Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
107K+ 28.68% |
$4.06M - $4.65M
|
478K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
93.1KNew |
$3.55M - $4.06M
|
93.1K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.7K+ 16.31% |
$3.34M - $3.83M
|
626K
$32.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.4K+ 757.2% |
$1.58M - $1.81M
|
46.9K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.3K+ 17.62% |
$1.42M - $1.63M
|
249K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.8K+ 649.0% |
$1.4M - $1.61M
|
42.5K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32K+ 97.85% |
$1.22M - $1.4M
|
64.7K
$3.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
31.4K+ 6.59% |
$1.2M - $1.37M
|
508K
$26.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
22.2KNew |
$845K - $968K
|
22.2K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17KNew |
$647K - $741K
|
17K
$877K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 97.46% |
$521K - $597K
|
27.7K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10.7K+ 11.96% |
$409K - $469K
|
101K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.24KNew |
$276K - $316K
|
7.24K
$374K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.21K+ 21.38% |
$198K - $227K
|
29.6K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.92KNew |
$187K - $214K
|
4.92K
$254K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.55K+ 154.58% |
$97.1K - $111K
|
4.2K
$217K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.38KNew |
$90.7K - $104K
|
2.38K
$123K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.15K+ 768.82% |
$81.7K - $93.6K
|
2.42K
$125K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
2.07K+ 2.58% |
$78.7K - $90.2K
|
82.3K
$4.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.2KNew |
$45.8K - $52.4K
|
1.2K
$62.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
984New |
$37.5K - $42.9K
|
984
$50.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
940New |
$35.8K - $41K
|
940
$48.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
745New |
$28.4K - $32.5K
|
745
$38.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
552+ 6.9% |
$21K - $24.1K
|
8.55K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
323New |
$12.3K - $14.1K
|
323
$16.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62+ 0.08% |
$2.36K - $2.71K
|
76.8K
$3.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-34- 18.38% |
$1.3K - $1.48K
|
151
$7.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-217- 39.31% |
$8.27K - $9.47K
|
335
$17.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.5K- 4.52% |
$57K - $65.3K
|
31.6K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.85K- 16.51% |
$70.4K - $80.6K
|
9.34K
$482K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.14K- 1.82% |
$81.4K - $93.2K
|
115K
$5.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.51K- 9.14% |
$95.5K - $109K
|
24.9K
$1.29M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.03K- 90.36% |
$115K - $132K
|
323
$16.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4K- 81.63% |
$152K - $175K
|
900
$46.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6.97K- 8.69% |
$265K - $304K
|
73.3K
$3.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.75K- 6.46% |
$295K - $338K
|
112K
$5.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.98K- 20.23% |
$304K - $348K
|
31.5K
$1.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.7K- 74.76% |
$1.25M - $1.43M
|
11K
$571K
|