Purchases and Sales Made in Q2 2024 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELD IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
37+ 0.36% |
$754 - $759
|
10.4K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
37+ 1.11% |
$754 - $759
|
3.38K
$70.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
33+ 0.18% |
$673 - $677
|
18K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.08% |
$204 - $205
|
13.2K
$274K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6+ 0.57% |
$122 - $123
|
1.06K
$22K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 1.14% |
$81.5 - $82.1
|
354
$7.34K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-33- 0.08% |
$673 - $677
|
41.9K
$869K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-38- 0.03% |
$774 - $780
|
123K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-69- 0.02% |
$1.41K - $1.42K
|
315K
$6.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-72- 0.72% |
$1.47K - $1.48K
|
9.97K
$207K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-80- 0.54% |
$1.63K - $1.64K
|
14.8K
$307K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-98- 0.05% |
$2K - $2.01K
|
190K
$3.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-139- 0.83% |
$2.83K - $2.85K
|
16.7K
$346K
|
|
|
Jul 19, 2024
Q2 2024
|
Paradiem, LLC
|
SELL
|
- |
-173- 0.16% |
$3.53K - $3.55K
|
111K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-190- 4.53% |
$3.87K - $3.9K
|
4K
$83K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-216- 0.19% |
$4.4K - $4.43K
|
115K
$2.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-220- 1.19% |
$4.48K - $4.51K
|
18.2K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-351- 0.32% |
$7.15K - $7.2K
|
110K
$2.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-392- 1.47% |
$7.99K - $8.04K
|
26.3K
$545K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-400- 0.14% |
$8.15K - $8.21K
|
283K
$5.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-457- 3.16% |
$9.31K - $9.38K
|
14K
$291K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-459- 1.14% |
$9.35K - $9.42K
|
40K
$828K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-467- 1.6% |
$9.52K - $9.58K
|
28.7K
$595K
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-475- 1.77% |
$9.68K - $9.75K
|
26.3K
$546K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-523- 0.8% |
$10.7K - $10.7K
|
65K
$1.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-562- 4.95% |
$11.5K - $11.5K
|
10.8K
$223K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-590- 1.53% |
$12K - $12.1K
|
38K
$788K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-642- 0.49% |
$13.1K - $13.2K
|
130K
$2.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-750- 11.11% |
$15.3K - $15.4K
|
6K
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-808- 6.16% |
$16.5K - $16.6K
|
12.3K
$255K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-844- 0.63% |
$17.2K - $17.3K
|
134K
$2.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-994- 2.8% |
$20.3K - $20.4K
|
34.5K
$715K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.08K- 4.51% |
$21.9K - $22.1K
|
22.8K
$472K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.11K- 8.05% |
$22.7K - $22.8K
|
12.7K
$264K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.15K- 2.1% |
$23.4K - $23.6K
|
53.5K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 9.68% |
$24K - $24.2K
|
11K
$228K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 6.06% |
$24.6K - $24.7K
|
18.7K
$387K
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.22K- 1.59% |
$24.9K - $25K
|
75.5K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.23K- 2.03% |
$25K - $25.2K
|
59.3K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.25K- 4.88% |
$25.4K - $25.5K
|
24.2K
$503K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.28K- 1.15% |
$26K - $26.2K
|
110K
$2.28M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.28K- 2.13% |
$26.1K - $26.3K
|
58.7K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.57K- 3.07% |
$32K - $32.2K
|
49.5K
$1.03M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.6K- 80.0% |
$32.6K - $32.8K
|
400
$8.29K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-1.63K- 3.24% |
$33.1K - $33.3K
|
48.5K
$1M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.94K- 3.47% |
$39.5K - $39.7K
|
53.8K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-2.05K- 28.31% |
$41.7K - $42K
|
5.19K
$108K
|
|
|
Jul 22, 2024
Q2 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-2.06K- 0.25% |
$42K - $42.3K
|
808K
$16.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.15K- 4.9% |
$43.8K - $44.1K
|
41.7K
$865K
|