Purchases and Sales Made in Q1 2023 in Invesco Et Self Idxd Fd Tr Bul (BSCN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCN) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
24.2K+ 533.28% |
$509K - $511K
|
28.8K
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24K+ 5.76% |
$503K - $505K
|
440K
$0
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
23.9KNew |
$503K - $505K
|
23.9K
$0
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
23.6K+ 22.84% |
$495K - $497K
|
127K
$0
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
23.3KNew |
$489K - $491K
|
23.3K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.8K+ 3.48% |
$479K - $481K
|
679K
$0
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.8K+ 33.15% |
$479K - $481K
|
91.7K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
22.5KNew |
$473K - $474K
|
22.5K
$0
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
22.1K+ 99.51% |
$463K - $465K
|
44.2K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.8KNew |
$458K - $460K
|
21.8K
$0
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
BUY
|
- |
20.5K+ 204.01% |
$431K - $432K
|
30.6K
$0
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20.3KNew |
$426K - $428K
|
20.3K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
20K+ 1.1% |
$419K - $421K
|
1.83M
$0
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.1K+ 17.68% |
$381K - $382K
|
121K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18K+ 2.03% |
$378K - $379K
|
903K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
17.2K+ 0.94% |
$362K - $363K
|
1.85M
$0
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.7KNew |
$350K - $351K
|
16.7K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
16.3K+ 14.07% |
$343K - $344K
|
132K
$0
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16K+ 21.55% |
$336K - $337K
|
90.3K
$0
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
15.2KNew |
$318K - $319K
|
15.2K
$0
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.1KNew |
$316K - $317K
|
15.1K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
14.1K+ 2.26% |
$296K - $297K
|
638K
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
11.8K+ 6.25% |
$249K - $250K
|
201K
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8K+ 4.71% |
$248K - $249K
|
263K
$0
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.5KNew |
$242K - $243K
|
11.5K
$0
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
10.9KNew |
$230K - $230K
|
10.9K
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10.9KNew |
$229K - $230K
|
10.9K
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10.8K+ 35.45% |
$227K - $227K
|
41.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.85K+ 36.05% |
$207K - $208K
|
37.2K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
9.66K+ 78.67% |
$203K - $204K
|
21.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.5K+ 1.29% |
$200K - $200K
|
745K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
8.39K+ 9.53% |
$176K - $177K
|
96.5K
$0
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.86K+ 8.97% |
$165K - $166K
|
95.4K
$0
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
7.84K+ 5.72% |
$165K - $165K
|
145K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
7.36K+ 1.46% |
$155K - $155K
|
510K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.27KNew |
$153K - $153K
|
7.27K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.93K+ 2.4% |
$145K - $146K
|
296K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.84K+ 2.73% |
$144K - $144K
|
258K
$0
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.59K+ 2.14% |
$138K - $139K
|
314K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
6.5K+ 2.57% |
$137K - $137K
|
259K
$0
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.46KNew |
$136K - $136K
|
6.46K
$0
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
6.25K+ 58.43% |
$131K - $132K
|
17K
$0
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
5.92K+ 10.06% |
$124K - $125K
|
64.7K
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.64K+ 1.46% |
$118K - $119K
|
392K
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.4K+ 9.85% |
$113K - $114K
|
60.2K
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.25KNew |
$110K - $111K
|
5.25K
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.25KNew |
$110K - $111K
|
5.25K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.18K+ 4.18% |
$109K - $109K
|
129K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.73K+ 1.28% |
$99.3K - $99.7K
|
374K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.42K+ 13.38% |
$92.9K - $93.2K
|
37.5K
$0
|