Purchases and Sales Made in Q4 2024 in Invesco Exc Self Ind Tr (BSCU)

BSCU Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q4 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
Feb 13, 2025 Q4 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
32.7K
+ 54.44%
$533K - $555K
92.6K $1.53M
Feb 24, 2025 Q4 2024
Wilkins Miller Wealth Management, LLC

Mobile, AL
BUY
 -
32.6K
New
$531K - $553K
32.6K $538K
Jan 23, 2025 Q4 2024
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
32.3K
+ 103.46%
$528K - $549K
63.6K $1.05M
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
30.9K
+ 6.31%
$504K - $525K
521K $8.61M
Feb 14, 2025 Q4 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
30.8K
+ 33.21%
$502K - $523K
123K $2.04M
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
29.1K
+ 13.85%
$475K - $494K
239K $3.95M
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
27.5K
+ 19.04%
$449K - $467K
172K $2.84M
Feb 06, 2025 Q4 2024
Cookson Peirce & CO Inc

BUY
 -
26.7K
+ 4.67%
$435K - $453K
598K $9.88M
Jan 17, 2025 Q4 2024
Hengehold Capital Management LLC

BUY
 -
26.1K
+ 1.82%
$426K - $444K
1.46M $24.1M
Feb 12, 2025 Q4 2024
Old Mission Capital LLC

BUY
 -
25.9K
New
$423K - $441K
25.9K $429K
Feb 04, 2025 Q4 2024
Addison Advisors LLC

BUY
 -
23.3K
+ 10.22%
$380K - $396K
251K $4.15M
Feb 07, 2025 Q4 2024
Avantax Advisory Services, Inc.

BUY
 -
22.9K
+ 79.42%
$374K - $389K
51.7K $855K
Jan 21, 2025 Q4 2024
Dynamic Advisor Solutions LLC

BUY
 -
22.3K
New
$365K - $380K
22.3K $369K
Jan 16, 2025 Q4 2024
Segment Wealth Management, LLC

BUY
 -
21.7K
+ 78.17%
$354K - $369K
49.5K $817K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
21.1K
New
$344K - $359K
21.1K $349K
Feb 14, 2025 Q4 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
20.8K
+ 38.63%
$339K - $353K
74.5K $1.23M
Feb 14, 2025 Q4 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
20.2K
+ 34.61%
$330K - $344K
78.7K $1.3M
Jan 17, 2025 Q4 2024
Red Spruce Capital, LLC

BUY
 -
18.9K
+ 43.76%
$308K - $321K
62.1K $1.03M
Feb 10, 2025 Q4 2024
Kestra Advisory Services, LLC

BUY
 -
18.8K
New
$307K - $319K
18.8K $311K
Jan 27, 2025 Q4 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
18.8K
New
$306K - $319K
18.8K $310K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
18.4K
New
$300K - $313K
18.4K $304K
Feb 13, 2025 Q4 2024
Heritage Trust CO

Oklahoma City, OK
BUY
 -
16.2K
New
$264K - $275K
16.2K $268K
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
16.1K
+ 2.1%
$263K - $273K
782K $12.9M
Jan 29, 2025 Q4 2024
Sawgrass Asset Management LLC

BUY
 -
15.8K
+ 17.19%
$258K - $268K
108K $1.78M
Jan 24, 2025 Q4 2024
Davenport & CO LLC

BUY
 -
15.5K
New
$252K - $263K
15.5K $255K
Feb 05, 2025 Q4 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
15.4K
+ 73.23%
$251K - $262K
36.4K $602K
Jan 23, 2025 Q4 2024
Masso Torrence Wealth Management Inc.

BUY
 -
15.3K
+ 32.2%
$250K - $260K
62.8K $1.04M
Feb 13, 2025 Q4 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
14.5K
+ 12.14%
$237K - $246K
134K $2.21M
Feb 12, 2025 Q4 2024
Huntington National Bank

Columbus, OH
BUY
 -
14.4K
+ 35.03%
$235K - $244K
55.4K $915K
Feb 14, 2025 Q4 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
14K
New
$228K - $238K
14K $231K
Jan 21, 2025 Q4 2024
Legacy Financial Group LLC

BUY
 -
13.2K
New
$216K - $225K
13.2K $218K
Feb 13, 2025 Q4 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
12.3K
+ 87.88%
$201K - $210K
26.4K $436K
Feb 06, 2025 Q4 2024
Straight Path Wealth Management

BUY
 -
12.1K
+ 10.79%
$198K - $206K
125K $2.06M
Jan 17, 2025 Q4 2024
Bill Few Associates, Inc.

BUY
 -
12.1K
New
$198K - $206K
12.1K $200K
Feb 06, 2025 Q4 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
12K
+ 16.84%
$196K - $204K
83.5K $1.38M
Feb 06, 2025 Q4 2024
Unified Investment Management

Atlanta, GA
BUY
 -
11.9K
New
$194K - $202K
11.9K $197K
Feb 14, 2025 Q4 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
11.3K
+ 84.77%
$184K - $191K
24.5K $405K
Jan 31, 2025 Q4 2024
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
10.9K
New
$179K - $186K
10.9K $181K
Feb 13, 2025 Q4 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
10.5K
New
$171K - $178K
10.5K $173K
Jan 21, 2025 Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
9.27K
+ 5.37%
$151K - $158K
182K $3.01M
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
8.38K
New
$137K - $142K
8.38K $138K
Jan 27, 2025 Q4 2024
Yankcom Partnership

Yankton, SD
BUY
 -
8.28K
New
$135K - $141K
8.28K $137K
Feb 14, 2025 Q4 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
8.14K
+ 18.69%
$133K - $138K
51.7K $854K
Jan 21, 2025 Q4 2024
Novare Capital Management LLC

BUY
 -
7.63K
+ 4.9%
$124K - $130K
163K $2.7M
Jan 23, 2025 Q4 2024
Allen Capital Group, LLC

BUY
 -
7.45K
+ 43.44%
$122K - $127K
24.6K $406K
Jan 15, 2025 Q4 2024
Kaye Capital Management

El Segundo, CA
BUY
 -
7.06K
+ 64.07%
$115K - $120K
18.1K $299K
Jan 06, 2025 Q4 2024
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
7K
+ 57.14%
$114K - $119K
19.3K $318K
Feb 11, 2025 Q4 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
6.99K
+ 9.4%
$114K - $119K
81.4K $1.34M
Jan 16, 2025 Q4 2024
Ironwood Financial, LLC

BUY
 -
6.9K
+ 9.51%
$113K - $117K
79.4K $1.31M

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