Purchases and Sales Made in Q4 2024 in Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO SELF-INDEXED FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
313K+ 51.93% |
$6.67M - $6.82M
|
914K
$19.7M
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
206KNew |
$4.39M - $4.49M
|
206K
$4.45M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
180K+ 37.45% |
$3.84M - $3.93M
|
661K
$14.3M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
151KNew |
$3.22M - $3.3M
|
151K
$3.26M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
118KNew |
$2.53M - $2.58M
|
118K
$2.56M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
106KNew |
$2.26M - $2.31M
|
106K
$2.28M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.8K+ 56.71% |
$2.11M - $2.16M
|
273K
$5.9M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
97.2K+ 229.23% |
$2.07M - $2.12M
|
140K
$3.01M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
91.4K+ 220.36% |
$1.95M - $1.99M
|
133K
$2.87M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
81.3K+ 389.12% |
$1.74M - $1.77M
|
102K
$2.21M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
69.8K+ 17.87% |
$1.49M - $1.52M
|
460K
$9.94M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
65.4KNew |
$1.4M - $1.43M
|
65.4K
$1.41M
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
50.2K+ 20.4% |
$1.07M - $1.1M
|
297K
$6.4M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
42.2KNew |
$901K - $921K
|
42.2K
$912K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
29.9KNew |
$637K - $651K
|
29.9K
$645K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.4K+ 1080.89% |
$542K - $554K
|
27.8K
$599K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
23.8K+ 168.1% |
$507K - $519K
|
37.9K
$818K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.8K+ 191.68% |
$507K - $519K
|
36.2K
$781K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.9KNew |
$425K - $434K
|
19.9K
$430K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
17.2KNew |
$367K - $375K
|
17.2K
$371K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
17K+ 21.68% |
$363K - $371K
|
95.4K
$2.06M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
16.4KNew |
$349K - $357K
|
16.4K
$353K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.2KNew |
$345K - $353K
|
16.2K
$349K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
14.1KNew |
$301K - $308K
|
14.1K
$305K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.9KNew |
$298K - $304K
|
13.9K
$301K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.6K+ 51.69% |
$290K - $297K
|
39.9K
$862K
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
13KNew |
$277K - $284K
|
13K
$281K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
12.7KNew |
$272K - $278K
|
12.7K
$275K
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
12KNew |
$257K - $263K
|
12K
$260K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
12K+ 38.85% |
$257K - $262K
|
43K
$927K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$218K - $223K
|
10.2K
$221K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.5KNew |
$160K - $164K
|
7.5K
$162K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.75K+ 28.97% |
$144K - $147K
|
30K
$649K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.14K+ 1.31% |
$110K - $112K
|
397K
$8.58M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.31K+ 15.61% |
$92K - $94.1K
|
31.9K
$689K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.95K+ 6.21% |
$84.3K - $86.1K
|
67.5K
$1.46M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.94K+ 65.18% |
$84.1K - $86K
|
9.99K
$216K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.98KNew |
$42.3K - $43.3K
|
1.98K
$42.8K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.86KNew |
$39.6K - $40.5K
|
1.86K
$40.1K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.83K+ 907.96% |
$38.9K - $39.8K
|
2.03K
$43.7K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.68KNew |
$35.9K - $36.7K
|
1.68K
$36.3K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 81.87% |
$33.7K - $34.5K
|
3.51K
$75.8K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.08K+ 29.25% |
$23K - $23.6K
|
4.77K
$103K
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
626+ 5.8% |
$13.4K - $13.7K
|
11.4K
$246K
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
490+ 2.29% |
$10.5K - $10.7K
|
21.8K
$472K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
373+ 1.73% |
$7.96K - $8.14K
|
21.9K
$472K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
356New |
$7.6K - $7.77K
|
356
$7.69K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
219+ 0.67% |
$4.67K - $4.78K
|
32.9K
$710K
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
177+ 0.57% |
$3.78K - $3.86K
|
31.1K
$671K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
148+ 2.28% |
$3.16K - $3.23K
|
6.64K
$143K
|