Purchases and Sales Made in Q3 2024 in Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO) during Q3 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.1K+ 46.6% |
$499K - $503K
|
69.4K
$1.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
20.2K+ 16.93% |
$458K - $461K
|
140K
$3.17M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.8KNew |
$356K - $359K
|
15.8K
$357K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
15K+ 21.83% |
$339K - $342K
|
83.7K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.8K+ 64.4% |
$311K - $314K
|
35.1K
$795K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
13.5K+ 115.37% |
$305K - $307K
|
25.2K
$570K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13.1KNew |
$296K - $298K
|
13.1K
$296K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11.1K+ 52.23% |
$250K - $252K
|
32.2K
$730K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9K+ 7.09% |
$247K - $249K
|
165K
$3.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.46K+ 40.3% |
$191K - $193K
|
29.5K
$667K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.79K+ 282.42% |
$108K - $109K
|
6.48K
$147K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.13K+ 10.4% |
$93.4K - $94.2K
|
43.9K
$993K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.94K+ 7.09% |
$89K - $89.7K
|
59.4K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.32K+ 10.75% |
$75K - $75.5K
|
34.2K
$774K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.14K+ 0.49% |
$48.4K - $48.8K
|
442K
$10M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.83K+ 2.15% |
$41.3K - $41.7K
|
86.9K
$1.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.64K+ 2.36% |
$37.1K - $37.4K
|
71.1K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
878+ 2.49% |
$19.9K - $20K
|
36.1K
$819K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
621+ 3.08% |
$14K - $14.2K
|
20.8K
$470K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
511+ 1.95% |
$11.6K - $11.6K
|
26.7K
$606K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
269+ 0.48% |
$6.08K - $6.13K
|
55.9K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
256+ 0.86% |
$5.79K - $5.83K
|
30K
$680K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
182+ 0.12% |
$4.12K - $4.15K
|
157K
$3.56M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
166+ 0.46% |
$3.75K - $3.78K
|
36.2K
$819K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
119+ 0.82% |
$2.69K - $2.71K
|
14.6K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
38+ 0.32% |
$859 - $866
|
12.1K
$274K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$22.6 - $22.8
|
1
$22.7
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-21- 0.02% |
$475 - $479
|
102K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-202- 33.84% |
$4.57K - $4.6K
|
395
$8.95K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-285- 26.08% |
$6.44K - $6.5K
|
808
$18.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-483- 2.14% |
$10.9K - $11K
|
22.1K
$500K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-587- 3.39% |
$13.3K - $13.4K
|
16.7K
$378K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-659- 1.38% |
$14.9K - $15K
|
47.3K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-901- 0.9% |
$20.4K - $20.5K
|
99.1K
$2.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.33K- 7.82% |
$30K - $30.3K
|
15.7K
$355K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.38K- 5.66% |
$31.2K - $31.5K
|
23K
$522K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.46K- 32.48% |
$33K - $33.3K
|
3.04K
$68.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.54K- 13.28% |
$34.8K - $35.1K
|
10.1K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.77K- 0.63% |
$40K - $40.3K
|
278K
$6.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.62K- 13.61% |
$81.7K - $82.4K
|
23K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.63K- 9.11% |
$82K - $82.7K
|
36.2K
$820K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.68K- 3.42% |
$83.1K - $83.8K
|
104K
$2.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.84K- 2.1% |
$86.9K - $87.6K
|
179K
$4.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.6K- 87.62% |
$104K - $105K
|
650
$14.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-6.19K- 17.18% |
$140K - $141K
|
29.8K
$675K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.92K- 21.81% |
$202K - $203K
|
32K
$724K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10K- 12.89% |
$226K - $228K
|
67.6K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.1K- 4.45% |
$229K - $231K
|
218K
$4.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-10.4K- 15.37% |
$236K - $238K
|
57.5K
$1.3M
|