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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.32K+ 12.75% |
$181K - $184K
|
82.5K
$1.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
9.31K+ 5.68% |
$181K - $184K
|
173K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
8.46K+ 75.11% |
$164K - $167K
|
19.7K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.39K+ 4.16% |
$163K - $166K
|
210K
$4.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.37K+ 13.91% |
$163K - $165K
|
68.5K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8.08K+ 4.98% |
$157K - $160K
|
170K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.98K+ 35.14% |
$155K - $158K
|
30.7K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.53K+ 203.76% |
$146K - $149K
|
11.2K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
7.2K+ 6.82% |
$140K - $142K
|
113K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.93KNew |
$135K - $137K
|
6.93K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.7K+ 1.95% |
$130K - $132K
|
350K
$6.85M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.69K+ 28.91% |
$130K - $132K
|
29.8K
$584K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.32K+ 39.22% |
$123K - $125K
|
22.4K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.88K+ 13.15% |
$114K - $116K
|
50.6K
$990K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.85K+ 11.6% |
$114K - $116K
|
56.3K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.84K+ 43.52% |
$113K - $115K
|
19.3K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
5.65K+ 5.52% |
$110K - $112K
|
108K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.5KNew |
$107K - $109K
|
5.5K
$108K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.4K+ 14.87% |
$105K - $107K
|
41.7K
$817K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.02K+ 295.18% |
$97.4K - $99.2K
|
6.72K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.01K+ 14.85% |
$97.3K - $99K
|
38.7K
$759K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5K+ 11.87% |
$97K - $98.7K
|
47.1K
$922K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.99K+ 7.02% |
$96.9K - $98.6K
|
76K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.82K+ 7.31% |
$93.6K - $95.2K
|
70.7K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.67K+ 3.68% |
$90.7K - $92.3K
|
132K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.2K+ 21.23% |
$81.6K - $83K
|
24K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.18K+ 2.01% |
$81.2K - $82.6K
|
212K
$4.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.93K+ 1.33% |
$76.3K - $77.6K
|
299K
$5.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.83K+ 100.45% |
$74.3K - $75.6K
|
7.64K
$149K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
3.63K+ 1.37% |
$70.5K - $71.7K
|
270K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.37K+ 10.82% |
$65.5K - $66.6K
|
34.5K
$676K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.31K+ 4.42% |
$64.2K - $65.4K
|
78.1K
$1.53M
|
|
|
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
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.04KNew |
$58.9K - $60K
|
3.04K
$59.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.02KNew |
$58.7K - $59.7K
|
3.02K
$59.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.86K+ 2.3% |
$55.6K - $56.6K
|
128K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.85K+ 28.14% |
$55.4K - $56.4K
|
13K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.72K+ 5.2% |
$52.8K - $53.7K
|
55K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.53K+ 1.55% |
$49.1K - $49.9K
|
165K
$3.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.5K+ 19.69% |
$48.6K - $49.4K
|
15.2K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.49K+ 2.11% |
$48.3K - $49.2K
|
120K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.46K+ 8.98% |
$47.9K - $48.7K
|
29.9K
$585K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.46K+ 3.53% |
$47.8K - $48.7K
|
72.3K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.19K+ 5.91% |
$42.5K - $43.2K
|
39.2K
$767K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.98K+ 6.72% |
$38.5K - $39.2K
|
31.5K
$617K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.6K+ 0.52% |
$31K - $31.5K
|
307K
$6.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
BUY
|
- |
1.56K+ 1.26% |
$30.3K - $30.8K
|
125K
$2.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.53K+ 46.27% |
$29.8K - $30.3K
|
4.85K
$94.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.48K+ 6.73% |
$28.8K - $29.3K
|
23.5K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.38KNew |
$26.8K - $27.3K
|
1.38K
$27K
|