Purchases and Sales Made in Q4 2024 in Invesco ETF Self Indexed Fd Tr (BSCV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSCV) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF SELF-INDEXED FD TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.45MNew |
$55.2M - $57.6M
|
3.45M
$55.6M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2M+ 119374.84% |
$32M - $33.4M
|
2M
$32.2M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
900KNew |
$14.4M - $15.1M
|
900K
$14.5M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
738K+ 2555.4% |
$11.8M - $12.3M
|
767K
$12.4M
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
412K+ 51.14% |
$6.6M - $6.89M
|
1.22M
$19.6M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
261K+ 141.99% |
$4.18M - $4.36M
|
445K
$7.17M
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
160KNew |
$2.56M - $2.68M
|
160K
$2.58M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
158KNew |
$2.53M - $2.64M
|
158K
$2.54M
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
120KNew |
$1.93M - $2.01M
|
120K
$1.94M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
85.1K+ 26.5% |
$1.36M - $1.42M
|
406K
$6.55M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
81.2K+ 43.73% |
$1.3M - $1.36M
|
267K
$4.3M
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
81K+ 8.31% |
$1.3M - $1.35M
|
1.05M
$17M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
68.4K+ 131.22% |
$1.1M - $1.14M
|
121K
$1.94M
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
66.9K+ 21.16% |
$1.07M - $1.12M
|
383K
$6.17M
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
66.4K+ 918.59% |
$1.06M - $1.11M
|
73.6K
$1.19M
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
65.8K+ 161.01% |
$1.05M - $1.1M
|
107K
$1.72M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
50KNew |
$801K - $836K
|
50K
$806K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
49.4K+ 51.29% |
$791K - $826K
|
146K
$2.35M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.4KNew |
$536K - $559K
|
33.4K
$539K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
29.8KNew |
$477K - $498K
|
29.8K
$480K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
27.5K+ 12.22% |
$441K - $460K
|
253K
$4.07M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.6K+ 9.23% |
$409K - $427K
|
303K
$4.88M
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
25.3K+ 4.37% |
$405K - $423K
|
603K
$9.73M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
23K+ 9.46% |
$368K - $384K
|
266K
$4.29M
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
20.4KNew |
$327K - $341K
|
20.4K
$329K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16.6KNew |
$266K - $278K
|
16.6K
$268K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
15.8K+ 40.22% |
$253K - $264K
|
55.1K
$888K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.7KNew |
$251K - $262K
|
15.7K
$253K
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
15.3KNew |
$245K - $256K
|
15.3K
$247K
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
15.1KNew |
$242K - $253K
|
15.1K
$243K
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
14K+ 13.79% |
$224K - $234K
|
116K
$1.86M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
13.3K+ 10.57% |
$213K - $222K
|
139K
$2.24M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
13KNew |
$208K - $217K
|
13K
$209K
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
11.6K+ 3.26% |
$186K - $195K
|
368K
$5.94M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.2K+ 46.61% |
$163K - $170K
|
32K
$516K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.25K+ 3.87% |
$148K - $155K
|
248K
$4M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.89KNew |
$142K - $149K
|
8.89K
$143K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8.4KNew |
$134K - $140K
|
8.4K
$135K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
7.56K+ 50.22% |
$121K - $126K
|
22.6K
$365K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.86K+ 9.81% |
$93.9K - $98K
|
65.6K
$1.06M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
5.6K+ 32.87% |
$89.7K - $93.6K
|
22.6K
$365K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.3KNew |
$84.9K - $88.6K
|
5.3K
$85.5K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.25K+ 49.72% |
$84.1K - $87.8K
|
15.8K
$255K
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
4.48K+ 0.72% |
$71.8K - $74.9K
|
627K
$10.1M
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.07K+ 13.62% |
$65.2K - $68K
|
34K
$547K
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.57K+ 11.25% |
$41.2K - $43K
|
25.4K
$409K
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.42K+ 3.44% |
$38.8K - $40.5K
|
73K
$1.18M
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.35K+ 0.58% |
$37.7K - $39.3K
|
409K
$6.59M
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.94K+ 2.86% |
$31.1K - $32.4K
|
69.7K
$1.12M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 7.38% |
$21K - $21.9K
|
19.1K
$307K
|