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 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.04K- 6.44% |
$40.9K - $41.6K
|
29.6K
$611K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.07K- 0.37% |
$41.6K - $42.4K
|
551K
$11.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-2.07K- 1.35% |
$41.6K - $42.4K
|
152K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.5KClosed |
$50.2K - $51.1K
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.62K- 3.37% |
$52.5K - $53.5K
|
75K
$1.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.78K- 6.9% |
$55.9K - $56.9K
|
37.5K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.8K- 4.09% |
$56.2K - $57.2K
|
65.6K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.43K- 3.42% |
$68.8K - $70.1K
|
96.7K
$2M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-3.45K- 9.91% |
$69.2K - $70.5K
|
31.3K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.64K- 2.73% |
$73.1K - $74.5K
|
130K
$2.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.05K- 2.47% |
$81.3K - $82.8K
|
160K
$3.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4.11K- 0.6% |
$82.6K - $84.1K
|
683K
$14.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-4.16K- 29.85% |
$83.6K - $85.1K
|
9.78K
$202K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.39K- 15.04% |
$88.1K - $89.8K
|
24.8K
$512K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.65K- 2.33% |
$93.3K - $95K
|
195K
$4.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4.93K- 1.61% |
$99.1K - $101K
|
302K
$6.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.13K- 1.87% |
$103K - $105K
|
269K
$5.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5.2K- 28.53% |
$104K - $106K
|
13K
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-5.45K- 2.07% |
$109K - $111K
|
258K
$5.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-5.48K- 19.19% |
$110K - $112K
|
23.1K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-5.77K- 3.1% |
$116K - $118K
|
180K
$3.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.83K- 25.67% |
$117K - $119K
|
16.9K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-6.17K- 1.22% |
$124K - $126K
|
501K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6.2K- 68.3% |
$124K - $127K
|
2.88K
$59.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6.67K- 7.43% |
$134K - $136K
|
83.1K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.71K- 15.23% |
$135K - $137K
|
37.4K
$771K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7.21K- 1.43% |
$145K - $147K
|
496K
$10.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-7.24K- 4.19% |
$145K - $148K
|
166K
$3.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-7.37K- 6.45% |
$148K - $151K
|
107K
$2.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-7.57K- 1.76% |
$152K - $155K
|
422K
$8.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.36K- 0.92% |
$168K - $171K
|
900K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.42K- 24.18% |
$169K - $172K
|
26.4K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-14.3K- 25.0% |
$286K - $291K
|
42.7K
$882K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-15.9K- 6.33% |
$320K - $326K
|
236K
$4.87M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-17.1K- 13.8% |
$344K - $350K
|
107K
$2.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
SELL
|
- |
-19K- 31.67% |
$382K - $389K
|
41K
$847K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-19K- 6.79% |
$382K - $389K
|
261K
$5.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-19.4K- 4.8% |
$389K - $396K
|
385K
$7.94M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-21.4K- 16.95% |
$429K - $437K
|
105K
$2.16M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.4K- 0.38% |
$430K - $438K
|
5.55M
$115M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-21.6K- 6.68% |
$434K - $441K
|
302K
$6.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.6K- 9.03% |
$434K - $442K
|
218K
$4.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-21.8K- 35.8% |
$439K - $447K
|
39.2K
$809K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-24K- 11.32% |
$482K - $491K
|
188K
$3.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-28.4K- 45.5% |
$571K - $581K
|
34.1K
$703K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-30.1K- 15.62% |
$604K - $615K
|
162K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31.2K- 5.73% |
$627K - $638K
|
513K
$10.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-34.1K- 45.27% |
$685K - $697K
|
41.2K
$851K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34.3K- 4.79% |
$689K - $702K
|
683K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.4K- 18.98% |
$791K - $805K
|
168K
$3.47M
|