Latest Institutional Transactions on Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information on the latest institutional transactions involving Invesco Et Self Idxd Fd Tr Bul (BSCQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.22K+ 2.12% |
$62.6K - $62.9K
|
155K
$3.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-46- 0.95% |
$893 - $899
|
4.82K
$93.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
37+ 0.07% |
$719 - $723
|
49.7K
$968K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-90.9K- 60.6% |
$1.77M - $1.78M
|
59.1K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-16.7K- 23.84% |
$325K - $327K
|
53.5K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
10.3KNew |
$200K - $201K
|
10.3K
$201K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
355+ 0.96% |
$6.89K - $6.94K
|
37.3K
$728K
|
|
| Q4 2024 | |||||||
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.54K- 20.25% |
$49.2K - $49.7K
|
10K
$195K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-300K- 19.34% |
$5.82M - $5.88M
|
1.25M
$24.4M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
189KNew |
$3.67M - $3.71M
|
189K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-18.4K- 4.58% |
$356K - $360K
|
383K
$7.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42K- 55.76% |
$814K - $822K
|
33.3K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.35K+ 43.94% |
$142K - $144K
|
24.1K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
150New |
$2.91K - $2.94K
|
150
$2.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
794KNew |
$15.4M - $15.5M
|
794K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.71KNew |
$33.2K - $33.5K
|
1.71K
$33.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-213- 61.56% |
$4.13K - $4.17K
|
133
$2.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
526New |
$10.2K - $10.3K
|
526
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12+ 7.19% |
$233 - $235
|
179
$3.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.37KNew |
$84.7K - $85.5K
|
4.37K
$85.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.52K+ 19.29% |
$68.3K - $69K
|
21.8K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
521+ 4.1% |
$10.1K - $10.2K
|
13.2K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-4.95K- 13.52% |
$95.9K - $96.9K
|
31.7K
$617K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
36+ 0.23% |
$698 - $705
|
16K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500New |
$9.69K - $9.79K
|
500
$9.75K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
748+ 5.3% |
$14.5K - $14.6K
|
14.9K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.93KNew |
$192K - $194K
|
9.93K
$194K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-356K- 86.89% |
$6.9M - $6.97M
|
53.7K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.43MNew |
$27.7M - $28M
|
1.43M
$27.9M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.5KNew |
$107K - $108K
|
5.5K
$107K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.52KNew |
$126K - $128K
|
6.52K
$127K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47+ 0.36% |
$911 - $920
|
13K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-234- 0.69% |
$4.53K - $4.58K
|
33.8K
$659K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
72.1K+ 23.57% |
$1.4M - $1.41M
|
378K
$7.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15- 0.09% |
$291 - $294
|
15.8K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
10.8KNew |
$209K - $211K
|
10.8K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$194K - $196K
|
10K
$195K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-702K- 70.72% |
$13.6M - $13.8M
|
291K
$5.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$199K - $201K
|
10.3K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
163New |
$3.16K - $3.19K
|
163
$3.18K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$202K - $204K
|
10.4K
$203K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
214+ 5.82% |
$4.15K - $4.19K
|
3.89K
$75.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
731+ 2.81% |
$14.2K - $14.3K
|
26.8K
$522K
|
|
| Q3 2024 | |||||||
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
1.82K+ 5.25% |
$35K - $35.8K
|
36.5K
$713K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.62KNew |
$31.1K - $31.8K
|
1.62K
$31.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
194KNew |
$3.72M - $3.8M
|
194K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.92K - $1.96K
|
100
$1.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
25.7KNew |
$493K - $504K
|
25.7K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
453New |
$8.7K - $8.89K
|
453
$8.83K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 4.19% |
$21.3K - $21.8K
|
25.4K
$495K
|
|