Purchases and Sales Made in Q3 2024 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15.2K+ 1.81% |
$246K - $259K
|
853K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15K+ 25.22% |
$243K - $255K
|
74.4K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.3K+ 14.95% |
$232K - $244K
|
110K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.2KNew |
$230K - $242K
|
14.2K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
14KNew |
$227K - $239K
|
14K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.3KNew |
$215K - $226K
|
13.3K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
12.6K+ 1.67% |
$204K - $215K
|
766K
$12.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
12.3KNew |
$198K - $209K
|
12.3K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2K+ 14.87% |
$198K - $209K
|
94.5K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.2K+ 66.64% |
$198K - $208K
|
30.5K
$499K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$197K - $208K
|
12.2K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
12.1K+ 12.02% |
$195K - $206K
|
112K
$1.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$191K - $201K
|
11.8K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.6KNew |
$188K - $198K
|
11.6K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.3K+ 6.97% |
$182K - $192K
|
173K
$2.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
11KNew |
$178K - $188K
|
11K
$180K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
10.7KNew |
$173K - $182K
|
10.7K
$175K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3K+ 1.38% |
$167K - $176K
|
760K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3K+ 12.49% |
$167K - $175K
|
92.6K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$166K - $175K
|
10.2K
$168K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10KNew |
$163K - $171K
|
10K
$164K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
10K+ 7.45% |
$162K - $171K
|
144K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.79K+ 51.39% |
$158K - $167K
|
28.8K
$471K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
8.82K+ 2.06% |
$143K - $150K
|
438K
$7.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
8.78K+ 18.06% |
$142K - $150K
|
57.4K
$938K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
8.32K+ 12.96% |
$135K - $142K
|
72.5K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.17K+ 7.34% |
$132K - $139K
|
119K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.99K+ 19.0% |
$129K - $136K
|
50.1K
$818K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
7.93K+ 8.5% |
$128K - $135K
|
101K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.74K+ 63.51% |
$125K - $132K
|
19.9K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.17K+ 19.71% |
$116K - $122K
|
43.5K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.86K+ 57.67% |
$111K - $117K
|
18.8K
$307K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.49K+ 38.14% |
$105K - $111K
|
23.5K
$384K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.82K+ 6.77% |
$94.3K - $99.3K
|
91.8K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.79K+ 46.98% |
$93.8K - $98.7K
|
18.1K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
5.43K+ 46.38% |
$87.9K - $92.6K
|
17.1K
$280K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.35K+ 1.5% |
$86.6K - $91.2K
|
361K
$5.91M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
3.73K+ 12.13% |
$60.3K - $63.5K
|
34.4K
$563K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.46K+ 6.45% |
$56K - $59K
|
57.1K
$934K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
3.13K+ 1.22% |
$50.6K - $53.3K
|
259K
$4.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.1K+ 472.56% |
$50.2K - $52.9K
|
3.76K
$61.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.94KNew |
$47.6K - $50.1K
|
2.94K
$48K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.87K+ 8.56% |
$46.4K - $48.9K
|
36.4K
$594K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.73K+ 22.41% |
$44.3K - $46.6K
|
14.9K
$244K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.25K+ 8.8% |
$36.3K - $38.3K
|
27.8K
$454K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.16KNew |
$34.9K - $36.8K
|
2.16K
$35.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.01K+ 3.59% |
$32.6K - $34.3K
|
58.1K
$949K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.92K+ 1.25% |
$31.1K - $32.7K
|
156K
$2.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.55K+ 15.35% |
$25.1K - $26.4K
|
11.6K
$190K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.54KNew |
$25K - $26.3K
|
1.54K
$25.2K
|