Purchases and Sales Made in Q2 2024 in Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO EX-TRADED SELF INDX FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
217K+ 35.82% |
$9.8M - $10.4M
|
824K
$40.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
202K+ 413.01% |
$9.1M - $9.62M
|
251K
$12.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
123K+ 52.08% |
$5.57M - $5.88M
|
360K
$17.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
110KNew |
$4.98M - $5.26M
|
110K
$5.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.4K+ 26.12% |
$4.21M - $4.45M
|
451K
$22.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
53.5K+ 37.17% |
$2.41M - $2.55M
|
197K
$9.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.7K+ 165.02% |
$1.97M - $2.08M
|
70.2K
$3.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
38.9K+ 35.2% |
$1.75M - $1.85M
|
149K
$7.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.2K+ 46.14% |
$1.45M - $1.54M
|
102K
$5.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
24.8K+ 5.05% |
$1.12M - $1.18M
|
516K
$25.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.4K+ 37.51% |
$964K - $1.02M
|
78.4K
$3.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
17.2K+ 21.54% |
$776K - $820K
|
97.1K
$4.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
16.6K+ 7.28% |
$747K - $790K
|
244K
$12.1M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 74.35% |
$708K - $749K
|
36.8K
$1.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14.4KNew |
$648K - $685K
|
14.4K
$710K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.9K+ 33.04% |
$584K - $617K
|
52.1K
$2.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
7.6KNew |
$343K - $362K
|
7.6K
$375K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.67K+ 9.24% |
$301K - $318K
|
78.9K
$3.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.65K+ 163.28% |
$300K - $317K
|
10.7K
$529K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.11KNew |
$276K - $291K
|
6.11K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
5.96KNew |
$269K - $284K
|
5.96K
$294K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.33KNew |
$240K - $254K
|
5.33K
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.21KNew |
$235K - $248K
|
5.21K
$257K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
5.04KNew |
$227K - $240K
|
5.04K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.14K+ 22.02% |
$186K - $197K
|
22.9K
$1.13M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.03K+ 936.84% |
$136K - $144K
|
3.35K
$165K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.03K+ 936.84% |
$136K - $144K
|
3.35K
$165K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.82K+ 205.08% |
$127K - $135K
|
4.2K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.46K+ 2.42% |
$111K - $117K
|
104K
$5.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.32K+ 36.99% |
$105K - $111K
|
8.6K
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.28K+ 2.07% |
$103K - $109K
|
112K
$5.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.14K+ 7.6% |
$96.4K - $102K
|
30.3K
$1.49M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.89KNew |
$85.2K - $90K
|
1.89K
$93.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.86K+ 0.75% |
$83.8K - $88.6K
|
249K
$12.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7K+ 5.73% |
$76.4K - $80.8K
|
31.3K
$1.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.32K+ 121.25% |
$59.7K - $63.1K
|
2.42K
$119K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$45.1K - $47.7K
|
1K
$49.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
999+ 0.4% |
$45.1K - $47.6K
|
251K
$12.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
986+ 21.67% |
$44.5K - $47K
|
5.54K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
251+ 5.86% |
$11.3K - $12K
|
4.53K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
236New |
$10.6K - $11.3K
|
236
$11.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
186New |
$8.39K - $8.87K
|
186
$9.19K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
149+ 2.75% |
$6.72K - $7.1K
|
5.56K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
131+ 1.24% |
$5.91K - $6.24K
|
10.7K
$528K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
104New |
$4.69K - $4.96K
|
104
$5.14K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.4% |
$451 - $477
|
2.52K
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$45.1 - $47.7
|
1
$49.4
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15- 0.62% |
$677 - $715
|
2.39K
$118K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-40- 0.52% |
$1.8K - $1.91K
|
7.66K
$378K
|