Purchases and Sales Made in Q4 2023 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
9.47K+ 3.29% |
$144K - $158K
|
297K
$4.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.79K+ 203.66% |
$119K - $130K
|
11.6K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7.03KNew |
$107K - $117K
|
7.03K
$115K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.47K+ 34.36% |
$98.6K - $108K
|
25.3K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.62K+ 28.67% |
$85.7K - $93.8K
|
25.2K
$413K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
5.31K+ 12.38% |
$81K - $88.7K
|
48.2K
$788K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
5.11K+ 28.94% |
$77.8K - $85.2K
|
22.8K
$372K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.09KNew |
$77.6K - $85K
|
5.09K
$83.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.74KNew |
$72.2K - $79.1K
|
4.74K
$77.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.58K+ 116.78% |
$69.8K - $76.4K
|
8.5K
$139K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.33KNew |
$65.9K - $72.2K
|
4.33K
$70.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.79KNew |
$57.7K - $63.2K
|
3.79K
$61.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.63K+ 18.6% |
$55.3K - $60.5K
|
23.1K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.28K+ 17.22% |
$50K - $54.8K
|
22.3K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.82K+ 541.54% |
$42.9K - $47K
|
3.34K
$54.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 0.12% |
$28.1K - $30.8K
|
1.59M
$25.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
1.81K+ 0.7% |
$27.6K - $30.3K
|
261K
$4.26M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.81K+ 90550.0% |
$27.6K - $30.2K
|
1.81K
$29.6K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 8.37% |
$20.9K - $22.9K
|
17.8K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
950+ 135.71% |
$14.5K - $15.9K
|
1.65K
$27K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
712+ 6.39% |
$10.9K - $11.9K
|
11.9K
$194K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
563New |
$8.58K - $9.4K
|
563
$9.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
412+ 0.94% |
$6.28K - $6.88K
|
44K
$720K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
173New |
$2.64K - $2.89K
|
173
$2.83K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
30+ 0.29% |
$457 - $501
|
10.4K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
17+ 0.32% |
$259 - $284
|
5.31K
$86.9K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
12+ 1.15% |
$183 - $200
|
1.05K
$17.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.45% |
$45.7 - $50.1
|
210
$3.43K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$30.5 - $33.4
|
2
$32.7
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-196- 2.5% |
$2.99K - $3.27K
|
7.65K
$125K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-432- 24.78% |
$6.58K - $7.21K
|
1.31K
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.25K- 9.84% |
$19K - $20.8K
|
11.4K
$187K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.31K- 5.75% |
$20K - $21.9K
|
21.5K
$351K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.48K- 2.17% |
$22.6K - $24.7K
|
66.9K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-2.87K- 0.87% |
$43.7K - $47.8K
|
327K
$5.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-4.1K- 2.77% |
$62.5K - $68.4K
|
144K
$2.35M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-5.95K- 31.59% |
$90.7K - $99.4K
|
12.9K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-6.19K- 1.16% |
$94.3K - $103K
|
526K
$8.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.8K- 14.94% |
$165K - $180K
|
61.5K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.9K- 1.72% |
$167K - $182K
|
625K
$10.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.3K- 32.85% |
$172K - $189K
|
23.1K
$378K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37K- 1.86% |
$564K - $617K
|
1.95M
$31.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-42.8K- 67.13% |
$653K - $715K
|
21K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.3K- 36.22% |
$1.04M - $1.14M
|
120K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-88.4K- 89.47% |
$1.35M - $1.48M
|
10.4K
$170K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-106K- 18.12% |
$1.61M - $1.76M
|
477K
$7.8M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-106K- 89.73% |
$1.61M - $1.77M
|
12.1K
$198K
|