Purchases and Sales Made in Q4 2023 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.7K+ 32.47% |
$201K - $217K
|
47.6K
$871K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.5KNew |
$198K - $213K
|
11.5K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
11.4K+ 21.35% |
$197K - $212K
|
64.9K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
11.1K+ 48.85% |
$191K - $206K
|
33.7K
$617K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
11KNew |
$190K - $204K
|
11K
$201K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$182K - $196K
|
10.5K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.3KNew |
$177K - $191K
|
10.3K
$188K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.55K+ 14.21% |
$165K - $177K
|
76.8K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.9KNew |
$153K - $165K
|
8.9K
$163K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
7.79K+ 35.47% |
$134K - $145K
|
29.7K
$544K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
7.66K+ 0.5% |
$132K - $142K
|
1.55M
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7.15K+ 5717.6% |
$123K - $133K
|
7.27K
$133K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
6.18K+ 1.88% |
$106K - $115K
|
335K
$6.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
5.39K+ 501.67% |
$92.9K - $100K
|
6.47K
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.36K+ 6.61% |
$92.3K - $99.5K
|
86.5K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.56K+ 110.02% |
$78.5K - $84.6K
|
8.7K
$159K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.2KNew |
$72.4K - $78K
|
4.2K
$76.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.17KNew |
$71.8K - $77.4K
|
4.17K
$76.2K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.1K+ 1127.2% |
$70.7K - $76.2K
|
4.47K
$81.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.08K+ 29.04% |
$70.3K - $75.8K
|
18.1K
$332K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.23K+ 18.47% |
$55.7K - $60K
|
20.7K
$379K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.14K+ 7.76% |
$54.1K - $58.3K
|
43.6K
$796K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.96K+ 4.64% |
$51K - $54.9K
|
66.8K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2.83K+ 21.46% |
$48.7K - $52.5K
|
16K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.77K+ 2.45% |
$47.8K - $51.5K
|
116K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.63K+ 365.83% |
$45.4K - $48.9K
|
3.35K
$61.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.62K+ 230.58% |
$45.2K - $48.7K
|
3.76K
$68.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.6K+ 661.99% |
$44.7K - $48.2K
|
2.99K
$54.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.47K+ 63.56% |
$42.5K - $45.8K
|
6.35K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.23K+ 4.08% |
$38.4K - $41.4K
|
56.8K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.75K+ 13.63% |
$30.2K - $32.5K
|
14.6K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.6K+ 8.63% |
$27.6K - $29.7K
|
20.1K
$368K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 5.98% |
$19.9K - $21.4K
|
20.4K
$374K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.06KNew |
$18.2K - $19.6K
|
1.06K
$19.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
858New |
$14.8K - $15.9K
|
858
$15.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
380New |
$6.55K - $7.06K
|
380
$6.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
332New |
$5.72K - $6.17K
|
332
$6.07K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
155New |
$2.67K - $2.88K
|
155
$2.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 0.33% |
$258 - $279
|
4.54K
$83K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 1.03% |
$241 - $260
|
1.37K
$25K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.24% |
$51.7 - $55.7
|
244
$4.46K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-209- 0.13% |
$3.6K - $3.88K
|
166K
$3.04M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-210- 2.97% |
$3.62K - $3.9K
|
6.87K
$126K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-365- 0.86% |
$6.29K - $6.78K
|
42.1K
$770K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-395- 25.11% |
$6.81K - $7.34K
|
1.18K
$21.5K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-562- 0.35% |
$9.68K - $10.4K
|
161K
$2.95M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-607- 2.3% |
$10.5K - $11.3K
|
25.8K
$471K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.22K- 5.77% |
$21K - $22.6K
|
19.9K
$364K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.59K- 2.64% |
$27.4K - $29.5K
|
58.5K
$1.07M
|