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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
157+ 0.62% |
$2.55K - $2.62K
|
25.4K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54+ 0.46% |
$876 - $900
|
11.7K
$191K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
7+ 0.66% |
$114 - $117
|
1.06K
$17.3K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.95% |
$32.4 - $33.3
|
212
$3.47K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-876- 4.94% |
$14.2K - $14.6K
|
16.8K
$275K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.56K- 29.32% |
$25.3K - $26K
|
3.76K
$61.4K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.96K- 90.77% |
$31.7K - $32.6K
|
199
$3.25K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.31K- 12.98% |
$37.5K - $38.5K
|
15.5K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-5.43K- 2.08% |
$88.1K - $90.5K
|
255K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-6.2K- 14.08% |
$101K - $103K
|
37.8K
$619K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.69K- 1.7% |
$141K - $145K
|
501K
$8.2M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-15.2K- 15.9% |
$247K - $254K
|
80.5K
$1.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-266K- 51.01% |
$4.32M - $4.44M
|
256K
$4.18M
|