Purchases and Sales Made in Q1 2024 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELD IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.89K+ 4.14% |
$99.7K - $100K
|
123K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.88K+ 48.32% |
$99.5K - $100K
|
15K
$311K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.88KNew |
$99.4K - $100K
|
4.88K
$101K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.86K+ 5.61% |
$98.9K - $99.7K
|
91.4K
$1.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.6K+ 4.17% |
$93.7K - $94.4K
|
115K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.48K+ 10.72% |
$91.2K - $91.9K
|
46.2K
$959K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4KNew |
$81.5K - $82.1K
|
4K
$82.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.96K+ 12.27% |
$80.8K - $81.4K
|
36.3K
$752K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.49K+ 19.39% |
$71.1K - $71.6K
|
21.5K
$445K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.37K+ 9.26% |
$68.6K - $69.1K
|
39.7K
$823K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.25K+ 3.12% |
$66.3K - $66.7K
|
108K
$2.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.1K+ 27.16% |
$63.1K - $63.6K
|
14.5K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.02KNew |
$61.4K - $61.9K
|
3.02K
$62.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.89K+ 6.89% |
$58.9K - $59.4K
|
44.8K
$929K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.83K+ 4.95% |
$57.6K - $58K
|
60K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.74K+ 14.56% |
$55.9K - $56.3K
|
21.6K
$447K
|
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
2.63K+ 0.33% |
$53.7K - $54.1K
|
810K
$16.8M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.51K+ 2.34% |
$51.2K - $51.6K
|
110K
$2.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.51K+ 5.26% |
$51.1K - $51.5K
|
50.2K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.35K+ 16.92% |
$47.9K - $48.2K
|
16.2K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.27K+ 3.79% |
$46.3K - $46.6K
|
62.3K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.26K+ 3.46% |
$46.1K - $46.4K
|
67.6K
$1.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.17KNew |
$44.2K - $44.5K
|
2.17K
$44.9K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.07K+ 15.58% |
$42.2K - $42.6K
|
15.4K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2KNew |
$40.8K - $41.1K
|
2K
$41.5K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.99K+ 5.32% |
$40.5K - $40.8K
|
39.3K
$816K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.95K+ 4.23% |
$39.8K - $40.1K
|
48.1K
$997K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.93K+ 3.56% |
$39.4K - $39.7K
|
56.3K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.88K+ 375.2% |
$38.2K - $38.5K
|
2.38K
$49.3K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.88K+ 5.08% |
$38.2K - $38.5K
|
38.8K
$804K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.75K+ 2.86% |
$35.7K - $35.9K
|
62.9K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.75K+ 6.79% |
$35.7K - $35.9K
|
27.5K
$570K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.7K+ 2.44% |
$34.6K - $34.9K
|
71.5K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.56K+ 11.95% |
$31.7K - $32K
|
14.6K
$302K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 0.3% |
$31.1K - $31.3K
|
505K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 8.5% |
$26.8K - $27K
|
16.8K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.31K+ 7.5% |
$26.8K - $27K
|
18.8K
$390K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.29K+ 6.89% |
$26.3K - $26.5K
|
20K
$415K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.29K+ 7.73% |
$26.2K - $26.4K
|
17.9K
$372K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.29K+ 7.32% |
$26.2K - $26.4K
|
18.8K
$391K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.25K+ 3.19% |
$25.6K - $25.7K
|
40.6K
$841K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.19K+ 1.43% |
$24.2K - $24.3K
|
84.3K
$1.75M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.17K+ 1.79% |
$23.7K - $23.9K
|
66.2K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 0.88% |
$23.2K - $23.4K
|
131K
$2.71M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.09K+ 84.47% |
$22.2K - $22.3K
|
2.38K
$49.3K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.08K+ 2.87% |
$21.9K - $22.1K
|
38.6K
$800K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.01K+ 0.95% |
$20.6K - $20.8K
|
108K
$2.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1K+ 1.87% |
$20.4K - $20.6K
|
54.7K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
962+ 0.87% |
$19.6K - $19.7K
|
111K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
948+ 0.77% |
$19.3K - $19.5K
|
124K
$2.57M
|