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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
341New |
$5.44K - $5.6K
|
341
$5.58K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
295New |
$4.71K - $4.84K
|
295
$4.82K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
288+ 1.58% |
$4.59K - $4.73K
|
18.5K
$302K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
285+ 16.95% |
$4.55K - $4.68K
|
1.97K
$32.1K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
250+ 2.07% |
$3.99K - $4.11K
|
12.3K
$202K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
216New |
$3.45K - $3.55K
|
216
$3.53K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
173New |
$2.76K - $2.84K
|
173
$2.83K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
127+ 2.49% |
$2.03K - $2.09K
|
5.22K
$85.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27+ 2.06% |
$431 - $443
|
1.34K
$21.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 0.53% |
$319 - $328
|
3.78K
$61.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.94% |
$31.9 - $32.8
|
214
$3.5K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$16 - $16.4
|
11K
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-335- 2.68% |
$5.34K - $5.5K
|
12.2K
$199K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.1K- 2.21% |
$17.5K - $18.1K
|
48.6K
$795K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.71K- 2.96% |
$27.2K - $28K
|
56.1K
$917K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.11K- 16.92% |
$33.6K - $34.6K
|
10.3K
$169K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-2.44K- 13.52% |
$39K - $40.1K
|
15.6K
$256K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.53K- 10.71% |
$40.4K - $41.6K
|
21.1K
$345K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.57K- 16.56% |
$40.9K - $42.1K
|
12.9K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-4.17K- 22.14% |
$66.5K - $68.5K
|
14.7K
$240K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-4.94K- 3.11% |
$78.8K - $81.1K
|
154K
$2.52M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-44.7K- 64.72% |
$713K - $734K
|
24.4K
$398K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-110K- 42.95% |
$1.75M - $1.8M
|
146K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-135K- 19.14% |
$2.16M - $2.22M
|
572K
$9.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-219K- 10.02% |
$3.5M - $3.6M
|
1.97M
$32.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-283K- 56.42% |
$4.51M - $4.65M
|
219K
$3.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-400K- 22.33% |
$6.39M - $6.58M
|
1.39M
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-426K- 17.68% |
$6.8M - $7M
|
1.98M
$32.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-426K- 17.68% |
$6.8M - $7M
|
1.98M
$32.4M
|