Purchases and Sales Made in Q4 2024 in Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.6M+ 20.43% |
$206M - $208M
|
62.6M
$1.22B
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.14M+ 148.69% |
$119M - $120M
|
10.3M
$200M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.35MNew |
$104M - $105M
|
5.35M
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.44MNew |
$47.3M - $47.8M
|
2.44M
$47.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.43MNew |
$27.7M - $28M
|
1.43M
$27.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.11MNew |
$21.4M - $21.6M
|
1.11M
$21.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
994K+ 2785.54% |
$19.3M - $19.5M
|
1.03M
$20.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
864K+ 14.01% |
$16.7M - $16.9M
|
7.03M
$137M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
794KNew |
$15.4M - $15.5M
|
794K
$15.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
762K+ 636.71% |
$14.8M - $14.9M
|
881K
$17.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
729K+ 2962.15% |
$14.1M - $14.3M
|
753K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
649K+ 102.17% |
$12.6M - $12.7M
|
1.28M
$25.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
555K+ 10.97% |
$10.8M - $10.9M
|
5.62M
$110M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
270KNew |
$5.23M - $5.28M
|
270K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
261K+ 80.91% |
$5.06M - $5.11M
|
584K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
258KNew |
$5M - $5.05M
|
258K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
228KNew |
$4.42M - $4.46M
|
228K
$4.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
225K+ 48.96% |
$4.36M - $4.4M
|
684K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
178K+ 48.94% |
$3.45M - $3.49M
|
542K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
169KNew |
$3.27M - $3.3M
|
169K
$3.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
164K+ 348.07% |
$3.18M - $3.21M
|
211K
$4.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
163K+ 20.34% |
$3.15M - $3.19M
|
963K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
157K+ 10.28% |
$3.04M - $3.07M
|
1.68M
$32.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
139K+ 23.88% |
$2.69M - $2.72M
|
720K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
124K+ 11.55% |
$2.4M - $2.42M
|
1.2M
$23.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
121K+ 7.95% |
$2.34M - $2.36M
|
1.64M
$32M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
116K+ 8.26% |
$2.25M - $2.28M
|
1.52M
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
116K+ 558.5% |
$2.25M - $2.27M
|
137K
$2.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
110K+ 101.26% |
$2.13M - $2.15M
|
218K
$4.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
104KNew |
$2.01M - $2.03M
|
104K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
100K+ 54.34% |
$1.95M - $1.97M
|
285K
$5.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
100K+ 237.82% |
$1.94M - $1.96M
|
142K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94.8K+ 169.58% |
$1.84M - $1.86M
|
151K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
88.5K+ 3.46% |
$1.72M - $1.73M
|
2.65M
$51.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
87.2K+ 6.54% |
$1.69M - $1.71M
|
1.42M
$27.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
87.1K+ 299.06% |
$1.69M - $1.71M
|
116K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
84.6K+ 16.7% |
$1.64M - $1.66M
|
591K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
84.3K+ 133.68% |
$1.63M - $1.65M
|
147K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
81.7K+ 709.63% |
$1.58M - $1.6M
|
93.2K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
80.9KNew |
$1.57M - $1.58M
|
80.9K
$1.58M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
72.4KNew |
$1.4M - $1.42M
|
72.4K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
72.1K+ 23.57% |
$1.4M - $1.41M
|
378K
$7.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
71.7KNew |
$1.39M - $1.4M
|
71.7K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.9K+ 7.68% |
$1.3M - $1.31M
|
938K
$18.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
66.2KNew |
$1.28M - $1.3M
|
66.2K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
64.8KNew |
$1.26M - $1.27M
|
64.8K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
61K+ 6.66% |
$1.18M - $1.19M
|
976K
$19.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
60.5KNew |
$1.17M - $1.18M
|
60.5K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
55.7KNew |
$1.08M - $1.09M
|
55.7K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
55.3KNew |
$1.07M - $1.08M
|
55.3K
$1.08M
|