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 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-911- 2.38% |
$18.8K - $19K
|
37.3K
$789K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-999- 3.11% |
$20.6K - $20.9K
|
31.1K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 2.75% |
$20.7K - $20.9K
|
35.3K
$746K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.02K- 1.25% |
$21.2K - $21.4K
|
80.8K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.06K- 2.44% |
$21.8K - $22.1K
|
42.2K
$892K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.06K- 2.55% |
$22K - $22.2K
|
40.6K
$859K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.15K- 0.58% |
$23.7K - $24K
|
197K
$4.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.2K- 8.64% |
$24.8K - $25K
|
12.7K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-1.2K- 10.08% |
$24.8K - $25.1K
|
10.7K
$226K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.21K- 1.45% |
$24.9K - $25.2K
|
81.8K
$1.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.23K- 8.24% |
$25.5K - $25.8K
|
13.7K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.24K- 9.12% |
$25.7K - $26K
|
12.4K
$262K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.25K- 4.78% |
$25.7K - $26K
|
24.8K
$523K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.3K- 2.94% |
$26.9K - $27.2K
|
42.9K
$907K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.4K- 11.7% |
$28.9K - $29.2K
|
10.6K
$223K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.42K- 5.74% |
$29.4K - $29.7K
|
23.4K
$495K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-1.45K- 3.56% |
$30K - $30.3K
|
39.3K
$830K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.51K- 5.22% |
$31.1K - $31.4K
|
27.3K
$577K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.63K- 1.97% |
$33.7K - $34K
|
80.9K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.69K- 5.05% |
$35K - $35.3K
|
31.8K
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.72K- 10.52% |
$35.6K - $36K
|
14.6K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-1.74K- 2.35% |
$35.9K - $36.3K
|
72.2K
$1.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-1.75K- 7.72% |
$36.2K - $36.5K
|
20.9K
$442K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.81K- 8.33% |
$37.4K - $37.8K
|
19.9K
$421K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.89K- 8.58% |
$39.1K - $39.5K
|
20.2K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.93K- 4.23% |
$39.9K - $40.3K
|
43.7K
$924K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2K- 17.04% |
$41.3K - $41.8K
|
9.74K
$206K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2K- 4.28% |
$41.3K - $41.8K
|
44.7K
$945K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-2.03K- 4.06% |
$41.9K - $42.3K
|
47.8K
$1.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.15K- 7.53% |
$44.3K - $44.8K
|
26.3K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.17K- 14.24% |
$44.8K - $45.3K
|
13.1K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.21K- 1.75% |
$45.7K - $46.2K
|
125K
$2.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.23K- 6.05% |
$46.2K - $46.6K
|
34.7K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.66K- 4.03% |
$55K - $55.6K
|
63.3K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.7K- 5.62% |
$55.8K - $56.4K
|
45.3K
$957K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 19.79% |
$56.2K - $56.8K
|
11K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.88K- 1.32% |
$59.5K - $60.1K
|
216K
$4.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.06K- 7.26% |
$63.3K - $63.9K
|
39.1K
$826K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.08K- 2.5% |
$63.7K - $64.4K
|
120K
$2.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-3.39K- 1.32% |
$70.1K - $70.9K
|
254K
$5.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.4K- 1.27% |
$70.3K - $71K
|
264K
$5.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-3.82K- 1.14% |
$78.9K - $79.7K
|
332K
$7.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-3.92K- 2.75% |
$81.1K - $82K
|
139K
$2.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.06K- 4.98% |
$83.8K - $84.7K
|
77.4K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.82K- 8.23% |
$99.7K - $101K
|
53.8K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.88K- 4.63% |
$101K - $102K
|
101K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-4.99K- 3.01% |
$103K - $104K
|
161K
$3.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-5K- 20.62% |
$103K - $104K
|
19.3K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5.1K- 92.72% |
$105K - $106K
|
400
$8.45K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-5.13K- 4.38% |
$106K - $107K
|
112K
$2.36M
|