Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
52.3K+ 4.64% |
$1.05M - $1.07M
|
1.18M
$24.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
52.1K+ 12.82% |
$1.05M - $1.07M
|
459K
$9.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
50.8K+ 10.03% |
$1.02M - $1.04M
|
557K
$11.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
50.2K+ 104.18% |
$1.01M - $1.03M
|
98.4K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
45K+ 75.17% |
$905K - $921K
|
105K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
42.3KNew |
$849K - $865K
|
42.3K
$873K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.8K+ 8.83% |
$819K - $835K
|
503K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
36.1K+ 15.17% |
$725K - $738K
|
274K
$5.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
33.9K+ 99.41% |
$681K - $693K
|
68K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
33.8K+ 16.62% |
$679K - $691K
|
237K
$4.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
33.3K+ 21.79% |
$668K - $680K
|
186K
$3.84M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
33.1K+ 38.88% |
$664K - $677K
|
118K
$2.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
33.1K+ 32.99% |
$664K - $676K
|
133K
$2.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
32.5K+ 8.07% |
$653K - $666K
|
436K
$8.99M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
32.3KNew |
$649K - $660K
|
32.3K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
31.4K+ 56.82% |
$630K - $642K
|
86.6K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
30.7K+ 34.05% |
$617K - $628K
|
121K
$2.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
30.6K+ 9.55% |
$615K - $626K
|
351K
$7.25M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
30.2KNew |
$606K - $617K
|
30.2K
$623K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
29.3K+ 16.12% |
$588K - $598K
|
211K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
28.1K+ 75.59% |
$565K - $575K
|
65.3K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
27.9K+ 84.09% |
$561K - $571K
|
61.2K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27KNew |
$542K - $552K
|
27K
$558K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.6K+ 43.25% |
$535K - $545K
|
88.2K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
26.5K+ 19.81% |
$532K - $542K
|
160K
$3.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
24.5KNew |
$491K - $500K
|
24.5K
$505K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
24.4KNew |
$491K - $500K
|
24.4K
$504K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
22.3KNew |
$447K - $455K
|
22.3K
$459K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.2K+ 82.27% |
$446K - $454K
|
49.2K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21.6K+ 4.32% |
$434K - $442K
|
522K
$10.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
21.4KNew |
$429K - $437K
|
21.4K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 6.15% |
$414K - $422K
|
356K
$7.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20.2K+ 52.62% |
$406K - $414K
|
58.7K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
20KNew |
$402K - $410K
|
20K
$414K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
19.7KNew |
$395K - $402K
|
19.7K
$406K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
19.6K+ 26.74% |
$394K - $402K
|
93.1K
$1.92M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.4K+ 49.64% |
$389K - $396K
|
58.3K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.8KNew |
$378K - $385K
|
18.8K
$389K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18.4KNew |
$369K - $375K
|
18.4K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18.3K+ 34.6% |
$368K - $375K
|
71.3K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
18.2K+ 7.43% |
$366K - $373K
|
264K
$5.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.2K+ 65.72% |
$365K - $372K
|
45.9K
$947K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17.5K+ 41.1% |
$351K - $357K
|
60K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
17.4KNew |
$350K - $356K
|
17.4K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.1K+ 85.89% |
$342K - $349K
|
36.9K
$762K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
16.9K+ 55.02% |
$340K - $346K
|
47.7K
$984K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
16.2KNew |
$325K - $331K
|
16.2K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16.1K+ 5.76% |
$324K - $330K
|
296K
$6.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.3K+ 39.23% |
$307K - $313K
|
54.3K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
15.2K+ 28.37% |
$305K - $311K
|
68.8K
$1.42M
|