Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
647New |
$13.6K - $13.7K
|
647
$13.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
642+ 43.0% |
$13.5K - $13.6K
|
2.14K
$45K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
548+ 0.46% |
$11.5K - $11.6K
|
121K
$2.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
542+ 61.45% |
$11.4K - $11.5K
|
1.42K
$30K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
542+ 3.05% |
$11.4K - $11.5K
|
18.3K
$386K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
520New |
$10.9K - $11K
|
520
$11K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
511+ 0.82% |
$10.7K - $10.8K
|
62.6K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
495+ 41.67% |
$10.4K - $10.5K
|
1.68K
$35.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
479New |
$10.1K - $10.2K
|
479
$10.1K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
479+ 4.34% |
$10.1K - $10.2K
|
11.5K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
455+ 3.25% |
$9.56K - $9.66K
|
14.5K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
400+ 16.73% |
$8.4K - $8.49K
|
2.79K
$58.8K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
400+ 17.26% |
$8.4K - $8.49K
|
2.72K
$57.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
332+ 2.74% |
$6.98K - $7.05K
|
12.4K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
308+ 334.78% |
$6.47K - $6.54K
|
400
$8.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
300New |
$6.3K - $6.37K
|
300
$6.32K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
294+ 2.64% |
$6.18K - $6.24K
|
11.5K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
209+ 1.18% |
$4.39K - $4.44K
|
17.9K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
206+ 0.49% |
$4.33K - $4.37K
|
42K
$885K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
194+ 1.87% |
$4.08K - $4.12K
|
10.5K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
183New |
$3.84K - $3.89K
|
183
$3.86K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
122New |
$2.56K - $2.59K
|
122
$2.57K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
115+ 0.62% |
$2.42K - $2.44K
|
18.7K
$394K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
107+ 1.0% |
$2.25K - $2.27K
|
10.8K
$227K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
99+ 0.04% |
$2.08K - $2.1K
|
254K
$5.35M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
96+ 26.3% |
$2.02K - $2.04K
|
461
$9.72K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
63+ 0.31% |
$1.32K - $1.34K
|
20.2K
$426K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
52+ 2.0% |
$1.09K - $1.1K
|
2.65K
$55.8K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
50+ 0.26% |
$1.05K - $1.06K
|
19.4K
$409K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
44+ 0.43% |
$924 - $934
|
10.4K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
42+ 0.22% |
$882 - $892
|
18.9K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
31New |
$651 - $658
|
31
$653
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$630 - $637
|
30
$632
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24+ 1.99% |
$504 - $510
|
1.23K
$25.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12New |
$252 - $255
|
12
$253
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
11+ 0.09% |
$231 - $234
|
11.9K
$251K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 1.98% |
$210 - $212
|
515
$10.9K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9+ 2.56% |
$189 - $191
|
361
$7.61K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2New |
$42 - $42.5
|
2
$42.2
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-22- 1.0% |
$462 - $467
|
2.18K
$46K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-39- 0.22% |
$819 - $828
|
17.3K
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-42- 0.27% |
$882 - $892
|
15.6K
$328K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-48- 0.35% |
$1.01K - $1.02K
|
13.7K
$289K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-57- 1.75% |
$1.2K - $1.21K
|
3.2K
$67.4K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-80- 0.05% |
$1.68K - $1.7K
|
158K
$3.33M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-112- 0.5% |
$2.35K - $2.38K
|
22.1K
$467K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-135- 0.46% |
$2.84K - $2.87K
|
28.9K
$609K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-168- 0.04% |
$3.53K - $3.57K
|
438K
$9.24M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-185- 1.48% |
$3.89K - $3.93K
|
12.3K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-276- 1.61% |
$5.8K - $5.86K
|
16.9K
$356K
|