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 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.11K+ 13.1% |
$40.2K - $40.6K
|
18.2K
$354K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.11K+ 4.73% |
$40.2K - $40.6K
|
46.6K
$908K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.09K+ 12.13% |
$39.9K - $40.3K
|
19.3K
$377K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.05K+ 9.76% |
$39.1K - $39.5K
|
23K
$449K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.01K+ 0.96% |
$38.4K - $38.7K
|
212K
$4.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.8KNew |
$34.3K - $34.7K
|
1.8K
$35.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.71K+ 0.29% |
$32.6K - $32.8K
|
600K
$11.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.55K+ 10.76% |
$29.6K - $29.9K
|
16K
$311K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.53K+ 1.14% |
$29.2K - $29.5K
|
136K
$2.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.51K+ 34.21% |
$28.8K - $29K
|
5.92K
$115K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 8.86% |
$28.1K - $28.3K
|
18.1K
$352K
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.3K+ 5.75% |
$24.8K - $25K
|
23.9K
$466K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.2K+ 0.24% |
$22.9K - $23.1K
|
492K
$9.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.13K+ 0.07% |
$21.5K - $21.7K
|
1.7M
$33M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.04K+ 4.89% |
$19.9K - $20K
|
22.3K
$435K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$19.1K - $19.3K
|
1K
$19.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
997+ 166.17% |
$19K - $19.2K
|
1.6K
$31.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
973+ 6.5% |
$18.6K - $18.7K
|
15.9K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
941+ 1.03% |
$18K - $18.1K
|
92.7K
$1.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
899+ 1.74% |
$17.2K - $17.3K
|
52.5K
$1.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
893+ 2.1% |
$17K - $17.2K
|
43.4K
$845K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
751+ 0.81% |
$14.3K - $14.5K
|
93.5K
$1.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
681+ 0.31% |
$13K - $13.1K
|
219K
$4.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
647+ 1.8% |
$12.3K - $12.5K
|
36.5K
$712K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
625+ 2.74% |
$11.9K - $12K
|
23.5K
$457K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
615New |
$11.7K - $11.8K
|
615
$12K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
500+ 2.3% |
$9.54K - $9.63K
|
22.2K
$432K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
461+ 3.93% |
$8.8K - $8.87K
|
12.2K
$237K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
396+ 2.42% |
$7.56K - $7.62K
|
16.7K
$326K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
394+ 84.73% |
$7.52K - $7.58K
|
859
$16.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
348+ 0.98% |
$6.64K - $6.7K
|
35.9K
$700K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
300+ 0.75% |
$5.72K - $5.78K
|
40.3K
$785K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
280+ 1.02% |
$5.34K - $5.39K
|
27.6K
$538K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
265+ 0.29% |
$5.06K - $5.1K
|
92.2K
$1.8M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
260+ 1.18% |
$4.96K - $5.01K
|
22.3K
$435K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
232+ 0.21% |
$4.43K - $4.47K
|
109K
$2.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
222+ 3.19% |
$4.24K - $4.27K
|
7.18K
$140K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
211New |
$4.03K - $4.06K
|
211
$4.11K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
200+ 0.76% |
$3.82K - $3.85K
|
26.6K
$518K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
180+ 0.2% |
$3.43K - $3.47K
|
91.5K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
167New |
$3.19K - $3.21K
|
167
$3.25K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
149+ 0.05% |
$2.84K - $2.87K
|
302K
$5.88M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
147New |
$2.8K - $2.83K
|
147
$2.86K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
115+ 0.25% |
$2.19K - $2.21K
|
46.4K
$903K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
108+ 1.03% |
$2.06K - $2.08K
|
10.6K
$207K
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
107+ 1.03% |
$2.04K - $2.06K
|
10.5K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
101+ 0.88% |
$1.93K - $1.94K
|
11.5K
$225K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
101+ 0.24% |
$1.93K - $1.94K
|
41.7K
$812K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
50+ 1.01% |
$954 - $963
|
4.98K
$97K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
41+ 1.04% |
$782 - $789
|
3.97K
$77.3K
|