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 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-28- 22.76% |
$1.29K - $1.41K
|
95
$4.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-48- 46.15% |
$2.21K - $2.41K
|
56
$2.81K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-111- 1.86% |
$5.11K - $5.58K
|
5.85K
$293K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-111- 1.86% |
$5.11K - $5.58K
|
5.87K
$294K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-127- 0.75% |
$5.85K - $6.39K
|
16.9K
$846K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-237- 4.26% |
$10.9K - $11.9K
|
5.33K
$267K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-361- 4.59% |
$16.6K - $18.2K
|
7.5K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-395- 5.53% |
$18.2K - $19.9K
|
6.74K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.01K- 11.76% |
$46.6K - $50.9K
|
7.58K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.41K- 1.73% |
$65K - $71K
|
80K
$4.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.56K- 61.88% |
$71.9K - $78.5K
|
961
$48.2K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.32K- 2.71% |
$107K - $117K
|
83.4K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.75K- 81.96% |
$126K - $138K
|
604
$30.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.16K- 75.13% |
$192K - $209K
|
1.38K
$69.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.92K- 2.77% |
$319K - $348K
|
242K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.27K- 1.83% |
$381K - $416K
|
443K
$22.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-35.1K- 14.0% |
$1.62M - $1.77M
|
216K
$10.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-110K- 73.94% |
$5.09M - $5.55M
|
38.9K
$1.95M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.97M- 98.01% |
$137M - $149M
|
60.2K
$3.02M
|