Purchases and Sales Made in Q4 2024 in Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR) 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 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
61.5KNew |
$1.19M - $1.22M
|
61.5K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
61.5K+ 7.75% |
$1.19M - $1.22M
|
855K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
61K+ 14.3% |
$1.18M - $1.21M
|
487K
$9.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
59.4K+ 6.74% |
$1.15M - $1.17M
|
942K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
59.1KNew |
$1.15M - $1.17M
|
59.1K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
58K+ 18.51% |
$1.13M - $1.15M
|
371K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58KNew |
$1.13M - $1.15M
|
58K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
52.8K+ 8.7% |
$1.03M - $1.04M
|
660K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
52.5K+ 8.07% |
$1.02M - $1.04M
|
704K
$13.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
50.7KNew |
$984K - $1M
|
50.7K
$988K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
50.5KNew |
$981K - $998K
|
50.5K
$985K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
50.3K+ 80.83% |
$977K - $994K
|
113K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
48.6KNew |
$943K - $960K
|
48.6K
$947K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.4K+ 94.16% |
$921K - $937K
|
97.8K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
45.8KNew |
$889K - $904K
|
45.8K
$892K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
45KNew |
$875K - $890K
|
45K
$878K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
44.8K+ 14.2% |
$871K - $886K
|
361K
$7.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44.8K+ 57.23% |
$870K - $885K
|
123K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
41.6KNew |
$808K - $822K
|
41.6K
$811K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41.5K+ 265.11% |
$806K - $820K
|
57.2K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
37.9KNew |
$735K - $748K
|
37.9K
$738K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.4KNew |
$707K - $719K
|
36.4K
$710K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
36KNew |
$698K - $711K
|
36K
$701K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35.7K+ 26.54% |
$692K - $705K
|
170K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35.3K+ 155.79% |
$686K - $698K
|
58K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
34.5K+ 528.42% |
$671K - $683K
|
41.1K
$801K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
32.5K+ 30.85% |
$631K - $642K
|
138K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.7K+ 12.56% |
$617K - $627K
|
284K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.8KNew |
$597K - $608K
|
30.8K
$600K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
29.1K+ 14.78% |
$566K - $576K
|
226K
$4.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
28.2K+ 7.84% |
$547K - $557K
|
388K
$7.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
28K+ 269.26% |
$544K - $554K
|
38.4K
$750K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
27.9KNew |
$542K - $551K
|
27.9K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
27K+ 15.69% |
$525K - $534K
|
199K
$3.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26.2KNew |
$508K - $517K
|
26.2K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
25.8K+ 7.31% |
$502K - $511K
|
380K
$7.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
25.6K+ 76.6% |
$497K - $506K
|
59.1K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
24.8K+ 28.57% |
$483K - $491K
|
112K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
24.6K+ 14.05% |
$479K - $487K
|
200K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.9K+ 6.52% |
$465K - $473K
|
391K
$7.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
23.9K+ 13.85% |
$465K - $473K
|
197K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23.8K+ 84.04% |
$463K - $471K
|
52.2K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
23.3K+ 10.52% |
$452K - $460K
|
244K
$4.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
23.2KNew |
$450K - $458K
|
23.2K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
23.1K+ 18.31% |
$448K - $456K
|
149K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
22.9KNew |
$444K - $452K
|
22.9K
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
21.9KNew |
$424K - $432K
|
21.9K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.4K+ 33.03% |
$415K - $423K
|
86.2K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
20.6K+ 4.16% |
$401K - $408K
|
517K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
19.5K+ 13.27% |
$378K - $385K
|
166K
$3.24M
|