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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2.7KNew |
$52.4K - $52.7K
|
2.7K
$52.9K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9.92K+ 40.16% |
$193K - $194K
|
34.6K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.33K- 9.2% |
$45.2K - $45.5K
|
23K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-74- 0.57% |
$1.44K - $1.45K
|
12.8K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.04K+ 12.93% |
$58.9K - $59.3K
|
26.5K
$520K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
46.2KNew |
$897K - $903K
|
46.2K
$906K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
12K+ 3.53% |
$233K - $235K
|
352K
$6.91M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
10.4KNew |
$202K - $203K
|
10.4K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-944K- 69.53% |
$18.3M - $18.4M
|
413K
$8.1M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
4.79K+ 35.38% |
$92.9K - $93.5K
|
18.3K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14K+ 250.45% |
$272K - $274K
|
19.6K
$385K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
15.8KNew |
$307K - $309K
|
15.8K
$310K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-684- 3.46% |
$13.3K - $13.4K
|
19.1K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
138KNew |
$2.68M - $2.69M
|
138K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-845- 3.98% |
$16.4K - $16.5K
|
20.4K
$400K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
32.6K+ 136.33% |
$633K - $637K
|
56.5K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12.6KNew |
$244K - $246K
|
12.6K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.48K- 6.58% |
$28.8K - $28.9K
|
21K
$412K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.37KNew |
$26.6K - $26.7K
|
1.37K
$26.8K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
4.04K+ 4.47% |
$78.4K - $78.9K
|
94.4K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.28K- 7.87% |
$24.8K - $25K
|
15K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.29K+ 12.85% |
$25K - $25.1K
|
11.3K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.4KNew |
$261K - $262K
|
13.4K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.68KNew |
$110K - $111K
|
5.68K
$111K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-465- 0.72% |
$9.03K - $9.09K
|
64.4K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
10.6KNew |
$206K - $207K
|
10.6K
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-480- 0.83% |
$9.32K - $9.38K
|
57.4K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-42.2K- 4.84% |
$819K - $824K
|
828K
$16.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.57K+ 11.43% |
$128K - $128K
|
64.1K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
29.6KNew |
$574K - $578K
|
29.6K
$580K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.58K- 6.85% |
$69.4K - $69.9K
|
48.6K
$953K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.04% |
$97.1 - $97.7
|
11.9K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
5.44KNew |
$106K - $106K
|
5.44K
$107K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38.5KNew |
$748K - $752K
|
38.5K
$755K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
115+ 0.02% |
$2.23K - $2.25K
|
483K
$9.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
23.5KNew |
$456K - $459K
|
23.5K
$460K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-46- 0.95% |
$893 - $899
|
4.82K
$94.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-90.9K- 60.6% |
$1.77M - $1.78M
|
59.1K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
10.3KNew |
$200K - $201K
|
10.3K
$202K
|
|
| Q4 2024 | |||||||
|
Aug 15, 2025
Q4 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-3.09K- 63.19% |
$59.9K - $60.5K
|
1.8K
$35.3K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
189KNew |
$3.67M - $3.71M
|
189K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42K- 55.76% |
$814K - $822K
|
33.3K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-18.4K- 4.58% |
$356K - $360K
|
383K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
794KNew |
$15.4M - $15.5M
|
794K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
150New |
$2.91K - $2.94K
|
150
$2.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.35K+ 43.94% |
$142K - $144K
|
24.1K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-213- 61.56% |
$4.13K - $4.17K
|
133
$2.61K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12+ 7.19% |
$233 - $235
|
179
$3.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
526New |
$10.2K - $10.3K
|
526
$10.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.37KNew |
$84.7K - $85.5K
|
4.37K
$85.6K
|
|