Purchases and Sales Made in Q1 2024 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
19.3K+ 106.43% |
$313K - $321K
|
37.4K
$611K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
18.8KNew |
$306K - $314K
|
18.8K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.8K+ 34.75% |
$305K - $314K
|
73K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
18.8K+ 120.97% |
$304K - $313K
|
34.3K
$560K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.2KNew |
$295K - $303K
|
18.2K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
16.1K+ 143.98% |
$261K - $269K
|
27.3K
$446K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
15.4K+ 32.74% |
$249K - $256K
|
62.3K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
14.8K+ 10.3% |
$241K - $247K
|
159K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
13.1K+ 11.26% |
$213K - $219K
|
130K
$2.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.1K+ 123.99% |
$212K - $218K
|
23.7K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.1KNew |
$212K - $218K
|
13.1K
$214K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9KNew |
$210K - $216K
|
12.9K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.7K+ 30.28% |
$206K - $212K
|
54.7K
$895K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
12.7K+ 59.15% |
$206K - $212K
|
34.2K
$559K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.4KNew |
$202K - $207K
|
12.4K
$203K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
12KNew |
$195K - $201K
|
12K
$197K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.2K+ 259.48% |
$182K - $187K
|
15.6K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.1KNew |
$180K - $185K
|
11.1K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
10.3K+ 45.98% |
$167K - $171K
|
32.6K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
9.89K+ 20.42% |
$160K - $165K
|
58.3K
$953K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
9K+ 2.48% |
$146K - $150K
|
371K
$6.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.84K+ 14.75% |
$143K - $147K
|
68.8K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.52K+ 2.86% |
$138K - $142K
|
306K
$5M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.48K+ 67.57% |
$137K - $141K
|
21K
$344K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5.71K+ 14.42% |
$92.6K - $95.2K
|
45.3K
$741K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.67K+ 24.53% |
$92K - $94.6K
|
28.8K
$471K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4.45K+ 63.3% |
$72.2K - $74.2K
|
11.5K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.04K+ 31.6% |
$65.5K - $67.4K
|
16.8K
$275K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.91KNew |
$63.5K - $65.2K
|
3.91K
$64K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3.32K+ 43.43% |
$53.9K - $55.4K
|
11K
$179K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.94K+ 28.13% |
$47.8K - $49.1K
|
13.4K
$219K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.83KNew |
$45.9K - $47.1K
|
2.83K
$46.2K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.54K+ 4.13% |
$41.2K - $42.4K
|
64K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.45K+ 64.75% |
$39.8K - $40.9K
|
6.24K
$102K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.08K+ 3.11% |
$33.7K - $34.6K
|
69K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.68KNew |
$27.3K - $28K
|
1.68K
$27.5K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.64K+ 13.79% |
$26.6K - $27.3K
|
13.5K
$221K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.5K+ 3.11% |
$24.3K - $25K
|
49.7K
$813K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.08K+ 5.15% |
$17.5K - $18K
|
22.1K
$361K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
914+ 1.08% |
$14.8K - $15.2K
|
85.4K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
705+ 8.29% |
$11.4K - $11.8K
|
9.21K
$151K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
700+ 42.42% |
$11.4K - $11.7K
|
2.35K
$38.4K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
656New |
$10.6K - $10.9K
|
656
$10.7K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
400+ 3.3% |
$6.49K - $6.67K
|
12.5K
$205K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
350New |
$5.68K - $5.83K
|
350
$5.72K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
286+ 1.61% |
$4.64K - $4.77K
|
18.1K
$295K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
239New |
$3.88K - $3.98K
|
239
$3.91K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
226+ 1.91% |
$3.67K - $3.77K
|
12.1K
$197K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
205+ 0.36% |
$3.33K - $3.42K
|
57.8K
$945K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
199New |
$3.23K - $3.32K
|
199
$3.25K
|