Purchases and Sales Made in Q2 2024 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.64MNew |
$42.2M - $43.4M
|
2.64M
$43.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.14M+ 143.86% |
$18.2M - $18.7M
|
1.93M
$31.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
838KNew |
$13.4M - $13.8M
|
838K
$13.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
610K+ 33.46% |
$9.73M - $10M
|
2.43M
$39.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
497K+ 57.46% |
$7.93M - $8.16M
|
1.36M
$22.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
333K+ 53.48% |
$5.31M - $5.47M
|
956K
$15.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
322K+ 1118.53% |
$5.14M - $5.29M
|
351K
$5.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
320KNew |
$5.11M - $5.26M
|
320K
$5.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
218KNew |
$3.47M - $3.57M
|
218K
$3.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
212K+ 21.43% |
$3.38M - $3.48M
|
1.2M
$19.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
126K+ 153.19% |
$2.01M - $2.07M
|
208K
$3.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 11.47% |
$1.75M - $1.8M
|
1.07M
$17.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
104K+ 117.72% |
$1.67M - $1.72M
|
193K
$3.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
76.4KNew |
$1.22M - $1.26M
|
76.4K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
64.5K+ 103.4% |
$1.03M - $1.06M
|
127K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62.2K+ 9.03% |
$992K - $1.02M
|
751K
$12.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
61.4K+ 5.49% |
$980K - $1.01M
|
1.18M
$19.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.7K+ 27.83% |
$904K - $931K
|
260K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
54KNew |
$862K - $887K
|
54K
$883K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.4K+ 20.53% |
$851K - $876K
|
313K
$5.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
44.4K+ 55.24% |
$709K - $730K
|
125K
$2.04M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
44.4K+ 11.95% |
$708K - $729K
|
416K
$6.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
43.2KNew |
$689K - $709K
|
43.2K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.3KNew |
$658K - $678K
|
41.3K
$675K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
39.4K+ 2.87% |
$628K - $647K
|
1.41M
$23.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.3K+ 52.5% |
$611K - $629K
|
111K
$1.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
34.2KNew |
$545K - $561K
|
34.2K
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.1K+ 4.48% |
$543K - $559K
|
794K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.6K+ 24.7% |
$505K - $520K
|
160K
$2.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
31.3KNew |
$498K - $513K
|
31.3K
$511K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
30.1K+ 7.55% |
$480K - $494K
|
429K
$7.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
29.9K+ 47.28% |
$478K - $492K
|
93.3K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.6K+ 50.46% |
$441K - $454K
|
82.4K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27.1K+ 20.2% |
$433K - $445K
|
161K
$2.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
27K+ 3.72% |
$430K - $443K
|
753K
$12.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
27K+ 98.74% |
$430K - $443K
|
54.3K
$887K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
26.8K+ 16.8% |
$428K - $440K
|
186K
$3.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26.7K+ 81.44% |
$425K - $438K
|
59.4K
$971K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
25.6K+ 1.38% |
$409K - $421K
|
1.88M
$30.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.4KNew |
$389K - $401K
|
24.4K
$399K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
23.4K+ 30.34% |
$373K - $383K
|
100K
$1.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
19.5K+ 57.04% |
$311K - $320K
|
53.7K
$877K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
18.9KNew |
$302K - $311K
|
18.9K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.2KNew |
$290K - $298K
|
18.2K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
17.3K+ 2.27% |
$275K - $283K
|
778K
$12.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17KNew |
$271K - $279K
|
17K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.2K+ 18.91% |
$243K - $250K
|
95.8K
$1.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 1.98% |
$233K - $239K
|
750K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.5K+ 19.6% |
$215K - $221K
|
82.2K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13.3K+ 110.47% |
$212K - $218K
|
25.3K
$414K
|