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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4.4K- 27.26% |
$90.6K - $91.1K
|
11.7K
$248K
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-4.47K- 9.88% |
$91.9K - $92.4K
|
40.7K
$859K
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-4.87K- 2.08% |
$100K - $101K
|
229K
$4.84M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.96K- 6.86% |
$102K - $103K
|
67.4K
$1.42M
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.24K- 6.17% |
$108K - $108K
|
79.6K
$1.68M
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-5.5K- 14.09% |
$113K - $114K
|
33.5K
$707K
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5.78K- 1.7% |
$119K - $120K
|
335K
$7.07M
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.99K- 5.61% |
$123K - $124K
|
101K
$2.13M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.45K- 28.39% |
$133K - $134K
|
16.3K
$343K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-6.5K- 5.01% |
$134K - $135K
|
123K
$2.6M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6.55K- 0.38% |
$135K - $136K
|
1.73M
$36.4M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.76K- 40.77% |
$160K - $161K
|
11.3K
$238K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-7.79K- 4.86% |
$160K - $161K
|
153K
$3.22M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.91K- 38.89% |
$163K - $164K
|
12.4K
$262K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-8.1K- 85.26% |
$167K - $168K
|
1.4K
$29.5K
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-8.77K- 17.26% |
$180K - $181K
|
42K
$887K
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-9.4K- 1.82% |
$193K - $195K
|
508K
$10.7M
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-9.83K- 3.84% |
$202K - $204K
|
246K
$5.2M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10K- 30.6% |
$206K - $208K
|
22.8K
$480K
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-10.1K- 8.97% |
$209K - $210K
|
103K
$2.17M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.5K- 15.12% |
$216K - $217K
|
59K
$1.24M
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-10.9K- 4.07% |
$225K - $226K
|
258K
$5.43M
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-11.1K- 13.66% |
$228K - $230K
|
70.1K
$1.48M
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-11.5K- 5.74% |
$237K - $238K
|
189K
$3.98M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-12.4K- 1.92% |
$256K - $257K
|
633K
$13.4M
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-12.5K- 1.21% |
$258K - $260K
|
1.03M
$21.7M
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-13.6K- 14.67% |
$279K - $281K
|
78.9K
$1.66M
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-14.6K- 5.05% |
$301K - $303K
|
275K
$5.81M
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-15K- 3.54% |
$308K - $310K
|
409K
$8.62M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-15.1K- 6.9% |
$311K - $313K
|
204K
$4.3M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.2K- 6.53% |
$375K - $377K
|
261K
$5.5M
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-18.8K- 4.27% |
$386K - $388K
|
420K
$8.86M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-21.4K- 7.94% |
$440K - $442K
|
248K
$5.22M
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-22K- 47.87% |
$453K - $456K
|
24K
$506K
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-24.9K- 8.66% |
$513K - $516K
|
263K
$5.54M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.6K- 24.59% |
$526K - $529K
|
78.4K
$1.65M
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-27.2K- 3.6% |
$559K - $563K
|
728K
$15.3M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-28K- 10.0% |
$575K - $579K
|
251K
$5.3M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.3K- 4.02% |
$582K - $585K
|
675K
$14.2M
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-34.6K- 21.26% |
$713K - $717K
|
128K
$2.7M
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-36K- 8.76% |
$742K - $746K
|
375K
$7.92M
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-37.2K- 10.05% |
$765K - $769K
|
333K
$7.02M
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-61.3K- 20.72% |
$1.26M - $1.27M
|
235K
$4.95M
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-62.3K- 35.03% |
$1.28M - $1.29M
|
115K
$2.44M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-62.8K- 37.3% |
$1.29M - $1.3M
|
106K
$2.23M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-68.4K- 10.08% |
$1.41M - $1.42M
|
610K
$12.9M
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-69.3K- 95.79% |
$1.43M - $1.44M
|
3.05K
$64.2K
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-86.2K- 86.21% |
$1.78M - $1.79M
|
13.8K
$291K
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-86.3K- 29.08% |
$1.78M - $1.79M
|
210K
$4.44M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-95.1K- 11.5% |
$1.96M - $1.97M
|
732K
$15.4M
|