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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
15.2K+ 13.02% |
$305K - $311K
|
132K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
14.4K+ 41.19% |
$289K - $294K
|
49.4K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.4KNew |
$288K - $293K
|
14.4K
$296K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
14.2K+ 9.04% |
$285K - $291K
|
171K
$3.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.5K+ 10.19% |
$272K - $277K
|
146K
$3.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
13K+ 6.62% |
$262K - $267K
|
210K
$4.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13KNew |
$262K - $266K
|
13K
$269K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
12.1K+ 33.02% |
$243K - $247K
|
48.6K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12K+ 4.28% |
$242K - $246K
|
293K
$6.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
11.9K+ 814.08% |
$238K - $242K
|
13.3K
$275K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
11.2K+ 79.25% |
$224K - $229K
|
25.3K
$522K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.8KNew |
$217K - $221K
|
10.8K
$224K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.7KNew |
$216K - $220K
|
10.7K
$222K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
10.7KNew |
$215K - $219K
|
10.7K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$214K - $218K
|
10.7K
$220K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
10.5KNew |
$210K - $214K
|
10.5K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.2KNew |
$205K - $208K
|
10.2K
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10KNew |
$201K - $205K
|
10K
$207K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
9.9K+ 9.47% |
$199K - $203K
|
115K
$2.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.71K+ 1.24% |
$195K - $198K
|
794K
$16.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
9.52K+ 2.48% |
$191K - $195K
|
394K
$8.13M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
9.45K+ 5.86% |
$190K - $193K
|
171K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.22K+ 21.81% |
$185K - $188K
|
51.5K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
9.04K+ 7.54% |
$182K - $185K
|
129K
$2.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.75KNew |
$176K - $179K
|
8.75K
$180K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.04K+ 12.74% |
$161K - $164K
|
71.2K
$1.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
7.82K+ 0.62% |
$157K - $160K
|
1.26M
$26.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
7.8K+ 2.87% |
$157K - $160K
|
279K
$5.76M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
7.55K+ 3.82% |
$152K - $154K
|
205K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.35K+ 5.7% |
$148K - $150K
|
136K
$2.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.4K+ 2.35% |
$128K - $131K
|
278K
$5.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.07K+ 51.13% |
$122K - $124K
|
17.9K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
6.02K+ 5.94% |
$121K - $123K
|
107K
$2.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
5.94K+ 3.68% |
$119K - $122K
|
167K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
5.89K+ 284.76% |
$118K - $120K
|
7.95K
$164K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.79K+ 4.11% |
$116K - $118K
|
147K
$3.03M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
5.44K+ 3.39% |
$109K - $111K
|
166K
$3.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.35KNew |
$107K - $109K
|
5.35K
$110K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.23K+ 12.83% |
$105K - $107K
|
46K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.95K+ 15.82% |
$99.4K - $101K
|
36.2K
$748K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.92K+ 28.94% |
$98.8K - $101K
|
21.9K
$453K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4.79K+ 14.25% |
$96.2K - $98K
|
38.4K
$793K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.5K+ 33.33% |
$90.4K - $92K
|
18K
$372K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.24K+ 5.96% |
$85K - $86.6K
|
75.3K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.13K+ 3.89% |
$82.9K - $84.4K
|
110K
$2.28M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.13K+ 31.96% |
$82.8K - $84.4K
|
17K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.08K+ 3.28% |
$81.9K - $83.5K
|
129K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.03K+ 12.32% |
$80.8K - $82.3K
|
36.7K
$758K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.92K+ 11.0% |
$78.8K - $80.2K
|
39.6K
$817K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.84K+ 26.69% |
$77.2K - $78.6K
|
18.2K
$377K
|