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 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.2KNew |
$211K - $217K
|
13.2K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13KNew |
$207K - $213K
|
13K
$212K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
12.2KNew |
$195K - $200K
|
12.2K
$199K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
11.7KNew |
$187K - $192K
|
11.7K
$192K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.6KNew |
$185K - $191K
|
11.6K
$190K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
10.1KNew |
$161K - $166K
|
10.1K
$165K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.38K+ 49.79% |
$134K - $138K
|
25.2K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.3K+ 12.96% |
$132K - $136K
|
72.3K
$1.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.21K+ 18.0% |
$131K - $135K
|
53.8K
$880K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
7.55K+ 20.2% |
$120K - $124K
|
44.9K
$735K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
7.44K+ 12.77% |
$119K - $122K
|
65.8K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7.02KNew |
$112K - $115K
|
7.02K
$115K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.84K+ 40.62% |
$109K - $112K
|
23.7K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.66K+ 57.0% |
$106K - $109K
|
18.3K
$300K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
6.42K+ 11.1% |
$102K - $105K
|
64.2K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.1K+ 47.08% |
$97.2K - $100K
|
19K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.7K+ 22.44% |
$90.9K - $93.6K
|
31.1K
$508K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.42K+ 1.77% |
$86.4K - $88.9K
|
311K
$5.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.37K+ 14.62% |
$85.6K - $88.1K
|
42.1K
$688K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.33K+ 39.46% |
$85K - $87.5K
|
18.8K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
4.91K+ 12.97% |
$78.3K - $80.6K
|
42.7K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.75K+ 202.13% |
$75.8K - $78K
|
7.1K
$116K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.51K+ 3.47% |
$71.9K - $74K
|
134K
$2.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.48KNew |
$71.5K - $73.6K
|
4.48K
$73.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.36K+ 28.0% |
$69.5K - $71.5K
|
19.9K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.9K+ 2.08% |
$62.2K - $64K
|
192K
$3.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.51K+ 1.0% |
$56K - $57.6K
|
356K
$5.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.5K+ 11.66% |
$55.8K - $57.4K
|
33.5K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
3.28K+ 11.94% |
$52.2K - $53.8K
|
30.7K
$502K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.21K+ 6.53% |
$51.2K - $52.7K
|
52.3K
$855K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.92K+ 4.23% |
$46.6K - $47.9K
|
71.9K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.54K+ 7.49% |
$40.4K - $41.6K
|
36.4K
$595K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.3K+ 25.0% |
$36.7K - $37.8K
|
11.5K
$188K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.23KNew |
$35.6K - $36.7K
|
2.23K
$36.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.23K+ 4.92% |
$35.6K - $36.6K
|
47.5K
$777K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.01K+ 0.35% |
$32K - $32.9K
|
573K
$9.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.87KNew |
$29.8K - $30.7K
|
1.87K
$30.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.5K+ 4.38% |
$23.9K - $24.6K
|
35.8K
$585K
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.06K+ 1.24% |
$16.9K - $17.4K
|
86.4K
$1.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.03K+ 3.16% |
$16.5K - $16.9K
|
33.7K
$550K
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
960+ 1.13% |
$15.3K - $15.8K
|
86K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
909+ 0.36% |
$14.5K - $14.9K
|
256K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
817+ 7.37% |
$13K - $13.4K
|
11.9K
$195K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
794New |
$12.7K - $13K
|
794
$13K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
731+ 129.84% |
$11.7K - $12K
|
1.29K
$21.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
706+ 6.17% |
$11.3K - $11.6K
|
12.2K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
698+ 5.33% |
$11.1K - $11.5K
|
13.8K
$225K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
670New |
$10.7K - $11K
|
670
$11K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
628+ 10.07% |
$10K - $10.3K
|
6.87K
$112K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
437+ 3.8% |
$6.97K - $7.18K
|
11.9K
$195K
|