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 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.09K+ 18.84% |
$104K - $105K
|
32.1K
$677K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5.04K+ 8.18% |
$103K - $104K
|
66.7K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.03K+ 3.15% |
$103K - $104K
|
165K
$3.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
4.71K+ 26.24% |
$96.2K - $97.2K
|
22.6K
$477K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.5K+ 38.66% |
$92K - $92.9K
|
16.1K
$340K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.4K+ 11.22% |
$89.9K - $90.9K
|
43.6K
$920K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.34K+ 3.44% |
$88.7K - $89.6K
|
130K
$2.75M
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.14K+ 9.06% |
$84.6K - $85.5K
|
49.8K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.81K+ 0.89% |
$77.9K - $78.7K
|
434K
$9.15M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
3.67K+ 0.97% |
$74.9K - $75.7K
|
382K
$8.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.52K+ 7.45% |
$71.8K - $72.6K
|
50.7K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.52K+ 1171.67% |
$71.8K - $72.6K
|
3.82K
$80.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.41KNew |
$69.7K - $70.4K
|
3.41K
$71.9K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
3.06K+ 4.58% |
$62.4K - $63.1K
|
69.7K
$1.47M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.05K+ 26.74% |
$62.4K - $63K
|
14.5K
$305K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.03K+ 6.03% |
$61.8K - $62.5K
|
53.2K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.82K+ 2.49% |
$57.7K - $58.3K
|
116K
$2.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$51.2K - $51.7K
|
2.5K
$52.8K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.38K+ 82.03% |
$48.6K - $49.1K
|
5.28K
$111K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.34K+ 1.26% |
$47.7K - $48.2K
|
188K
$3.96M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.22K+ 9.33% |
$45.4K - $45.8K
|
26K
$549K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.15K+ 1.21% |
$43.9K - $44.4K
|
181K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.11K+ 5.01% |
$43.2K - $43.6K
|
44.3K
$934K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.04K+ 37.1% |
$41.7K - $42.1K
|
7.54K
$159K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
2K+ 8.78% |
$40.9K - $41.3K
|
24.8K
$523K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.96K+ 9.82% |
$40K - $40.4K
|
21.9K
$461K
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
1.92K+ 6.8% |
$39.3K - $39.7K
|
30.2K
$636K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.79K+ 1.27% |
$36.6K - $37K
|
143K
$3.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
1.7K+ 2.0% |
$34.7K - $35.1K
|
86.4K
$1.82M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.67K+ 0.39% |
$34K - $34.4K
|
427K
$9M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.54K+ 1.26% |
$31.4K - $31.7K
|
124K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.47K+ 2.39% |
$30.1K - $30.4K
|
63.2K
$1.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.29K+ 8.25% |
$26.4K - $26.7K
|
16.9K
$357K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.21K+ 7.37% |
$24.7K - $24.9K
|
17.6K
$371K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.14K+ 2.94% |
$23.4K - $23.6K
|
40K
$844K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.09K+ 4.11% |
$22.4K - $22.6K
|
27.7K
$585K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.08K+ 2.91% |
$22.1K - $22.3K
|
38.2K
$805K
|
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
1.08K+ 0.99% |
$22K - $22.2K
|
109K
$2.3M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.02K+ 5.86% |
$20.7K - $21K
|
18.3K
$387K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.01K+ 1.55% |
$20.6K - $20.8K
|
66.2K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.01K+ 4.63% |
$20.5K - $20.8K
|
22.7K
$479K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
970+ 7.7% |
$19.8K - $20K
|
13.6K
$286K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
794New |
$16.2K - $16.4K
|
794
$16.7K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
784+ 3.76% |
$16K - $16.2K
|
21.6K
$456K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
750+ 5.52% |
$15.3K - $15.5K
|
14.3K
$302K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
700+ 1.67% |
$14.3K - $14.5K
|
42.6K
$899K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
600+ 1.49% |
$12.3K - $12.4K
|
40.8K
$861K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
545+ 0.51% |
$11.1K - $11.3K
|
107K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
486+ 1.22% |
$9.93K - $10K
|
40.5K
$853K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
477+ 1.87% |
$9.75K - $9.85K
|
25.9K
$547K
|