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 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.6K+ 0.52% |
$31K - $31.5K
|
307K
$5.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
BUY
|
- |
1.56K+ 1.26% |
$30.3K - $30.8K
|
125K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.53K+ 46.27% |
$29.8K - $30.3K
|
4.85K
$94.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.29K+ 2.21% |
$25K - $25.4K
|
59.4K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
939+ 1.54% |
$18.2K - $18.6K
|
61.9K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
904+ 2.11% |
$17.6K - $17.9K
|
43.7K
$850K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
893+ 3.59% |
$17.3K - $17.6K
|
25.8K
$502K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
797+ 0.08% |
$15.5K - $15.7K
|
1.02M
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
497+ 3.08% |
$9.65K - $9.82K
|
16.6K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
426New |
$8.27K - $8.42K
|
426
$8.29K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
374+ 10.14% |
$7.26K - $7.39K
|
4.06K
$79K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
312+ 1.08% |
$6.06K - $6.17K
|
29.2K
$567K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
185+ 0.75% |
$3.59K - $3.66K
|
25K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
133+ 0.36% |
$2.58K - $2.63K
|
37.3K
$725K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
92+ 0.45% |
$1.79K - $1.82K
|
20.7K
$402K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
42+ 0.18% |
$816 - $830
|
23K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$19.4 - $19.8
|
12.5K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-252- 0.15% |
$4.89K - $4.98K
|
165K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-420- 1.29% |
$8.16K - $8.3K
|
32.2K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-425- 1.38% |
$8.25K - $8.4K
|
30.4K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-495- 1.02% |
$9.61K - $9.78K
|
47.9K
$931K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-769- 1.61% |
$14.9K - $15.2K
|
47.1K
$917K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-924- 1.67% |
$17.9K - $18.3K
|
54.5K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.6K- 0.31% |
$31.1K - $31.7K
|
512K
$9.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.66K- 18.26% |
$32.2K - $32.7K
|
7.42K
$144K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-7.2K- 6.38% |
$140K - $142K
|
106K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-11.6K- 2.96% |
$225K - $229K
|
380K
$7.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-12.7K- 8.02% |
$246K - $251K
|
145K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-13.9K- 15.3% |
$269K - $274K
|
76.7K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-18.8K- 1.19% |
$365K - $371K
|
1.57M
$30.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-21.2K- 6.25% |
$412K - $419K
|
318K
$6.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-21.9K- 3.0% |
$425K - $432K
|
707K
$13.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-22.6K- 17.54% |
$438K - $446K
|
106K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-171K- 38.98% |
$3.33M - $3.39M
|
268K
$5.22M
|