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 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
30.7K+ 20.79% |
$634K - $641K
|
178K
$3.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30K+ 4.37% |
$620K - $626K
|
716K
$15.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
29.1K+ 32.78% |
$602K - $608K
|
118K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
28.3KNew |
$585K - $591K
|
28.3K
$598K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
28K+ 33.43% |
$578K - $584K
|
112K
$2.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.9K+ 1.72% |
$577K - $583K
|
1.65M
$34.8M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
27.5KNew |
$568K - $574K
|
27.5K
$580K
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
27KNew |
$558K - $564K
|
27K
$570K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.6KNew |
$509K - $515K
|
24.6K
$520K
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
23.3KNew |
$481K - $486K
|
23.3K
$492K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.3K+ 17.38% |
$460K - $465K
|
150K
$3.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
21.2K+ 91.57% |
$438K - $443K
|
44.3K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.4K+ 15.33% |
$423K - $427K
|
154K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
20.3K+ 121.91% |
$420K - $424K
|
37K
$781K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19.8K+ 3.67% |
$409K - $414K
|
559K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18K+ 10.44% |
$372K - $376K
|
190K
$4.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
18KNew |
$372K - $376K
|
18K
$380K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.8K+ 26.99% |
$368K - $372K
|
83.8K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
16.7KNew |
$345K - $348K
|
16.7K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
16.1KNew |
$332K - $336K
|
16.1K
$339K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
16KNew |
$331K - $335K
|
16K
$338K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16K+ 143.94% |
$330K - $333K
|
27.1K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
15.6KNew |
$322K - $325K
|
15.6K
$329K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15.5KNew |
$321K - $325K
|
15.5K
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.5K+ 21.26% |
$319K - $323K
|
88.1K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.3KNew |
$316K - $319K
|
15.3K
$323K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
14.8K+ 3.3% |
$306K - $309K
|
464K
$9.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.7K+ 2.6% |
$305K - $308K
|
581K
$12.3M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.6K+ 19.94% |
$302K - $305K
|
87.8K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
14.5K+ 6.25% |
$299K - $302K
|
246K
$5.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
14.3KNew |
$296K - $299K
|
14.3K
$302K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
14.1K+ 103.62% |
$291K - $294K
|
27.6K
$583K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
14K+ 40.79% |
$289K - $292K
|
48.2K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
13.7K+ 17.66% |
$284K - $287K
|
91.5K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.7K+ 73.12% |
$282K - $285K
|
32.3K
$683K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.6K+ 13.17% |
$281K - $284K
|
117K
$2.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
13.6K+ 9.07% |
$281K - $284K
|
163K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 62.56% |
$255K - $257K
|
32K
$676K
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
12KNew |
$249K - $251K
|
12K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
11.5K+ 17.14% |
$239K - $241K
|
78.9K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
11.4K+ 3.66% |
$236K - $238K
|
322K
$6.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 7.24% |
$231K - $234K
|
166K
$3.5M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
10.7KNew |
$221K - $223K
|
10.7K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.5K+ 2.85% |
$216K - $219K
|
378K
$7.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
9.02K+ 3.65% |
$186K - $188K
|
256K
$5.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.53K+ 52.43% |
$176K - $178K
|
24.8K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.25K+ 3.2% |
$171K - $172K
|
267K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.13K+ 0.95% |
$168K - $170K
|
862K
$18.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
7.82K+ 15.29% |
$162K - $163K
|
58.9K
$1.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
7.8K+ 30.68% |
$161K - $163K
|
33.2K
$702K
|