Purchases and Sales Made in Q4 2024 in Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO SELF-INDEXED FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
180K+ 37.45% |
$3.84M - $3.93M
|
661K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
151KNew |
$3.22M - $3.3M
|
151K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
29.9KNew |
$637K - $651K
|
29.9K
$643K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
23.8K+ 168.1% |
$507K - $519K
|
37.9K
$816K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
16.4KNew |
$349K - $357K
|
16.4K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
12.7KNew |
$272K - $278K
|
12.7K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$218K - $223K
|
10.2K
$220K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.86KNew |
$39.6K - $40.5K
|
1.86K
$40K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 81.87% |
$33.7K - $34.5K
|
3.51K
$75.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.08K+ 29.25% |
$23K - $23.6K
|
4.77K
$103K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
373+ 1.73% |
$7.96K - $8.14K
|
21.9K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
219+ 0.67% |
$4.67K - $4.78K
|
32.9K
$708K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
177+ 0.57% |
$3.78K - $3.86K
|
31.1K
$669K
|