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 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.01K+ 14.85% |
$97.3K - $99K
|
38.7K
$756K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5K+ 11.87% |
$97K - $98.7K
|
47.1K
$918K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.99K+ 7.02% |
$96.9K - $98.6K
|
76K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.82K+ 7.31% |
$93.6K - $95.2K
|
70.7K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.67K+ 3.68% |
$90.7K - $92.3K
|
132K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.2K+ 21.23% |
$81.6K - $83K
|
24K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.18K+ 2.01% |
$81.2K - $82.6K
|
212K
$4.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.93K+ 1.33% |
$76.3K - $77.6K
|
299K
$5.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.83K+ 100.45% |
$74.3K - $75.6K
|
7.64K
$149K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
3.63K+ 1.37% |
$70.5K - $71.7K
|
270K
$5.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.37K+ 10.82% |
$65.5K - $66.6K
|
34.5K
$673K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.31K+ 4.42% |
$64.2K - $65.4K
|
78.1K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.26K+ 2.09% |
$63.2K - $64.3K
|
159K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.86K+ 2.3% |
$55.6K - $56.6K
|
128K
$2.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.85K+ 28.14% |
$55.4K - $56.4K
|
13K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.72K+ 5.2% |
$52.8K - $53.7K
|
55K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.53K+ 1.55% |
$49.1K - $49.9K
|
165K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.5K+ 19.69% |
$48.6K - $49.4K
|
15.2K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.49K+ 2.11% |
$48.3K - $49.2K
|
120K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.46K+ 8.98% |
$47.9K - $48.7K
|
29.9K
$583K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.46K+ 3.53% |
$47.8K - $48.7K
|
72.3K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.19K+ 5.91% |
$42.5K - $43.2K
|
39.2K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.98K+ 6.72% |
$38.5K - $39.2K
|
31.5K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.6K+ 0.52% |
$31K - $31.5K
|
307K
$5.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
BUY
|
- |
1.56K+ 1.26% |
$30.3K - $30.8K
|
125K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.53K+ 46.27% |
$29.8K - $30.3K
|
4.85K
$94.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.48K+ 6.73% |
$28.8K - $29.3K
|
23.5K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.38KNew |
$26.8K - $27.3K
|
1.38K
$26.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$25.2K - $25.7K
|
1.3K
$25.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.29K+ 2.21% |
$25K - $25.4K
|
59.4K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.02K+ 4.52% |
$19.9K - $20.2K
|
23.6K
$461K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.02K+ 3.69% |
$19.8K - $20.1K
|
28.6K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
939+ 1.54% |
$18.2K - $18.6K
|
61.9K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
904+ 2.11% |
$17.6K - $17.9K
|
43.7K
$852K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
893+ 3.59% |
$17.3K - $17.6K
|
25.8K
$503K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
868+ 1.08% |
$16.9K - $17.2K
|
81.2K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
797+ 0.08% |
$15.5K - $15.7K
|
1.02M
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
714New |
$13.9K - $14.1K
|
714
$13.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
644+ 3.96% |
$12.5K - $12.7K
|
16.9K
$330K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
604+ 2.7% |
$11.7K - $11.9K
|
23K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
523New |
$10.2K - $10.3K
|
523
$10.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
511+ 1.83% |
$9.92K - $10.1K
|
28.4K
$553K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
500New |
$9.71K - $9.88K
|
500
$9.75K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
497+ 3.08% |
$9.65K - $9.82K
|
16.6K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
460+ 4.39% |
$8.93K - $9.09K
|
10.9K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
442New |
$8.58K - $8.73K
|
442
$8.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
431+ 0.79% |
$8.37K - $8.52K
|
54.8K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
426New |
$8.27K - $8.42K
|
426
$8.31K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
374+ 10.14% |
$7.26K - $7.39K
|
4.06K
$79.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
312+ 1.08% |
$6.06K - $6.17K
|
29.2K
$569K
|