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 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
476+ 14.44% |
$9.73K - $9.83K
|
3.77K
$79.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
431+ 410.48% |
$8.81K - $8.9K
|
536
$11.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
335+ 0.71% |
$6.85K - $6.92K
|
47.7K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
304+ 1.52% |
$6.21K - $6.28K
|
20.3K
$428K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
304+ 1.52% |
$6.21K - $6.28K
|
20.3K
$428K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
300+ 42.86% |
$6.13K - $6.2K
|
1K
$21.1K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
116+ 0.33% |
$2.37K - $2.4K
|
34.9K
$735K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.3% |
$899 - $909
|
14.8K
$312K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
43+ 0.05% |
$879 - $888
|
84K
$1.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
31+ 0.04% |
$634 - $640
|
73.1K
$1.54M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
27+ 1.51% |
$552 - $558
|
1.82K
$38.4K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
27+ 1.51% |
$552 - $558
|
1.82K
$38.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14+ 0.71% |
$286 - $289
|
2K
$42.1K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7+ 0.04% |
$143 - $145
|
19K
$401K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 1.03% |
$266 - $268
|
1.25K
$26.4K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-39- 0.23% |
$797 - $805
|
17.3K
$365K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-73- 5.01% |
$1.49K - $1.51K
|
1.39K
$29.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-144- 0.04% |
$2.94K - $2.97K
|
349K
$7.35M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-161- 0.32% |
$3.29K - $3.32K
|
50.2K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-201- 1.35% |
$4.11K - $4.15K
|
14.7K
$310K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-242- 0.11% |
$4.95K - $5K
|
215K
$4.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-300- 2.29% |
$6.13K - $6.2K
|
12.8K
$270K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-353- 0.85% |
$7.22K - $7.29K
|
41.1K
$867K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-382- 1.33% |
$7.81K - $7.89K
|
28.3K
$597K
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-397- 1.41% |
$8.11K - $8.2K
|
27.8K
$586K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-404- 0.27% |
$8.26K - $8.34K
|
148K
$3.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-418- 1.61% |
$8.54K - $8.63K
|
25.6K
$540K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-435- 1.53% |
$8.89K - $8.98K
|
27.9K
$589K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-436- 0.97% |
$8.91K - $9K
|
44.3K
$935K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-462- 3.49% |
$9.44K - $9.54K
|
12.8K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-465- 3.56% |
$9.5K - $9.6K
|
12.6K
$266K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-540- 2.68% |
$11K - $11.2K
|
19.6K
$413K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-559- 0.5% |
$11.4K - $11.5K
|
112K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-714- 6.51% |
$14.6K - $14.7K
|
10.3K
$216K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-732- 6.06% |
$15K - $15.1K
|
11.3K
$239K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-850- 7.59% |
$17.4K - $17.6K
|
10.4K
$218K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-850- 1.93% |
$17.4K - $17.6K
|
43.3K
$912K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-937- 0.89% |
$19.2K - $19.3K
|
104K
$2.19M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-983- 11.15% |
$20.1K - $20.3K
|
7.83K
$165K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1K- 8.13% |
$20.4K - $20.7K
|
11.3K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 2.47% |
$20.4K - $20.7K
|
39.5K
$833K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.07K- 2.08% |
$21.9K - $22.1K
|
50.5K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.09K- 1.4% |
$22.2K - $22.5K
|
76.4K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.16K- 7.07% |
$23.6K - $23.9K
|
15.2K
$321K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.23K- 11.5% |
$25.2K - $25.5K
|
9.5K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.29K- 0.54% |
$26.3K - $26.6K
|
238K
$5.01M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.36K- 8.38% |
$27.8K - $28K
|
14.8K
$313K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.37K- 1.01% |
$28K - $28.3K
|
134K
$2.83M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.39K- 8.18% |
$28.4K - $28.7K
|
15.6K
$329K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.48K- 12.35% |
$30.3K - $30.6K
|
10.5K
$222K
|