Purchases and Sales Made in Q2 2024 in Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO EX-TRADED SELF INDX FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-194- 2.41% |
$8.75K - $9.25K
|
7.86K
$406K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-230- 38.14% |
$10.4K - $11K
|
373
$19.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-281- 6.2% |
$12.7K - $13.4K
|
4.25K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-376- 0.33% |
$17K - $17.9K
|
112K
$5.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-583- 0.71% |
$26.3K - $27.8K
|
81.4K
$4.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-645- 7.27% |
$29.1K - $30.7K
|
8.23K
$425K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-699- 3.95% |
$31.5K - $33.3K
|
17K
$878K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.55K- 17.83% |
$69.9K - $73.8K
|
7.14K
$369K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.2K- 2.87% |
$99.3K - $105K
|
74.6K
$3.85M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.37K- 25.59% |
$332K - $351K
|
21.4K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-23.1K- 26.64% |
$1.04M - $1.1M
|
63.7K
$3.29M
|