Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
243KNew |
$12M - $12.7M
|
243K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
190KNew |
$9.38M - $9.94M
|
190K
$9.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
171KNew |
$8.42M - $8.92M
|
171K
$8.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
109K+ 102.85% |
$5.38M - $5.7M
|
215K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.1K+ 33.33% |
$4.85M - $5.13M
|
393K
$20M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
70.2K+ 32.54% |
$3.47M - $3.67M
|
286K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.6K+ 5.9% |
$2.85M - $3.01M
|
1.03M
$52.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
52.3K+ 45.65% |
$2.58M - $2.74M
|
167K
$8.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
47.8KNew |
$2.36M - $2.5M
|
47.8K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
23.1KNew |
$1.14M - $1.21M
|
23.1K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.3K+ 30.96% |
$1M - $1.06M
|
85.7K
$4.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
14.4K+ 17.33% |
$712K - $754K
|
97.7K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.2KNew |
$650K - $688K
|
13.2K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13KNew |
$641K - $679K
|
13K
$660K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
12.5KNew |
$618K - $654K
|
12.5K
$636K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.6K+ 40.41% |
$524K - $555K
|
36.9K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10KNew |
$494K - $523K
|
10K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.85K+ 35.78% |
$487K - $515K
|
37.4K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.62KNew |
$475K - $503K
|
9.62K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
9.28K+ 33.66% |
$458K - $485K
|
36.9K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9K+ 10.74% |
$445K - $471K
|
92.8K
$4.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.78KNew |
$384K - $407K
|
7.78K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.77KNew |
$384K - $407K
|
7.77K
$395K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
6.45KNew |
$318K - $337K
|
6.45K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.72K+ 4.78% |
$282K - $299K
|
125K
$6.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.52K+ 9.17% |
$273K - $289K
|
65.8K
$3.34M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.5KNew |
$271K - $287K
|
5.5K
$279K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.23K+ 2.6% |
$258K - $273K
|
207K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
5KNew |
$247K - $261K
|
5K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.65K+ 4.2% |
$230K - $243K
|
115K
$5.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.44KNew |
$219K - $232K
|
4.44K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.18K+ 417900.0% |
$206K - $219K
|
4.18K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.2K+ 19.84% |
$158K - $167K
|
19.3K
$983K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.93K+ 38.69% |
$145K - $153K
|
10.5K
$535K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.79K+ 2.84% |
$138K - $146K
|
101K
$5.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.65K+ 3.3% |
$131K - $138K
|
82.7K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.48K+ 2.48% |
$73.2K - $77.5K
|
61.3K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.31KNew |
$64.5K - $68.3K
|
1.31K
$66.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.21K+ 7.83% |
$59.6K - $63.1K
|
16.6K
$845K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.84% |
$59K - $62.5K
|
32.3K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
851+ 1.08% |
$42K - $44.5K
|
80K
$4.07M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
724+ 15.52% |
$35.8K - $37.9K
|
5.39K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
673New |
$33.2K - $35.2K
|
673
$34.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
661+ 11.3% |
$32.6K - $34.6K
|
6.51K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
593+ 7.74% |
$29.3K - $31K
|
8.26K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
543+ 1.66% |
$26.8K - $28.4K
|
33.2K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
396+ 5.5% |
$19.6K - $20.7K
|
7.59K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
260New |
$12.8K - $13.6K
|
260
$13.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
238+ 5.83% |
$11.8K - $12.4K
|
4.32K
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
206New |
$10.2K - $10.8K
|
206
$10.5K
|