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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7.79K+ 4.59% |
$161K - $163K
|
177K
$3.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
7.5K+ 0.73% |
$155K - $157K
|
1.04M
$21.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.47K+ 1.75% |
$154K - $156K
|
435K
$9.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
7.12K+ 0.58% |
$147K - $149K
|
1.23M
$26.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.08K+ 1.66% |
$146K - $148K
|
434K
$9.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.56K+ 2.3% |
$136K - $137K
|
292K
$6.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.11K+ 14.2% |
$126K - $128K
|
49.2K
$1.04M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
6.07K+ 3.86% |
$126K - $127K
|
163K
$3.45M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
6.07K+ 3.35% |
$125K - $127K
|
187K
$3.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.99K+ 1.18% |
$124K - $125K
|
512K
$10.8M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.98K+ 83.41% |
$124K - $125K
|
13.1K
$277K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.96K+ 49.13% |
$123K - $124K
|
18.1K
$382K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.68K+ 72.95% |
$117K - $119K
|
13.5K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
5.43K+ 29.6% |
$112K - $113K
|
23.8K
$502K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5.4K+ 8.31% |
$112K - $113K
|
70.4K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
5.11K+ 3.77% |
$106K - $107K
|
141K
$2.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
5.08K+ 3.22% |
$105K - $106K
|
163K
$3.44M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
4.94K+ 12.27% |
$102K - $103K
|
45.2K
$955K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.9K+ 9.56% |
$101K - $102K
|
56.1K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
4.6K+ 8.32% |
$95.1K - $96.1K
|
59.9K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.24K+ 11.06% |
$87.6K - $88.6K
|
42.6K
$899K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.12K+ 0.75% |
$85.1K - $86K
|
555K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.74K+ 8.04% |
$77.3K - $78.1K
|
50.3K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
3.62K+ 12.79% |
$74.9K - $75.7K
|
32K
$675K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
3.6K+ 60.1% |
$74.4K - $75.2K
|
9.59K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.34K+ 9.27% |
$69.1K - $69.8K
|
39.4K
$832K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3.34K+ 17.79% |
$69K - $69.7K
|
22.1K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.34K+ 1.31% |
$69K - $69.7K
|
258K
$5.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.32K+ 6.15% |
$68.6K - $69.4K
|
57.3K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.26KNew |
$67.3K - $68K
|
3.26K
$68.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.94KNew |
$60.7K - $61.3K
|
2.94K
$62K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.45K+ 196.24% |
$50.7K - $51.2K
|
3.7K
$78.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.44K+ 8.64% |
$50.4K - $50.9K
|
30.7K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.42KNew |
$49.9K - $50.4K
|
2.42K
$51K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.39K+ 6.26% |
$49.4K - $49.9K
|
40.6K
$857K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.36K+ 4.55% |
$48.9K - $49.4K
|
54.4K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.32KNew |
$47.9K - $48.4K
|
2.32K
$49K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.19K+ 1.05% |
$45.2K - $45.7K
|
210K
$4.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.92K+ 7.62% |
$39.7K - $40.1K
|
27.1K
$573K
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
BUY
|
- |
1.89K+ 6.36% |
$39.1K - $39.5K
|
31.6K
$667K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.84K+ 4.18% |
$38K - $38.4K
|
45.8K
$968K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.83K+ 0.6% |
$37.8K - $38.2K
|
307K
$6.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.79K+ 0.42% |
$37K - $37.4K
|
432K
$9.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.71K+ 8.57% |
$35.4K - $35.8K
|
21.7K
$458K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.68K+ 2.82% |
$34.6K - $35K
|
61K
$1.29M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.63K+ 5.7% |
$33.7K - $34K
|
30.2K
$638K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5K+ 55.56% |
$31K - $31.3K
|
4.2K
$88.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.49K+ 78.2% |
$30.8K - $31.2K
|
3.4K
$71.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.35K+ 2.1% |
$27.8K - $28.1K
|
65.5K
$1.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.31K+ 168.21% |
$27.1K - $27.4K
|
2.09K
$44.2K
|