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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.88K+ 9.6% |
$52.6K - $54.3K
|
32.9K
$604K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.88K+ 20.88% |
$52.6K - $54.3K
|
16.7K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.34K+ 8.37% |
$42.8K - $44.2K
|
30.3K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.92K+ 15.35% |
$35K - $36.2K
|
14.4K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.83K+ 10.43% |
$33.4K - $34.5K
|
19.3K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.68K+ 6.98% |
$30.6K - $31.6K
|
25.7K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$27.4K - $28.3K
|
1.5K
$27.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.23K+ 9.86% |
$22.5K - $23.2K
|
13.7K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
918+ 1.14% |
$16.8K - $17.3K
|
81.6K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
900+ 4.64% |
$16.5K - $17K
|
20.3K
$373K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
806+ 3.83% |
$14.7K - $15.2K
|
21.9K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
551+ 1.07% |
$10.1K - $10.4K
|
51.9K
$955K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
549New |
$10K - $10.4K
|
549
$10.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
450New |
$8.23K - $8.49K
|
450
$8.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
433+ 3.91% |
$7.92K - $8.17K
|
11.5K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
362+ 0.57% |
$6.62K - $6.83K
|
63.8K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
330+ 97.63% |
$6.03K - $6.23K
|
668
$12.3K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
325+ 3.47% |
$5.94K - $6.13K
|
9.68K
$178K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
272+ 29.41% |
$4.97K - $5.13K
|
1.2K
$22K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
241+ 0.23% |
$4.41K - $4.55K
|
105K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
224+ 1.36% |
$4.09K - $4.23K
|
16.6K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
198+ 1.36% |
$3.62K - $3.74K
|
14.8K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
155+ 1.47% |
$2.83K - $2.92K
|
10.7K
$197K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
137+ 1.14% |
$2.5K - $2.59K
|
12.2K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
82+ 0.49% |
$1.5K - $1.55K
|
16.7K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
64+ 1.14% |
$1.17K - $1.21K
|
5.69K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-241- 0.23% |
$4.41K - $4.55K
|
105K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-257- 0.11% |
$4.7K - $4.85K
|
224K
$4.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-264- 0.2% |
$4.83K - $4.98K
|
131K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-336- 3.18% |
$6.14K - $6.34K
|
10.2K
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-536- 33.15% |
$9.8K - $10.1K
|
1.08K
$19.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-729- 5.34% |
$13.3K - $13.8K
|
12.9K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-920- 0.14% |
$16.8K - $17.4K
|
663K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-950- 0.26% |
$17.4K - $17.9K
|
367K
$6.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.19K- 4.41% |
$21.8K - $22.5K
|
25.8K
$474K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.34K- 17.04% |
$24.5K - $25.3K
|
6.53K
$120K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.62K- 0.35% |
$29.7K - $30.6K
|
459K
$8.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.91K- 14.95% |
$53.2K - $55K
|
16.6K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.59K- 0.31% |
$65.5K - $67.6K
|
1.16M
$21.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-3.69K- 2.54% |
$67.5K - $69.6K
|
142K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.97K- 9.11% |
$72.6K - $74.9K
|
39.6K
$728K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-4K- 2.53% |
$73K - $75.4K
|
154K
$2.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-6.5K- 25.49% |
$119K - $123K
|
19K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.52K- 2.39% |
$174K - $180K
|
389K
$7.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-16.8K- 7.56% |
$307K - $317K
|
205K
$3.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-25.4K- 12.76% |
$465K - $480K
|
174K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-28.3K- 19.85% |
$518K - $535K
|
114K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-28.6K- 3.69% |
$522K - $539K
|
746K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36.8K- 56.34% |
$673K - $695K
|
28.5K
$525K
|