Purchases and Sales Made in Q4 2024 in Invesco Eg Tr Sf Ix Fd Tr Bull (BSJU)
This table provides information about the institutional ownership of Invesco Eg Tr Sf Ix Fd Tr Bull (BSJU) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO EG-TR SF-IX FD TR BULL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
118KNew |
N/A
|
118K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80K+ 159.9% |
N/A
|
130K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
78.9K+ 319.98% |
N/A
|
103K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
67.8K+ 224.2% |
N/A
|
98.1K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 13.9% |
N/A
|
248K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
26.6KNew |
N/A
|
26.6K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.1KNew |
N/A
|
19.1K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.5KNew |
N/A
|
15.5K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 11.0% |
N/A
|
122K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
11.2K+ 4.28% |
N/A
|
273K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.4K+ 29.3% |
N/A
|
15K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.86K+ 1.28% |
N/A
|
227K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.45KNew |
N/A
|
2.45K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 18.18% |
N/A
|
13K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.75K+ 15.22% |
N/A
|
13.3K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
767+ 168.57% |
N/A
|
1.22K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
551+ 4.83% |
N/A
|
12K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
500+ 2.32% |
N/A
|
22.1K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
434+ 2.43% |
N/A
|
18.3K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.65% |
N/A
|
1.39K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-289- 6.93% |
N/A
|
3.88K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-350- 1.97% |
N/A
|
17.4K
$0
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-354- 1.48% |
N/A
|
23.5K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-400- 99.75% |
N/A
|
1
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-8.37K- 41.45% |
N/A
|
11.8K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-27.6K- 9.81% |
N/A
|
253K
$0
|