Purchases and Sales Made in Q1 2023 in Invesco Et Self Idxd Fd Tr Bul (BSCO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCO) 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.15M+ 2.5% |
$23.5M - $23.7M
|
47M
$992M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.11MNew |
$22.6M - $22.9M
|
1.11M
$23.3M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.1M+ 19.71% |
$22.4M - $22.7M
|
6.66M
$140M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
971K+ 60.33% |
$19.9M - $20.1M
|
2.58M
$54.4M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
673K+ 194.65% |
$13.8M - $13.9M
|
1.02M
$21.5M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
515K+ 13.73% |
$10.5M - $10.6M
|
4.27M
$90.1M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
493K+ 45.45% |
$10.1M - $10.2M
|
1.58M
$33.3M
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
493K+ 30.58% |
$10.1M - $10.2M
|
2.11M
$44.4M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
486K+ 11.75% |
$9.94M - $10M
|
4.62M
$97.5M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
402K+ 35.13% |
$8.21M - $8.3M
|
1.55M
$32.6M
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
359K+ 400.13% |
$7.33M - $7.41M
|
449K
$9.46M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
330K+ 251.77% |
$6.74M - $6.81M
|
461K
$9.72M
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
328K+ 63.98% |
$6.7M - $6.77M
|
840K
$17.7M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
313K+ 15.47% |
$6.4M - $6.47M
|
2.34M
$49.3M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
268K+ 304.92% |
$5.48M - $5.53M
|
356K
$7.51M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
234KNew |
$4.79M - $4.84M
|
234K
$4.94M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
216K+ 10.12% |
$4.41M - $4.45M
|
2.35M
$49.5M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
215K+ 88.71% |
$4.39M - $4.43M
|
457K
$9.63M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
192K+ 28.28% |
$3.92M - $3.96M
|
871K
$18.4M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
181K+ 39.12% |
$3.7M - $3.74M
|
645K
$13.6M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
171K+ 2.05% |
$3.49M - $3.52M
|
8.51M
$180M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
170K+ 850.0% |
$3.47M - $3.51M
|
190K
$4.01M
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
165KNew |
$3.37M - $3.4M
|
165K
$3.47M
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
157K+ 23.77% |
$3.21M - $3.24M
|
817K
$17.2M
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
154KNew |
$3.16M - $3.19M
|
154K
$3.26M
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
140K+ 25.43% |
$2.87M - $2.9M
|
692K
$14.6M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
111K+ 36.54% |
$2.27M - $2.29M
|
415K
$8.75M
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
109K+ 37.79% |
$2.23M - $2.25M
|
398K
$8.4M
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
105K+ 25.5% |
$2.15M - $2.18M
|
518K
$10.9M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
101K+ 18.73% |
$2.06M - $2.08M
|
638K
$13.5M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99K+ 12.62% |
$2.02M - $2.05M
|
884K
$18.6M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
98.9K+ 4.13% |
$2.02M - $2.04M
|
2.49M
$52.5M
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
88.5K+ 8.66% |
$1.81M - $1.83M
|
1.11M
$23.4M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
88K+ 18.85% |
$1.8M - $1.82M
|
555K
$11.7M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
82.8K+ 22.57% |
$1.69M - $1.71M
|
450K
$9.48M
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
82.1K+ 7.65% |
$1.68M - $1.7M
|
1.16M
$24.4M
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
81.1K+ 18.33% |
$1.66M - $1.67M
|
523K
$11M
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
80.1K+ 29.91% |
$1.64M - $1.65M
|
348K
$7.33M
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
78.9KNew |
$1.61M - $1.63M
|
78.9K
$1.66M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
78.4KNew |
$1.6M - $1.62M
|
78.4K
$1.65M
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
73.2K+ 7.99% |
$1.5M - $1.51M
|
989K
$20.9M
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
72.8K+ 8.35% |
$1.49M - $1.5M
|
945K
$19.9M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
71KNew |
$1.45M - $1.47M
|
71K
$1.5M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
61.2KNew |
$1.25M - $1.26M
|
61.2K
$1.29M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
60.6KNew |
$1.24M - $1.25M
|
60.6K
$1.28M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.4K+ 9.82% |
$1.23M - $1.25M
|
675K
$14.2M
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
59.3K+ 3.61% |
$1.21M - $1.23M
|
1.7M
$35.9M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
56.4K+ 10.94% |
$1.15M - $1.17M
|
572K
$12.1M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.8K+ 9.27% |
$1.14M - $1.15M
|
657K
$13.9M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
51.1K+ 11.53% |
$1.04M - $1.05M
|
494K
$10.4M
|