Purchases and Sales Made in Q4 2024 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO INDEX FD TR BULLETSHAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.34MNew |
$24.6M - $25.4M
|
1.34M
$24.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
378K+ 55.02% |
$6.91M - $7.13M
|
1.06M
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
308KNew |
$5.64M - $5.82M
|
308K
$5.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
259KNew |
$4.74M - $4.89M
|
259K
$4.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
238K+ 12.11% |
$4.36M - $4.5M
|
2.21M
$40.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
189KNew |
$3.45M - $3.57M
|
189K
$3.46M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
144KNew |
$2.63M - $2.72M
|
144K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
143K+ 284.19% |
$2.62M - $2.7M
|
193K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
137KNew |
$2.5M - $2.58M
|
137K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
72.7K+ 51.46% |
$1.33M - $1.37M
|
214K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
62.7K+ 22.18% |
$1.15M - $1.18M
|
345K
$6.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
60.4KNew |
$1.1M - $1.14M
|
60.4K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
57.3K+ 32.18% |
$1.05M - $1.08M
|
235K
$4.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29.7KNew |
$542K - $560K
|
29.7K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
24.6K+ 18.81% |
$450K - $464K
|
155K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.9KNew |
$438K - $452K
|
23.9K
$438K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
21.8KNew |
$398K - $411K
|
21.8K
$399K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
21.5K+ 12.17% |
$393K - $406K
|
198K
$3.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
18.9KNew |
$345K - $356K
|
18.9K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
14.5K+ 3.08% |
$265K - $274K
|
487K
$8.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.2KNew |
$259K - $267K
|
14.2K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
14KNew |
$256K - $264K
|
14K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
13.9KNew |
$255K - $263K
|
13.9K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
12.9KNew |
$236K - $243K
|
12.9K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12.6K+ 37.85% |
$231K - $238K
|
46K
$842K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11KNew |
$200K - $207K
|
11K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10.7KNew |
$195K - $201K
|
10.7K
$195K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.81K+ 327.0% |
$179K - $185K
|
12.8K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
9.77K+ 6.34% |
$179K - $184K
|
164K
$3M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.67K+ 43.4% |
$122K - $126K
|
22K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.13K+ 10.21% |
$93.7K - $96.8K
|
55.3K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
4.74K+ 3.76% |
$86.6K - $89.4K
|
131K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.61K+ 1.43% |
$84.2K - $87K
|
326K
$5.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.25K+ 2.65% |
$77.7K - $80.2K
|
164K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.03K+ 25.86% |
$73.7K - $76.1K
|
19.6K
$359K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.01K+ 38.82% |
$73.2K - $75.6K
|
14.3K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.06K+ 2.6% |
$56K - $57.8K
|
121K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.02K+ 6.07% |
$55.1K - $56.9K
|
52.7K
$965K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.99K+ 5.84% |
$54.7K - $56.5K
|
54.3K
$994K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.92KNew |
$53.5K - $55.2K
|
2.92K
$53.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.88K+ 9.6% |
$52.6K - $54.3K
|
32.9K
$602K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.88K+ 20.88% |
$52.6K - $54.3K
|
16.7K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
806+ 3.83% |
$14.7K - $15.2K
|
21.9K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
450New |
$8.23K - $8.49K
|
450
$8.24K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
362+ 0.57% |
$6.62K - $6.83K
|
63.8K
$1.17M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
241+ 0.23% |
$4.41K - $4.55K
|
105K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
137+ 1.14% |
$2.5K - $2.59K
|
12.2K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
82+ 0.49% |
$1.5K - $1.55K
|
16.7K
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-241- 0.23% |
$4.41K - $4.55K
|
105K
$1.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-264- 0.2% |
$4.83K - $4.98K
|
131K
$2.39M
|