Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.52K+ 3.55% |
$31.2K - $31.5K
|
44.4K
$920K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.52KNew |
$31.2K - $31.5K
|
1.52K
$31.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.52KNew |
$31.2K - $31.5K
|
1.52K
$31.6K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.49K+ 11.24% |
$30.5K - $30.8K
|
14.7K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.45K+ 5.73% |
$29.6K - $30K
|
26.7K
$553K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.25KNew |
$25.6K - $25.9K
|
1.25K
$25.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.23K+ 0.69% |
$25.3K - $25.6K
|
180K
$3.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.23K+ 2.97% |
$25.1K - $25.4K
|
42.6K
$883K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.21K+ 11.21% |
$24.7K - $25K
|
12K
$249K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.16K+ 1.0% |
$23.7K - $24K
|
117K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.13K+ 1.04% |
$23.2K - $23.5K
|
110K
$2.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08K+ 1.37% |
$22.1K - $22.4K
|
79.7K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
1.01K+ 0.95% |
$20.8K - $21K
|
108K
$2.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
971+ 4.61% |
$19.9K - $20.1K
|
22.1K
$457K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
946+ 9.56% |
$19.4K - $19.6K
|
10.8K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
855New |
$17.5K - $17.7K
|
855
$17.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
690+ 1.65% |
$14.1K - $14.3K
|
42.6K
$882K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
657+ 0.59% |
$13.4K - $13.6K
|
113K
$2.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
651+ 1.36% |
$13.3K - $13.5K
|
48.6K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
625New |
$12.8K - $12.9K
|
625
$13K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
577+ 0.17% |
$11.8K - $11.9K
|
339K
$7.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
549+ 1.04% |
$11.2K - $11.4K
|
53.4K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
435+ 1.04% |
$8.9K - $9.01K
|
42.3K
$876K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
409New |
$8.37K - $8.47K
|
409
$8.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
378+ 1.04% |
$7.74K - $7.83K
|
36.7K
$761K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
363+ 1.04% |
$7.43K - $7.52K
|
35.3K
$731K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
355New |
$7.27K - $7.35K
|
355
$7.36K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
353+ 0.43% |
$7.23K - $7.31K
|
81.7K
$1.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
346+ 2.07% |
$7.08K - $7.17K
|
17K
$353K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
343+ 1.36% |
$7.02K - $7.1K
|
25.5K
$529K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
331+ 1.68% |
$6.78K - $6.86K
|
20.1K
$416K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
282+ 0.94% |
$5.77K - $5.84K
|
30.2K
$627K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
200New |
$4.09K - $4.14K
|
200
$4.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 50.0% |
$4.09K - $4.14K
|
600
$12.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
192+ 0.64% |
$3.93K - $3.98K
|
30.1K
$623K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
183+ 0.46% |
$3.75K - $3.79K
|
39.6K
$820K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
175+ 0.24% |
$3.58K - $3.62K
|
73K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
169+ 1.21% |
$3.46K - $3.5K
|
14.1K
$293K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
128+ 21.62% |
$2.62K - $2.65K
|
720
$14.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
126+ 1.26% |
$2.58K - $2.61K
|
10.1K
$209K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
110+ 0.27% |
$2.25K - $2.28K
|
41.4K
$859K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
106+ 0.49% |
$2.17K - $2.2K
|
21.6K
$448K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
83+ 0.55% |
$1.7K - $1.72K
|
15.3K
$316K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
42+ 0.23% |
$860 - $870
|
18K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
40+ 3.77% |
$819 - $828
|
1.1K
$22.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
38+ 0.73% |
$778 - $787
|
5.22K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
38+ 0.36% |
$778 - $787
|
10.5K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
34+ 0.12% |
$696 - $704
|
28.7K
$595K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 5.43% |
$389 - $393
|
369
$7.65K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15+ 0.07% |
$307 - $311
|
21.5K
$446K
|