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 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.1K+ 62.36% |
$1.07M - $1.08M
|
143K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
54.4K+ 12.73% |
$1.05M - $1.07M
|
482K
$9.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
54K+ 68.42% |
$1.05M - $1.06M
|
133K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
53.7K+ 16.27% |
$1.04M - $1.05M
|
384K
$7.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
52.9KNew |
$1.02M - $1.04M
|
52.9K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
51.8K+ 8.72% |
$1M - $1.01M
|
646K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.3K+ 11.58% |
$935K - $945K
|
465K
$9.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
46.7KNew |
$905K - $915K
|
46.7K
$913K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
45.2K+ 64.8% |
$876K - $885K
|
115K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
43.4K+ 12.79% |
$842K - $850K
|
383K
$7.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
42.5KNew |
$824K - $832K
|
42.5K
$830K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40.7K+ 130.94% |
$789K - $797K
|
71.8K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
40.3KNew |
$781K - $789K
|
40.3K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.6K+ 0.83% |
$767K - $775K
|
4.79M
$93.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
38.1KNew |
$738K - $745K
|
38.1K
$743K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
37.5K+ 30.39% |
$727K - $734K
|
161K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
35.5KNew |
$688K - $695K
|
35.5K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35.4K+ 206.67% |
$686K - $693K
|
52.5K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
35.3K+ 33.75% |
$684K - $691K
|
140K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
34.6K+ 94.35% |
$671K - $678K
|
71.3K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
34.6K+ 123.82% |
$670K - $677K
|
62.5K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
33.7K+ 4.94% |
$652K - $659K
|
716K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
33KNew |
$640K - $647K
|
33K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.5K+ 90.49% |
$610K - $616K
|
66.2K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
30.9K+ 5.59% |
$599K - $605K
|
584K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
30.8KNew |
$596K - $602K
|
30.8K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
29.6K+ 34.37% |
$573K - $579K
|
116K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.6KNew |
$554K - $559K
|
28.6K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.4K+ 9.0% |
$551K - $556K
|
344K
$6.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
27.6KNew |
$534K - $540K
|
27.6K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
27.2K+ 9.22% |
$528K - $533K
|
323K
$6.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
26K+ 14.92% |
$504K - $510K
|
200K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
25.8K+ 92.04% |
$500K - $505K
|
53.8K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
24.3K+ 3.68% |
$471K - $476K
|
684K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
23.9K+ 10.68% |
$464K - $469K
|
248K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
23.5K+ 22.39% |
$456K - $461K
|
129K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
23.2K+ 18.25% |
$449K - $453K
|
150K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
23K+ 5.79% |
$446K - $451K
|
421K
$8.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
22.8KNew |
$442K - $447K
|
22.8K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.5K+ 45.03% |
$437K - $441K
|
72.6K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
22.5K+ 33.2% |
$437K - $441K
|
90.4K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
22.5K+ 6.25% |
$436K - $441K
|
383K
$7.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
21.7K+ 4.34% |
$421K - $425K
|
522K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
20.8K+ 21.37% |
$402K - $406K
|
118K
$2.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20.6K+ 331.07% |
$400K - $404K
|
26.9K
$525K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.5K+ 5.17% |
$397K - $401K
|
417K
$8.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
20.4K+ 11.23% |
$396K - $400K
|
202K
$3.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.7KNew |
$382K - $386K
|
19.7K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
19.2K+ 44.95% |
$372K - $376K
|
61.9K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 5.73% |
$363K - $366K
|
345K
$6.74M
|