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 |
---|---|---|---|---|---|---|---|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.78K+ 14.17% |
$79.4K - $79.7K
|
30.4K
$0
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.74KNew |
$78.5K - $78.8K
|
3.74K
$0
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.51K+ 6.26% |
$73.6K - $73.9K
|
59.5K
$0
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.27K+ 10.0% |
$68.6K - $68.9K
|
36K
$0
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.1K+ 0.66% |
$65.1K - $65.3K
|
472K
$0
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.6K+ 22.81% |
$54.6K - $54.8K
|
14K
$0
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
2.5KNew |
$52.5K - $52.7K
|
2.5K
$0
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.44K+ 14.22% |
$51.3K - $51.5K
|
19.6K
$0
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.34K+ 18.37% |
$49.1K - $49.3K
|
15.1K
$0
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.33K+ 9.97% |
$48.9K - $49.1K
|
25.7K
$0
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.13K+ 1.92% |
$44.6K - $44.8K
|
113K
$0
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.79K+ 8.45% |
$37.7K - $37.8K
|
23K
$0
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.75KNew |
$36.7K - $36.8K
|
1.75K
$0
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.64K+ 14.97% |
$34.5K - $34.6K
|
12.6K
$0
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.63K+ 3.22% |
$34.3K - $34.4K
|
52.3K
$0
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
1.49K+ 1.76% |
$31.3K - $31.4K
|
86K
$0
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.45K+ 19.83% |
$30.4K - $30.5K
|
8.76K
$0
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.4K+ 2.27% |
$29.5K - $29.6K
|
63.1K
$0
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.25K+ 2.95% |
$26.2K - $26.3K
|
43.5K
$0
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.22K+ 5.92% |
$25.7K - $25.8K
|
21.9K
$0
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.21K+ 3.98% |
$25.3K - $25.4K
|
31.5K
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.2KNew |
$25.2K - $25.3K
|
1.2K
$0
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.2K+ 3.17% |
$25.2K - $25.3K
|
39K
$0
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.17K+ 0.27% |
$24.5K - $24.6K
|
430K
$0
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.16K+ 10.8% |
$24.4K - $24.5K
|
11.9K
$0
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.15K+ 2.54% |
$24.2K - $24.2K
|
46.4K
$0
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.04K+ 6.02% |
$21.8K - $21.8K
|
18.2K
$0
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
953+ 21.91% |
$20K - $20.1K
|
5.3K
$0
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
936+ 0.5% |
$19.7K - $19.7K
|
189K
$0
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
920+ 1.58% |
$19.3K - $19.4K
|
59.3K
$0
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
818+ 0.15% |
$17.2K - $17.2K
|
533K
$0
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
764+ 0.52% |
$16K - $16.1K
|
149K
$0
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
724+ 1.0% |
$15.2K - $15.3K
|
73.2K
$0
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
621+ 8.7% |
$13K - $13.1K
|
7.76K
$0
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
601+ 0.46% |
$12.6K - $12.7K
|
132K
$0
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
590+ 5.92% |
$12.4K - $12.4K
|
10.6K
$0
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
588+ 0.73% |
$12.3K - $12.4K
|
80.9K
$0
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
525+ 0.14% |
$11K - $11.1K
|
385K
$0
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
467+ 0.75% |
$9.81K - $9.84K
|
62.5K
$0
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
400+ 1.1% |
$8.4K - $8.43K
|
36.7K
$0
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
389+ 0.04% |
$8.17K - $8.2K
|
1.02M
$0
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
357+ 0.33% |
$7.5K - $7.53K
|
109K
$0
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
329+ 0.89% |
$6.91K - $6.94K
|
37.2K
$0
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
300+ 2.57% |
$6.3K - $6.32K
|
12K
$0
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
285+ 0.59% |
$5.99K - $6.01K
|
49K
$0
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
249+ 2.05% |
$5.23K - $5.25K
|
12.4K
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
229+ 37.73% |
$4.81K - $4.83K
|
836
$0
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
183+ 0.59% |
$3.84K - $3.86K
|
31.4K
$0
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
175+ 0.6% |
$3.68K - $3.69K
|
29.3K
$0
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78+ 0.59% |
$1.64K - $1.64K
|
13.4K
$0
|