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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.07K+ 4.42% |
$20.8K - $21K
|
25.4K
$495K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.06K+ 8.66% |
$20.5K - $20.7K
|
13.3K
$260K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.02K+ 4.55% |
$19.7K - $19.9K
|
23.4K
$456K
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
995+ 1.06% |
$19.3K - $19.5K
|
94.7K
$1.85M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
927+ 2.5% |
$18K - $18.2K
|
38K
$742K
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
900+ 4.03% |
$17.4K - $17.6K
|
23.3K
$454K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
850+ 1.96% |
$16.5K - $16.6K
|
44.3K
$864K
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
748+ 5.3% |
$14.5K - $14.6K
|
14.9K
$290K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
731+ 2.81% |
$14.2K - $14.3K
|
26.8K
$523K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
718+ 3.35% |
$13.9K - $14.1K
|
22.1K
$433K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
526New |
$10.2K - $10.3K
|
526
$10.3K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
521+ 4.1% |
$10.1K - $10.2K
|
13.2K
$258K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
514+ 1.83% |
$9.96K - $10.1K
|
28.6K
$559K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500New |
$9.69K - $9.79K
|
500
$9.77K
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
368+ 1.01% |
$7.13K - $7.21K
|
36.7K
$716K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
350+ 2.18% |
$6.78K - $6.85K
|
16.4K
$321K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
290+ 2.99% |
$5.62K - $5.68K
|
10K
$195K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
214+ 5.82% |
$4.15K - $4.19K
|
3.89K
$76K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
207+ 0.32% |
$4.01K - $4.05K
|
64.3K
$1.26M
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
188+ 0.96% |
$3.64K - $3.68K
|
19.8K
$386K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
163New |
$3.16K - $3.19K
|
163
$3.18K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
150New |
$2.91K - $2.94K
|
150
$2.93K
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
133+ 0.63% |
$2.58K - $2.6K
|
21.3K
$415K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
117+ 0.53% |
$2.27K - $2.29K
|
22.3K
$436K
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
113+ 1.06% |
$2.19K - $2.21K
|
10.8K
$210K
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
85+ 0.68% |
$1.65K - $1.66K
|
12.6K
$246K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
69+ 0.41% |
$1.34K - $1.35K
|
16.7K
$327K
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
51+ 0.1% |
$988 - $999
|
48.7K
$951K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47+ 0.36% |
$911 - $920
|
13K
$253K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
43+ 1.07% |
$833 - $842
|
4.05K
$79.1K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
37+ 0.11% |
$717 - $724
|
35K
$684K
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
36+ 0.23% |
$698 - $705
|
16K
$312K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
19+ 0.58% |
$368 - $372
|
3.29K
$64.2K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12+ 7.19% |
$233 - $235
|
179
$3.5K
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$19.4 - $19.6
|
15.6K
$305K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15- 0.09% |
$291 - $294
|
15.8K
$309K
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-42- 0.86% |
$814 - $822
|
4.86K
$95K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-165- 1.24% |
$3.2K - $3.23K
|
13.2K
$257K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-213- 61.56% |
$4.13K - $4.17K
|
133
$2.6K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-234- 0.69% |
$4.53K - $4.58K
|
33.8K
$660K
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-254- 0.94% |
$4.92K - $4.97K
|
26.9K
$525K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-286- 0.46% |
$5.54K - $5.6K
|
61.6K
$1.2M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-349- 0.63% |
$6.76K - $6.83K
|
55.4K
$1.08M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-395- 1.65% |
$7.66K - $7.73K
|
23.5K
$458K
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-400- 1.11% |
$7.75K - $7.83K
|
35.6K
$695K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-513- 1.02% |
$9.94K - $10K
|
49.6K
$969K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-574- 4.25% |
$11.1K - $11.2K
|
12.9K
$252K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-737- 4.81% |
$14.3K - $14.4K
|
14.6K
$285K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-752- 3.14% |
$14.6K - $14.7K
|
23.2K
$453K
|