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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
72.7K+ 51.46% |
$1.33M - $1.37M
|
214K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
71.2KNew |
$1.3M - $1.34M
|
71.2K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
67.1K+ 7.92% |
$1.23M - $1.27M
|
915K
$16.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
65K+ 112.45% |
$1.19M - $1.23M
|
123K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
62.7K+ 22.18% |
$1.15M - $1.18M
|
345K
$6.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
60.4KNew |
$1.1M - $1.14M
|
60.4K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
58.5KNew |
$1.07M - $1.1M
|
58.5K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
57.3K+ 32.18% |
$1.05M - $1.08M
|
235K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
56.1KNew |
$1.03M - $1.06M
|
56.1K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55.2K+ 5.47% |
$1.01M - $1.04M
|
1.07M
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
48.8K+ 75.47% |
$891K - $920K
|
113K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
45KNew |
$823K - $849K
|
45K
$828K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
43.4K+ 73.95% |
$794K - $820K
|
102K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
40.6K+ 401.53% |
$742K - $766K
|
50.7K
$933K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
40.4K+ 34.41% |
$739K - $763K
|
158K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.9K+ 108.89% |
$730K - $754K
|
76.6K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
38.4K+ 40.28% |
$701K - $724K
|
134K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
37.9K+ 49.98% |
$693K - $715K
|
114K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.5K+ 20.48% |
$686K - $708K
|
221K
$4.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
37K+ 49.79% |
$677K - $698K
|
111K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
36K+ 214.29% |
$657K - $679K
|
52.7K
$970K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
34.3KNew |
$627K - $648K
|
34.3K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
33.3K+ 245.81% |
$609K - $629K
|
46.9K
$862K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
32.7KNew |
$598K - $617K
|
32.7K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29.7KNew |
$542K - $560K
|
29.7K
$545K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29K+ 26.6% |
$531K - $548K
|
138K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
27.5KNew |
$503K - $519K
|
27.5K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
27.1K+ 214.34% |
$495K - $511K
|
39.7K
$730K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27KNew |
$494K - $510K
|
27K
$497K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25.9K+ 65.93% |
$473K - $488K
|
65.2K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
25.6K+ 97.17% |
$467K - $482K
|
51.9K
$954K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
25.2K+ 12.22% |
$461K - $476K
|
232K
$4.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
24.6K+ 18.81% |
$450K - $464K
|
155K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
24.4K+ 182.53% |
$446K - $461K
|
37.8K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.9KNew |
$438K - $452K
|
23.9K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
23.4K+ 25.25% |
$428K - $442K
|
116K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.6K+ 225.86% |
$413K - $427K
|
32.6K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
22.6KNew |
$413K - $427K
|
22.6K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
21.8KNew |
$398K - $411K
|
21.8K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
21.6K+ 4.16% |
$395K - $408K
|
542K
$9.96M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
21.5K+ 12.17% |
$393K - $406K
|
198K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.3K+ 293.67% |
$389K - $402K
|
28.6K
$525K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.1KNew |
$386K - $399K
|
21.1K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.6KNew |
$377K - $389K
|
20.6K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20K+ 31.35% |
$366K - $378K
|
84K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
18.9KNew |
$345K - $356K
|
18.9K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
18.9K+ 9.28% |
$345K - $356K
|
222K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.1KNew |
$331K - $342K
|
18.1K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
18K+ 3.31% |
$330K - $340K
|
563K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
18K+ 67.42% |
$329K - $340K
|
44.7K
$822K
|