Purchases and Sales Made in Q2 2024 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO INDEX FD TR BULLETSHAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.57MNew |
$46M - $47M
|
2.57M
$47M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
836K+ 553.67% |
$15M - $15.3M
|
987K
$18M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
805K+ 23.23% |
$14.4M - $14.7M
|
4.27M
$78.1M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
805K+ 23.23% |
$14.4M - $14.7M
|
4.27M
$78.1M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
732K+ 96.32% |
$13.1M - $13.4M
|
1.49M
$27.3M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
579K+ 85.14% |
$10.4M - $10.6M
|
1.26M
$23M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
475K+ 40.91% |
$8.5M - $8.69M
|
1.64M
$29.9M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
394K+ 33.46% |
$7.05M - $7.21M
|
1.57M
$28.7M
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
383KNew |
$6.85M - $7.01M
|
383K
$7M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
322K+ 1247.65% |
$5.76M - $5.89M
|
348K
$6.36M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
293K+ 52.79% |
$5.23M - $5.35M
|
847K
$15.5M
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
280KNew |
$5.02M - $5.13M
|
280K
$5.13M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
244K+ 257.17% |
$4.37M - $4.47M
|
339K
$6.2M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
237KNew |
$4.24M - $4.34M
|
237K
$4.33M
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
165KNew |
$2.95M - $3.02M
|
165K
$3.01M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
149K+ 235.95% |
$2.66M - $2.72M
|
212K
$3.87M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
142K+ 12.44% |
$2.53M - $2.59M
|
1.28M
$23.4M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
137KNew |
$2.45M - $2.51M
|
137K
$2.5M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
136K+ 423.11% |
$2.44M - $2.5M
|
169K
$3.08M
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
110K+ 18.41% |
$1.97M - $2.01M
|
707K
$12.9M
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
103K+ 204.98% |
$1.84M - $1.88M
|
153K
$2.79M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
95.5K+ 78.88% |
$1.71M - $1.75M
|
217K
$3.96M
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
89K+ 62.9% |
$1.59M - $1.63M
|
231K
$4.21M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85.6KNew |
$1.53M - $1.57M
|
85.6K
$1.57M
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
66.9K+ 9.94% |
$1.2M - $1.22M
|
739K
$13.5M
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
66.3K+ 9.85% |
$1.19M - $1.21M
|
739K
$13.5M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.5K+ 4.74% |
$1.15M - $1.18M
|
1.42M
$26M
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
60.4K+ 178.43% |
$1.08M - $1.11M
|
94.2K
$1.72M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59K+ 28.34% |
$1.05M - $1.08M
|
267K
$4.88M
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
57.4KNew |
$1.03M - $1.05M
|
57.4K
$1.05M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
55.9K+ 79.99% |
$999K - $1.02M
|
126K
$2.3M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
53.5K+ 5.03% |
$957K - $979K
|
1.12M
$20.4M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
49.5KNew |
$886K - $906K
|
49.5K
$905K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
47.8K+ 13.92% |
$856K - $875K
|
391K
$7.16M
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
42.9K+ 58.12% |
$768K - $786K
|
117K
$2.14M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
40.8K+ 30.53% |
$730K - $747K
|
175K
$3.19M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
38.8K+ 87.94% |
$695K - $710K
|
83K
$1.52M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
37.1K+ 8.22% |
$663K - $679K
|
489K
$8.93M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.5K+ 28.16% |
$600K - $613K
|
153K
$2.79M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
32KNew |
$573K - $586K
|
32K
$585K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.9KNew |
$571K - $584K
|
31.9K
$584K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.4KNew |
$455K - $465K
|
25.4K
$465K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24.6K+ 18.74% |
$441K - $451K
|
156K
$2.85M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.4K+ 73.5% |
$418K - $427K
|
55.1K
$1.01M
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
22KNew |
$394K - $403K
|
22K
$403K
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
21.9K+ 1.32% |
$392K - $401K
|
1.69M
$30.8M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.7K+ 31.56% |
$388K - $397K
|
90.5K
$1.65M
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
21.2K+ 12.56% |
$379K - $388K
|
190K
$3.47M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.6K+ 1.65% |
$333K - $340K
|
1.14M
$20.9M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.2K+ 66.92% |
$326K - $333K
|
45.4K
$830K
|