Purchases and Sales Made in Q4 2024 in Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
592K+ 2561.62% |
$11.5M - $11.7M
|
615K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
504K+ 369.48% |
$9.79M - $9.96M
|
641K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
300K+ 2582.14% |
$5.83M - $5.93M
|
312K
$6.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
225K+ 12.19% |
$4.37M - $4.45M
|
2.07M
$40.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
123K+ 35.01% |
$2.39M - $2.44M
|
475K
$9.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
116K+ 11.62% |
$2.25M - $2.29M
|
1.11M
$21.7M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
105K+ 1164.48% |
$2.03M - $2.06M
|
113K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
71.8KNew |
$1.39M - $1.42M
|
71.8K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
71.6KNew |
$1.39M - $1.42M
|
71.6K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
61.5K+ 7.75% |
$1.19M - $1.22M
|
855K
$16.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
58K+ 18.51% |
$1.13M - $1.15M
|
371K
$7.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
50.5KNew |
$981K - $998K
|
50.5K
$982K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
48.6KNew |
$943K - $960K
|
48.6K
$944K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
44.8K+ 14.2% |
$871K - $886K
|
361K
$7.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
36KNew |
$698K - $711K
|
36K
$699K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35.7K+ 26.54% |
$692K - $705K
|
170K
$3.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
34.5K+ 528.42% |
$671K - $683K
|
41.1K
$799K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
32.5K+ 30.85% |
$631K - $642K
|
138K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
29.1K+ 14.78% |
$566K - $576K
|
226K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26.2KNew |
$508K - $517K
|
26.2K
$509K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
23.2KNew |
$450K - $458K
|
23.2K
$451K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
23.1K+ 18.31% |
$448K - $456K
|
149K
$2.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
22.9KNew |
$444K - $452K
|
22.9K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
19.3KNew |
$374K - $381K
|
19.3K
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
18.7KNew |
$363K - $369K
|
18.7K
$363K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18.5K+ 250.86% |
$360K - $366K
|
25.9K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
16.9K+ 7.56% |
$329K - $335K
|
241K
$4.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
14.1KNew |
$275K - $279K
|
14.1K
$275K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
13.9KNew |
$269K - $274K
|
13.9K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
13.6KNew |
$264K - $268K
|
13.6K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
13.4K+ 84.31% |
$260K - $265K
|
29.3K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.2KNew |
$256K - $261K
|
13.2K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.9KNew |
$231K - $235K
|
11.9K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
10.5K+ 15.21% |
$204K - $208K
|
79.7K
$1.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
9.31K+ 5.68% |
$181K - $184K
|
173K
$3.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.37K+ 13.91% |
$163K - $165K
|
68.5K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8.08K+ 4.98% |
$157K - $160K
|
170K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
7.2K+ 6.82% |
$140K - $142K
|
113K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.93KNew |
$135K - $137K
|
6.93K
$135K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.7K+ 1.95% |
$130K - $132K
|
350K
$6.8M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.69K+ 28.91% |
$130K - $132K
|
29.8K
$580K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.32K+ 39.22% |
$123K - $125K
|
22.4K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.4K+ 14.87% |
$105K - $107K
|
41.7K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.67K+ 3.68% |
$90.7K - $92.3K
|
132K
$2.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.93K+ 1.33% |
$76.3K - $77.6K
|
299K
$5.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.31K+ 4.42% |
$64.2K - $65.4K
|
78.1K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.26K+ 2.09% |
$63.2K - $64.3K
|
159K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.53K+ 1.55% |
$49.1K - $49.9K
|
165K
$3.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.5K+ 19.69% |
$48.6K - $49.4K
|
15.2K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.98K+ 6.72% |
$38.5K - $39.2K
|
31.5K
$612K
|