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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.58K- 89.74% |
$52.6K - $53K
|
295
$6.12K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.6K- 4.84% |
$53K - $53.4K
|
51.1K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.65K- 3.71% |
$53.9K - $54.3K
|
68.6K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.68K- 1.97% |
$54.5K - $54.9K
|
133K
$2.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3.16K- 64.54% |
$64.4K - $64.9K
|
1.74K
$36K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.27K- 22.76% |
$66.6K - $67.1K
|
11.1K
$230K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.48K- 3.07% |
$71K - $71.5K
|
110K
$2.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.66K- 0.95% |
$74.5K - $75.1K
|
381K
$7.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-4.01K- 25.74% |
$81.8K - $82.4K
|
11.6K
$240K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.3K- 8.85% |
$87.7K - $88.3K
|
44.3K
$919K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.35K- 2.24% |
$88.7K - $89.3K
|
190K
$3.94M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-4.38K- 2.75% |
$89.2K - $89.9K
|
155K
$3.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.68K- 12.18% |
$95.4K - $96.1K
|
33.8K
$700K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-4.97K- 13.72% |
$101K - $102K
|
31.3K
$648K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.02K- 1.66% |
$102K - $103K
|
298K
$6.17M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.15K- 31.81% |
$105K - $106K
|
11K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.3K- 26.47% |
$108K - $109K
|
14.7K
$305K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.38K- 24.44% |
$110K - $110K
|
16.6K
$345K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5.44K- 1.63% |
$111K - $112K
|
328K
$6.8M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-5.75K- 1.15% |
$117K - $118K
|
495K
$10.3M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.53K- 8.67% |
$133K - $134K
|
68.8K
$1.43M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.1K- 9.47% |
$145K - $146K
|
67.9K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-7.99K- 14.78% |
$163K - $164K
|
46.1K
$955K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.01K- 33.33% |
$184K - $185K
|
18K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.5KClosed |
$234K - $236K
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-11.6K- 4.82% |
$237K - $238K
|
229K
$4.76M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.2K- 7.27% |
$249K - $251K
|
156K
$3.23M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-14.7K- 34.42% |
$300K - $302K
|
28K
$581K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-15.3K- 16.63% |
$312K - $314K
|
76.7K
$1.59M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.5K- 1.09% |
$316K - $318K
|
1.41M
$29.2M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-15.6K- 52.72% |
$318K - $320K
|
14K
$290K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-17.4K- 42.17% |
$354K - $357K
|
23.8K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-17.8K- 42.19% |
$364K - $366K
|
24.4K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18.6K- 5.24% |
$380K - $383K
|
337K
$6.98M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-19.5K- 5.97% |
$398K - $401K
|
308K
$6.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-22.2K- 20.74% |
$452K - $455K
|
84.8K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-23.7K- 60.48% |
$483K - $487K
|
15.5K
$321K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-26.5K- 18.06% |
$540K - $544K
|
120K
$2.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-32.1K- 11.9% |
$654K - $659K
|
237K
$4.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-33.3K- 76.89% |
$678K - $683K
|
10K
$207K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-37.8K- 29.31% |
$771K - $776K
|
91.2K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-38K- 6.97% |
$774K - $780K
|
507K
$10.5M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-38.3K- 28.77% |
$781K - $787K
|
94.9K
$1.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-41.2K- 6.03% |
$840K - $846K
|
642K
$13.3M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-44.3K- 23.82% |
$903K - $909K
|
142K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-44.8K- 65.24% |
$913K - $920K
|
23.9K
$495K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-47.6K- 38.7% |
$970K - $977K
|
75.4K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-61.5K- 71.53% |
$1.25M - $1.26M
|
24.5K
$507K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-80.1K- 62.28% |
$1.63M - $1.64M
|
48.5K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-97K- 18.81% |
$1.98M - $1.99M
|
418K
$8.68M
|