Purchases and Sales Made in Q2 2024 in Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
31.4K+ 2.34% |
$600K - $605K
|
1.37M
$26.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.1K+ 17257.22% |
$593K - $598K
|
31.2K
$609K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
30.4K+ 31.78% |
$580K - $585K
|
126K
$2.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
30.1K+ 8.61% |
$575K - $580K
|
380K
$7.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
29.7K+ 20.26% |
$566K - $571K
|
176K
$3.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
27.1KNew |
$517K - $521K
|
27.1K
$528K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.6K+ 9.43% |
$507K - $512K
|
308K
$6.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
26.3K+ 43.58% |
$502K - $507K
|
86.7K
$1.69M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
24.5K+ 34.42% |
$467K - $471K
|
95.5K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
23.7K+ 9.6% |
$452K - $457K
|
271K
$5.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
22.3K+ 11.35% |
$426K - $429K
|
219K
$4.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
22.3K+ 5.94% |
$425K - $429K
|
398K
$7.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.8K+ 15.02% |
$378K - $381K
|
151K
$2.95M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19K+ 49.69% |
$362K - $365K
|
57.2K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.9KNew |
$360K - $364K
|
18.9K
$368K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.4K+ 110.44% |
$351K - $354K
|
35K
$683K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
18K+ 4.35% |
$343K - $346K
|
432K
$8.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
17.8K+ 2.06% |
$340K - $343K
|
885K
$17.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.6K+ 6.46% |
$337K - $340K
|
291K
$5.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
17.5K+ 5.64% |
$334K - $337K
|
328K
$6.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.8K+ 2.3% |
$321K - $324K
|
748K
$14.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
16.2KNew |
$309K - $312K
|
16.2K
$316K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
16.2KNew |
$309K - $312K
|
16.2K
$315K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
16K+ 1.02% |
$306K - $308K
|
1.59M
$31M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
15.7K+ 1.15% |
$299K - $302K
|
1.38M
$26.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.9KNew |
$284K - $287K
|
14.9K
$290K
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
14.7K+ 6.47% |
$280K - $282K
|
241K
$4.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
14.6K+ 4.45% |
$278K - $281K
|
342K
$6.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.3K+ 78.0% |
$273K - $276K
|
32.7K
$636K
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
14.3K+ 1.76% |
$273K - $275K
|
828K
$16.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.3K+ 4.92% |
$272K - $275K
|
304K
$5.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
13.3K+ 8.5% |
$253K - $256K
|
170K
$3.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13KNew |
$248K - $251K
|
13K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.9K+ 35.7% |
$247K - $249K
|
49.2K
$958K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
12.6K+ 35.33% |
$241K - $243K
|
48.4K
$942K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 0.35% |
$240K - $242K
|
3.61M
$70.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
12.5K+ 25.18% |
$239K - $242K
|
62.4K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
12.5K+ 24.73% |
$239K - $241K
|
63.1K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
12.3KNew |
$234K - $236K
|
12.3K
$239K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
12.1K+ 7.44% |
$230K - $232K
|
174K
$3.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
11.9K+ 7.46% |
$227K - $229K
|
172K
$3.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.9K+ 54.06% |
$227K - $229K
|
33.9K
$661K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
11.5KNew |
$220K - $222K
|
11.5K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11.5K+ 7.88% |
$219K - $221K
|
157K
$3.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.4KNew |
$218K - $220K
|
11.4K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.1K+ 6.39% |
$212K - $214K
|
185K
$3.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11K+ 8.19% |
$210K - $212K
|
146K
$2.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10.9K+ 2.94% |
$208K - $210K
|
382K
$7.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10.5K+ 32.69% |
$201K - $203K
|
42.7K
$832K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$196K - $197K
|
10.2K
$200K
|