Purchases and Sales Made in Q4 2023 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELD IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.92K+ 11.0% |
$78.8K - $80.2K
|
39.6K
$818K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.84K+ 26.69% |
$77.2K - $78.6K
|
18.2K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.75KNew |
$75.4K - $76.8K
|
3.75K
$77.6K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.66K+ 25.72% |
$73.6K - $74.9K
|
17.9K
$370K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.41KNew |
$68.5K - $69.7K
|
3.41K
$70.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.35KNew |
$67.2K - $68.4K
|
3.35K
$69.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.11K+ 10.67% |
$62.5K - $63.7K
|
32.3K
$667K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
2.45K+ 13.04% |
$49.2K - $50.1K
|
21.2K
$439K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.4K+ 2.68% |
$48.3K - $49.1K
|
92.1K
$1.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.31K+ 5.16% |
$46.4K - $47.3K
|
47.1K
$973K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.24K+ 8.33% |
$45K - $45.9K
|
29.2K
$603K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.09K+ 5.61% |
$41.9K - $42.7K
|
39.3K
$812K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.96K+ 4.82% |
$39.3K - $40K
|
42.6K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.92K+ 0.46% |
$38.5K - $39.2K
|
418K
$8.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.91K+ 4.33% |
$38.4K - $39.1K
|
46.1K
$953K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.7K+ 6.89% |
$34.2K - $34.8K
|
26.4K
$545K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.5K+ 6.18% |
$30.1K - $30.7K
|
25.8K
$532K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.49K+ 7.72% |
$29.9K - $30.5K
|
20.8K
$430K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.37K+ 68450.0% |
$27.5K - $28K
|
1.37K
$28.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.26K+ 1.23% |
$25.4K - $25.8K
|
104K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.26K+ 6.72% |
$25.3K - $25.7K
|
20K
$413K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 0.62% |
$22.8K - $23.3K
|
184K
$3.79M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.1K+ 6.68% |
$22.1K - $22.5K
|
17.6K
$363K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.07K+ 3.74% |
$21.6K - $22K
|
29.8K
$616K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.02K+ 8.0% |
$20.5K - $20.9K
|
13.8K
$285K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
916+ 7.06% |
$18.4K - $18.7K
|
13.9K
$287K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
847+ 4.0% |
$17K - $17.3K
|
22K
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
708+ 0.58% |
$14.2K - $14.5K
|
123K
$2.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
665New |
$13.4K - $13.6K
|
665
$13.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
650New |
$13.1K - $13.3K
|
650
$13.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
623+ 1.17% |
$12.5K - $12.7K
|
53.7K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
609+ 0.27% |
$12.2K - $12.5K
|
227K
$4.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
607New |
$12.2K - $12.4K
|
607
$12.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
597+ 0.18% |
$12K - $12.2K
|
328K
$6.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500New |
$10K - $10.2K
|
500
$10.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
485New |
$9.74K - $9.92K
|
485
$10K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
442+ 0.93% |
$8.88K - $9.04K
|
47.9K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
363New |
$7.29K - $7.42K
|
363
$7.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
363+ 0.76% |
$7.29K - $7.42K
|
48.2K
$996K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
322+ 0.3% |
$6.47K - $6.58K
|
108K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
304+ 0.93% |
$6.1K - $6.22K
|
32.9K
$680K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
214+ 0.17% |
$4.3K - $4.38K
|
123K
$2.54M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
213+ 1.3% |
$4.28K - $4.36K
|
16.6K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
130+ 1.3% |
$2.61K - $2.66K
|
10.1K
$209K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
114+ 0.93% |
$2.29K - $2.33K
|
12.3K
$255K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
111+ 0.92% |
$2.23K - $2.27K
|
12.1K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
110+ 0.26% |
$2.21K - $2.25K
|
41.8K
$863K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
59+ 0.41% |
$1.18K - $1.21K
|
14.6K
$302K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
48+ 0.34% |
$964 - $982
|
14.3K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
32+ 0.23% |
$643 - $654
|
13.9K
$288K
|