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 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
160+ 16.65% |
$7.9K - $8.37K
|
1.12K
$57K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
152+ 1.92% |
$7.51K - $7.95K
|
8.07K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
102+ 1.32% |
$5.04K - $5.34K
|
7.82K
$398K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
32+ 0.39% |
$1.58K - $1.67K
|
8.29K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
25+ 0.39% |
$1.23K - $1.31K
|
6.38K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$988 - $1.05K
|
20
$1.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$148 - $157
|
1.38K
$70.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5- 0.04% |
$247 - $262
|
11.1K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7- 1.16% |
$346 - $366
|
597
$30.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 0.5% |
$889 - $942
|
3.61K
$183K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18- 0.11% |
$889 - $942
|
16.8K
$856K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-27- 28.42% |
$1.33K - $1.41K
|
68
$3.46K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-227- 3.87% |
$11.2K - $11.9K
|
5.64K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-336- 6.36% |
$16.6K - $17.6K
|
4.95K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-360- 1.29% |
$17.8K - $18.8K
|
27.5K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-510- 10.04% |
$25.2K - $26.7K
|
4.57K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-542- 0.46% |
$26.8K - $28.4K
|
117K
$5.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-568- 10.66% |
$28.1K - $29.7K
|
4.76K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-793- 11.76% |
$39.2K - $41.5K
|
5.95K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-868- 13.22% |
$42.9K - $45.4K
|
5.7K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.17K- 9.16% |
$107K - $114K
|
21.5K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.25K- 1.16% |
$309K - $327K
|
532K
$27M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.82K- 2.71% |
$386K - $409K
|
281K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-20.2K- 8.15% |
$995K - $1.05M
|
227K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-49.1K- 58.92% |
$2.43M - $2.57M
|
34.3K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-86.3K- 19.94% |
$4.26M - $4.51M
|
347K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-179K- 40.37% |
$8.83M - $9.35M
|
264K
$13.4M
|