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 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-5.13K- 1.03% |
$106K - $107K
|
494K
$10.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.17K- 1.83% |
$107K - $108K
|
277K
$5.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5.98K- 25.11% |
$124K - $125K
|
17.8K
$376K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-5.99K- 14.24% |
$124K - $125K
|
36K
$761K
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
SELL
|
- |
-6.32K- 4.8% |
$131K - $132K
|
125K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.55K- 3.21% |
$135K - $137K
|
197K
$4.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.67K- 0.48% |
$138K - $139K
|
1.39M
$29.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-6.94K- 18.26% |
$143K - $145K
|
31K
$656K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-7.12K- 8.94% |
$147K - $149K
|
72.5K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.89K- 1.29% |
$163K - $165K
|
602K
$12.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-7.92K- 3.07% |
$164K - $166K
|
251K
$5.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-9.24K- 5.92% |
$191K - $193K
|
147K
$3.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-9.45K- 9.19% |
$195K - $197K
|
93.4K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-9.69K- 85.14% |
$200K - $203K
|
1.69K
$35.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-9.99K- 13.56% |
$207K - $209K
|
63.7K
$1.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-10.3K- 4.48% |
$213K - $215K
|
219K
$4.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-11K- 2.17% |
$227K - $230K
|
497K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-11.5KClosed |
$237K - $240K
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-12.1K- 43.26% |
$251K - $254K
|
15.9K
$336K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-12.2K- 4.93% |
$252K - $255K
|
235K
$4.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-12.7K- 6.03% |
$262K - $265K
|
198K
$4.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.9K- 1.78% |
$267K - $270K
|
712K
$15M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.1K- 2.0% |
$290K - $294K
|
690K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-14.3K- 35.79% |
$295K - $298K
|
25.6K
$541K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-14.3K- 34.27% |
$295K - $299K
|
27.4K
$579K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-14.4K- 7.62% |
$297K - $301K
|
174K
$3.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-14.7K- 9.66% |
$305K - $308K
|
138K
$2.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-16.3K- 1.36% |
$337K - $341K
|
1.18M
$25M
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-16.6K- 1.12% |
$344K - $348K
|
1.46M
$30.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-16.8K- 13.04% |
$347K - $351K
|
112K
$2.37M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-17K- 13.52% |
$351K - $355K
|
109K
$2.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17.1K- 21.22% |
$353K - $356K
|
63.3K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-17.1K- 4.18% |
$353K - $357K
|
392K
$8.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-17.7K- 38.52% |
$365K - $369K
|
28.2K
$596K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-18.5K- 5.57% |
$383K - $387K
|
314K
$6.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-19.3K- 9.27% |
$400K - $404K
|
189K
$3.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-21.6K- 8.46% |
$445K - $450K
|
233K
$4.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-22.1K- 37.69% |
$457K - $462K
|
36.5K
$772K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.5K- 5.34% |
$466K - $471K
|
400K
$8.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.9K- 3.12% |
$473K - $478K
|
710K
$15M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-24.7K- 12.83% |
$511K - $517K
|
168K
$3.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-25.4K- 6.76% |
$524K - $530K
|
350K
$7.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-25.9K- 18.55% |
$535K - $541K
|
114K
$2.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-28.4K- 24.57% |
$586K - $593K
|
87.1K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-28.7K- 4.22% |
$593K - $600K
|
652K
$13.8M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-29.3K- 41.1% |
$605K - $611K
|
41.9K
$886K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-29.6K- 15.18% |
$611K - $617K
|
165K
$3.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-30.8K- 24.0% |
$636K - $643K
|
97.5K
$2.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-31.2K- 74.51% |
$645K - $652K
|
10.7K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-31.2K- 20.89% |
$646K - $653K
|
118K
$2.5M
|