Purchases and Sales Made in Q3 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 Q3 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 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
18.5K+ 10.21% |
$380K - $382K
|
199K
$4.21M
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
18.3KNew |
$377K - $379K
|
18.3K
$387K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.8K+ 38.4% |
$367K - $369K
|
64.2K
$1.36M
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
17.5K+ 4.06% |
$360K - $362K
|
449K
$9.48M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
17.4K+ 42.36% |
$359K - $361K
|
58.6K
$1.24M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
17.2K+ 2.88% |
$354K - $357K
|
616K
$13M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.5K+ 24.28% |
$340K - $342K
|
84.5K
$1.78M
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 6.75% |
$336K - $338K
|
259K
$5.46M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
16.1K+ 15.28% |
$332K - $334K
|
122K
$2.57M
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
15.9K+ 3.29% |
$327K - $329K
|
499K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
15.8K+ 1.59% |
$326K - $328K
|
1.01M
$21.4M
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
15.3K+ 1.26% |
$315K - $317K
|
1.23M
$25.9M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14KNew |
$288K - $290K
|
14K
$296K
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
13.8K+ 2.16% |
$285K - $286K
|
655K
$13.8M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
12.8KNew |
$264K - $266K
|
12.8K
$271K
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
12.6K+ 0.86% |
$260K - $262K
|
1.48M
$31.3M
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
12.2K+ 6.24% |
$251K - $252K
|
208K
$4.38M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.2K+ 19.94% |
$250K - $252K
|
73.2K
$1.55M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.2K+ 20.11% |
$250K - $252K
|
72.7K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$249K - $250K
|
12.1K
$255K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
12KNew |
$247K - $248K
|
12K
$253K
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
11.9K+ 16.65% |
$246K - $247K
|
83.6K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
11.9KNew |
$244K - $246K
|
11.9K
$251K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
11.9K+ 71.0% |
$244K - $245K
|
28.6K
$603K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
11.4KNew |
$234K - $236K
|
11.4K
$240K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11.1K+ 15.68% |
$229K - $230K
|
82K
$1.73M
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.1KNew |
$228K - $230K
|
11.1K
$234K
|
|
Oct 17, 2023
Q3 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
10.9K+ 1.95% |
$224K - $225K
|
568K
$12M
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
10.2K+ 3.95% |
$209K - $210K
|
267K
$5.64M
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.93K+ 16.19% |
$204K - $206K
|
71.3K
$1.51M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.9K+ 6.4% |
$204K - $205K
|
165K
$3.48M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.83K+ 27.47% |
$202K - $204K
|
45.6K
$964K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.81KNew |
$202K - $203K
|
9.81K
$207K
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
8.84K+ 26.91% |
$182K - $183K
|
41.7K
$881K
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
8.81K+ 18.93% |
$181K - $182K
|
55.3K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.64K+ 1.71% |
$178K - $179K
|
513K
$10.8M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.48K+ 1.7% |
$174K - $175K
|
506K
$10.7M
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.02K+ 30.61% |
$165K - $166K
|
34.2K
$723K
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
7.98K+ 8.69% |
$164K - $165K
|
99.8K
$2.11M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.52K+ 29.96% |
$155K - $156K
|
32.6K
$689K
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.29K+ 10.98% |
$150K - $151K
|
73.7K
$1.56M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.23K+ 1.09% |
$149K - $150K
|
673K
$14.2M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.17KNew |
$148K - $148K
|
7.17K
$151K
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7.1K+ 8.69% |
$146K - $147K
|
88.9K
$1.88M
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
6.98K+ 4.88% |
$144K - $144K
|
150K
$3.16M
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
6.64K+ 5.15% |
$137K - $137K
|
136K
$2.86M
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
6.49K+ 16.23% |
$134K - $134K
|
46.5K
$982K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.48K+ 17.71% |
$133K - $134K
|
43.1K
$909K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.28K+ 8.32% |
$129K - $130K
|
81.8K
$1.73M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.25K+ 1.49% |
$129K - $129K
|
427K
$9.02M
|