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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.53K+ 6.91% |
$24.7K - $26K
|
23.6K
$386K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.42K+ 7.51% |
$23K - $24.2K
|
20.3K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.17K+ 4.79% |
$18.9K - $19.9K
|
25.5K
$417K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.04K+ 1.21% |
$16.9K - $17.8K
|
87.5K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
979+ 146.12% |
$15.9K - $16.7K
|
1.65K
$27K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
800+ 1.53% |
$13K - $13.6K
|
53.1K
$868K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
733+ 3.47% |
$11.9K - $12.5K
|
21.9K
$357K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
607+ 0.84% |
$9.83K - $10.3K
|
72.5K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
475+ 3.66% |
$7.69K - $8.1K
|
13.5K
$220K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
391+ 3.28% |
$6.33K - $6.67K
|
12.3K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
335New |
$5.42K - $5.71K
|
335
$5.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
328+ 0.96% |
$5.31K - $5.59K
|
34.5K
$564K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
290+ 1.46% |
$4.7K - $4.94K
|
20.2K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
197+ 1.34% |
$3.19K - $3.36K
|
14.9K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
152+ 1.38% |
$2.46K - $2.59K
|
11.1K
$182K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
141+ 1.21% |
$2.28K - $2.4K
|
11.8K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
105+ 0.31% |
$1.7K - $1.79K
|
33.8K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8+ 0.04% |
$130 - $136
|
18.5K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4+ 0.3% |
$64.8 - $68.2
|
1.34K
$21.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.4% |
$48.6 - $51.2
|
217
$3.55K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 1.07% |
$340 - $358
|
1.95K
$31.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-28- 0.06% |
$453 - $477
|
47.5K
$777K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-234- 0.99% |
$3.79K - $3.99K
|
23.5K
$383K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-561- 4.34% |
$9.08K - $9.57K
|
12.4K
$202K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.32K- 8.45% |
$21.4K - $22.5K
|
14.3K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.37K- 0.44% |
$22.2K - $23.4K
|
310K
$5.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.92K- 50.75% |
$31K - $32.7K
|
1.86K
$30.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-2.01K- 0.35% |
$32.5K - $34.2K
|
571K
$9.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.12K- 2.93% |
$34.3K - $36.2K
|
70.2K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.2K- 15.95% |
$35.6K - $37.5K
|
11.6K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.77K- 39.5% |
$44.9K - $47.2K
|
4.25K
$69.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.49K- 8.34% |
$72.7K - $76.5K
|
49.3K
$806K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-6.01K- 0.32% |
$97.4K - $103K
|
1.87M
$30.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-6.74K- 15.77% |
$109K - $115K
|
36K
$589K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-9.68K- 6.63% |
$157K - $165K
|
136K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-49.6K- 3.64% |
$803K - $846K
|
1.31M
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-153K- 70.12% |
$2.48M - $2.61M
|
65.3K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-322K- 91.69% |
$5.21M - $5.49M
|
29.2K
$477K
|