+ 40.39% |
$891K - $901K
|
150K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.7K+ 187.89% |
$884K - $893K
|
65.5K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
42.5KNew |
$879K - $888K
|
42.5K
$899K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
41K+ 31.37% |
$847K - $856K
|
172K
$3.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
39K+ 54.73% |
$806K - $815K
|
110K
$2.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
38.2K+ 4.3% |
$790K - $798K
|
927K
$19.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
35.8K+ 29.4% |
$740K - $748K
|
158K
$3.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
33.8K+ 32.26% |
$699K - $706K
|
139K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
33K+ 97.6% |
$682K - $690K
|
66.8K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
32.4KNew |
$670K - $677K
|
32.4K
$685K
|