Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.03MNew |
$140M - $152M
|
3.03M
$153M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
192K+ 188.58% |
$8.86M - $9.68M
|
294K
$14.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 18.36% |
$6.97M - $7.61M
|
976K
$49.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
83.8KNew |
$3.86M - $4.22M
|
83.8K
$4.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
72.3K+ 20.06% |
$3.33M - $3.64M
|
433K
$21.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
40K+ 53.64% |
$1.84M - $2.01M
|
115K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38K+ 15.17% |
$1.75M - $1.91M
|
289K
$14.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.3K+ 41.26% |
$1.49M - $1.63M
|
111K
$5.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
27.6KNew |
$1.27M - $1.39M
|
27.6K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.5KNew |
$1.27M - $1.39M
|
27.5K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
26.3KNew |
$1.21M - $1.32M
|
26.3K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23K+ 62.51% |
$1.06M - $1.16M
|
59.8K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
22.1K+ 4.28% |
$1.02M - $1.11M
|
538K
$27.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
19.5K+ 30.61% |
$899K - $981K
|
83.2K
$4.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.3K+ 25.52% |
$613K - $669K
|
65.4K
$3.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
11.1K+ 220.1% |
$511K - $558K
|
16.1K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$491K - $537K
|
10.7K
$539K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.66KNew |
$353K - $385K
|
7.66K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.29K+ 1955.23% |
$336K - $367K
|
7.67K
$387K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.29K+ 1955.23% |
$336K - $367K
|
7.67K
$387K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.29K+ 6.49% |
$336K - $367K
|
120K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
6.56KNew |
$302K - $330K
|
6.56K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.46K+ 4.85% |
$251K - $274K
|
118K
$5.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.91K+ 21.42% |
$226K - $247K
|
27.8K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
4.67KNew |
$215K - $235K
|
4.67K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.12K+ 2.09% |
$190K - $207K
|
201K
$10.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.08KNew |
$188K - $205K
|
4.08K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.21K+ 1.32% |
$148K - $162K
|
247K
$12.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
2.26K+ 10.56% |
$104K - $114K
|
23.7K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 38.16% |
$91.5K - $99.9K
|
7.19K
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.81K+ 29.54% |
$83.2K - $90.8K
|
7.92K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.71K+ 1.64% |
$78.8K - $86K
|
106K
$5.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.35K+ 4.31% |
$62.1K - $67.8K
|
32.6K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.21K+ 50.08% |
$55.7K - $60.9K
|
3.63K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.04K+ 7.21% |
$47.7K - $52.1K
|
15.4K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.03K+ 1.07% |
$47.6K - $52K
|
98.1K
$4.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.02K+ 19.23% |
$47.2K - $51.5K
|
6.35K
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
938+ 49.66% |
$43.2K - $47.2K
|
2.83K
$143K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
853+ 2.82% |
$39.3K - $42.9K
|
31.1K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
827+ 19.45% |
$38.1K - $41.6K
|
5.08K
$257K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
752+ 16.59% |
$34.6K - $37.8K
|
5.28K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
456+ 4.26% |
$21K - $22.9K
|
11.1K
$563K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
348+ 0.32% |
$16K - $17.5K
|
111K
$5.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
297+ 2.77% |
$13.7K - $14.9K
|
11K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
235+ 0.3% |
$10.8K - $11.8K
|
79.1K
$4M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
61+ 0.8% |
$2.81K - $3.07K
|
7.72K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
34+ 0.41% |
$1.57K - $1.71K
|
8.26K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
22New |
$1.01K - $1.11K
|
22
$1.11K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 2.13% |
$46.1 - $50.3
|
48
$2.43K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|