Purchases and Sales Made in Q4 2024 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
12.7KNew |
$232K - $239K
|
12.7K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12.6K+ 37.85% |
$231K - $238K
|
46K
$846K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
11.6KNew |
$213K - $220K
|
11.6K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11KNew |
$200K - $207K
|
11K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10.7KNew |
$195K - $201K
|
10.7K
$196K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.81K+ 327.0% |
$179K - $185K
|
12.8K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
9.77K+ 6.34% |
$179K - $184K
|
164K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.67K+ 43.4% |
$122K - $126K
|
22K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.13K+ 10.21% |
$93.7K - $96.8K
|
55.3K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
4.74K+ 3.76% |
$86.6K - $89.4K
|
131K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.61K+ 1.43% |
$84.2K - $87K
|
326K
$5.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.25K+ 2.65% |
$77.7K - $80.2K
|
164K
$3.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.03K+ 25.86% |
$73.7K - $76.1K
|
19.6K
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.01K+ 38.82% |
$73.2K - $75.6K
|
14.3K
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.59K+ 12.63% |
$65.6K - $67.7K
|
32K
$589K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.06K+ 2.6% |
$56K - $57.8K
|
121K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.02K+ 6.07% |
$55.1K - $56.9K
|
52.7K
$970K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.99K+ 5.84% |
$54.7K - $56.5K
|
54.3K
$999K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.92KNew |
$53.5K - $55.2K
|
2.92K
$53.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.88K+ 9.6% |
$52.6K - $54.3K
|
32.9K
$605K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.88K+ 20.88% |
$52.6K - $54.3K
|
16.7K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.68K+ 6.98% |
$30.6K - $31.6K
|
25.7K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.23K+ 9.86% |
$22.5K - $23.2K
|
13.7K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
806+ 3.83% |
$14.7K - $15.2K
|
21.9K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
450New |
$8.23K - $8.49K
|
450
$8.28K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
362+ 0.57% |
$6.62K - $6.83K
|
63.8K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
330+ 97.63% |
$6.03K - $6.23K
|
668
$12.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
272+ 29.41% |
$4.97K - $5.13K
|
1.2K
$22K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
241+ 0.23% |
$4.41K - $4.55K
|
105K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
224+ 1.36% |
$4.09K - $4.23K
|
16.6K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
198+ 1.36% |
$3.62K - $3.74K
|
14.8K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
137+ 1.14% |
$2.5K - $2.59K
|
12.2K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
82+ 0.49% |
$1.5K - $1.55K
|
16.7K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-241- 0.23% |
$4.41K - $4.55K
|
105K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-257- 0.11% |
$4.7K - $4.85K
|
224K
$4.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-264- 0.2% |
$4.83K - $4.98K
|
131K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-336- 3.18% |
$6.14K - $6.34K
|
10.2K
$188K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-920- 0.14% |
$16.8K - $17.4K
|
663K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.19K- 4.41% |
$21.8K - $22.5K
|
25.8K
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.34K- 17.04% |
$24.5K - $25.3K
|
6.53K
$120K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.62K- 0.35% |
$29.7K - $30.6K
|
459K
$8.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.91K- 14.95% |
$53.2K - $55K
|
16.6K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.59K- 0.31% |
$65.5K - $67.6K
|
1.16M
$21.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-3.69K- 2.54% |
$67.5K - $69.6K
|
142K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.97K- 9.11% |
$72.6K - $74.9K
|
39.6K
$729K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-4K- 2.53% |
$73K - $75.4K
|
154K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-6.5K- 25.49% |
$119K - $123K
|
19K
$349K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-16.8K- 7.56% |
$307K - $317K
|
205K
$3.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-25.4K- 12.76% |
$465K - $480K
|
174K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-28.3K- 19.85% |
$518K - $535K
|
114K
$2.11M
|