Purchases and Sales Made in Q4 2024 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO INDEX FD TR BULLETSHAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.49MNew |
$63.9M - $65.9M
|
3.49M
$64.4M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.94M+ 382.66% |
$53.7M - $55.4M
|
3.7M
$68.3M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.34MNew |
$24.6M - $25.4M
|
1.34M
$24.8M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.19MNew |
$21.7M - $22.4M
|
1.19M
$21.9M
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.18M+ 142.97% |
$21.6M - $22.3M
|
2.01M
$37.1M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.14M+ 61.91% |
$20.9M - $21.6M
|
2.99M
$55.1M
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
818KNew |
$15M - $15.4M
|
818K
$15.1M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
817KNew |
$14.9M - $15.4M
|
817K
$15.1M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
757K+ 2973.95% |
$13.8M - $14.3M
|
783K
$14.4M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
670K+ 53.72% |
$12.2M - $12.6M
|
1.92M
$35.3M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
651K+ 14.73% |
$11.9M - $12.3M
|
5.07M
$93.5M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
625K+ 74.02% |
$11.4M - $11.8M
|
1.47M
$27.1M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
552K+ 25.54% |
$10.1M - $10.4M
|
2.72M
$50M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
549K+ 31.37% |
$10M - $10.4M
|
2.3M
$42.4M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
483K+ 808.1% |
$8.83M - $9.11M
|
543K
$10M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
400K+ 34.16% |
$7.32M - $7.55M
|
1.57M
$29M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
380K+ 28.09% |
$6.94M - $7.16M
|
1.73M
$31.9M
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
378K+ 55.02% |
$6.91M - $7.13M
|
1.06M
$19.6M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
356K+ 273.66% |
$6.51M - $6.72M
|
486K
$8.96M
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
323K+ 1097.11% |
$5.9M - $6.09M
|
352K
$6.49M
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
308KNew |
$5.64M - $5.82M
|
308K
$5.68M
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
297KNew |
$5.42M - $5.6M
|
297K
$5.47M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
259KNew |
$4.74M - $4.89M
|
259K
$4.78M
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
243K+ 1412.28% |
$4.44M - $4.58M
|
260K
$4.79M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
238K+ 12.11% |
$4.36M - $4.5M
|
2.21M
$40.7M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
235K+ 17.32% |
$4.3M - $4.44M
|
1.59M
$29.4M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
230K+ 357.26% |
$4.2M - $4.33M
|
294K
$5.42M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
216K+ 46.95% |
$3.94M - $4.07M
|
675K
$12.4M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
189KNew |
$3.45M - $3.57M
|
189K
$3.48M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
179K+ 1076.49% |
$3.27M - $3.38M
|
196K
$3.61M
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
154K+ 67.4% |
$2.82M - $2.91M
|
384K
$7.07M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
147K+ 9231.36% |
$2.68M - $2.77M
|
148K
$2.73M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
146K+ 86.3% |
$2.66M - $2.75M
|
315K
$5.8M
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
144KNew |
$2.63M - $2.72M
|
144K
$2.66M
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
143K+ 284.19% |
$2.62M - $2.7M
|
193K
$3.56M
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
137KNew |
$2.5M - $2.58M
|
137K
$2.52M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
134K+ 2355.47% |
$2.45M - $2.53M
|
140K
$2.57M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
134K+ 4.95% |
$2.44M - $2.52M
|
2.84M
$52.3M
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
125KNew |
$2.29M - $2.37M
|
125K
$2.31M
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
121KNew |
$2.21M - $2.29M
|
121K
$2.23M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
112KNew |
$2.05M - $2.12M
|
112K
$2.07M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
99.9KNew |
$1.83M - $1.89M
|
99.9K
$1.84M
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
98K+ 29.84% |
$1.79M - $1.85M
|
426K
$7.86M
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
92.8K+ 23.54% |
$1.7M - $1.75M
|
487K
$8.98M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
91.8KNew |
$1.68M - $1.73M
|
91.8K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
82.6K+ 606.36% |
$1.51M - $1.56M
|
96.2K
$1.77M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
81.4KNew |
$1.49M - $1.54M
|
81.4K
$1.5M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
79.9K+ 40.16% |
$1.46M - $1.51M
|
279K
$5.14M
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
73.4K+ 8.71% |
$1.34M - $1.39M
|
917K
$16.9M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
73.3KNew |
$1.34M - $1.38M
|
73.3K
$1.35M
|