Purchases and Sales Made in Q4 2024 in Invesco Exc Self Ind Tr Bullet (BSJS)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr Bullet (BSJS) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR BULLET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.73KNew |
$59.3K - $60.6K
|
2.73K
$60.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.61K+ 27.16% |
$56.5K - $57.7K
|
12.2K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.41K+ 17.15% |
$52.2K - $53.4K
|
16.5K
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.38K+ 23.9% |
$51.6K - $52.8K
|
12.3K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.3KNew |
$49.9K - $51K
|
2.3K
$50.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.93KNew |
$41.9K - $42.8K
|
1.93K
$42.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.88K+ 85.08% |
$40.8K - $41.7K
|
4.09K
$89.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.84KNew |
$40K - $40.8K
|
1.84K
$40.5K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.62K+ 2.93% |
$35.1K - $35.9K
|
56.9K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.19K+ 4.11% |
$25.8K - $26.4K
|
30.2K
$663K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
860+ 2.74% |
$18.6K - $19.1K
|
32.3K
$710K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
686New |
$14.9K - $15.2K
|
686
$15.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
604+ 1.63% |
$13.1K - $13.4K
|
37.6K
$826K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
547+ 0.29% |
$11.9K - $12.1K
|
186K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
546+ 4.98% |
$11.8K - $12.1K
|
11.5K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
502+ 2.41% |
$10.9K - $11.1K
|
21.3K
$468K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
439+ 3.01% |
$9.52K - $9.73K
|
15K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
429+ 1.85% |
$9.3K - $9.51K
|
23.7K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
392+ 1.59% |
$8.5K - $8.69K
|
25K
$550K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
351New |
$7.61K - $7.78K
|
351
$7.71K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
267New |
$5.79K - $5.92K
|
267
$5.87K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
250New |
$5.42K - $5.54K
|
250
$5.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
168+ 1.46% |
$3.64K - $3.72K
|
11.6K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 3.43% |
$1.17K - $1.2K
|
1.63K
$35.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-10- 0.04% |
$217 - $222
|
23.6K
$518K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-131- 9.92% |
$2.84K - $2.9K
|
1.19K
$26.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-215- 0.05% |
$4.66K - $4.76K
|
430K
$9.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-283- 2.28% |
$6.14K - $6.27K
|
12.1K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-366- 4.55% |
$7.93K - $8.11K
|
7.68K
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-850- 4.64% |
$18.4K - $18.8K
|
17.5K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.5K- 2.46% |
$32.5K - $33.2K
|
59.6K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.06K- 8.17% |
$44.7K - $45.7K
|
23.2K
$509K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.66K- 9.5% |
$79.3K - $81.1K
|
34.9K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3.75K- 9.94% |
$81.4K - $83.2K
|
34K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-4.64K- 13.77% |
$101K - $103K
|
29.1K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.64K- 1.56% |
$122K - $125K
|
355K
$7.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.83K- 5.57% |
$126K - $129K
|
99K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-8.68K- 15.01% |
$188K - $192K
|
49.2K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-10.8K- 15.69% |
$235K - $240K
|
58.2K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-54.2K- 14.14% |
$1.17M - $1.2M
|
329K
$7.23M
|