Purchases and Sales Made in Q1 2023 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELD 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
|
- |
10.9M+ 716.17% |
$217M - $222M
|
12.4M
$257M
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.91M+ 1080.23% |
$138M - $141M
|
7.55M
$156M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.66M+ 47.41% |
$33.1M - $33.8M
|
5.15M
$107M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.24M+ 106.65% |
$24.7M - $25.2M
|
2.4M
$49.7M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.09M+ 26.4% |
$21.8M - $22.3M
|
5.24M
$108M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
956K+ 32.46% |
$19.1M - $19.5M
|
3.9M
$80.8M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
616K+ 68482.89% |
$12.3M - $12.6M
|
617K
$12.8M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
458KNew |
$9.16M - $9.34M
|
458K
$9.5M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
353K+ 408.78% |
$7.06M - $7.2M
|
440K
$9.11M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
350K+ 118.8% |
$6.99M - $7.13M
|
644K
$13.3M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
294KNew |
$5.87M - $5.99M
|
294K
$6.09M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
265K+ 8.03% |
$5.29M - $5.4M
|
3.56M
$73.7M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
261K+ 18.55% |
$5.21M - $5.31M
|
1.67M
$34.5M
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
255K+ 99.05% |
$5.09M - $5.19M
|
512K
$10.6M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
210K+ 678.51% |
$4.2M - $4.28M
|
241K
$5M
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
189K+ 49.02% |
$3.77M - $3.84M
|
573K
$11.9M
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
163K+ 77.89% |
$3.25M - $3.32M
|
372K
$7.7M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
156K+ 18.69% |
$3.12M - $3.19M
|
993K
$20.6M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
145K+ 18.79% |
$2.89M - $2.95M
|
915K
$19M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
140KNew |
$2.8M - $2.85M
|
140K
$2.9M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
139K+ 42.72% |
$2.78M - $2.84M
|
465K
$9.64M
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
137K+ 116.74% |
$2.75M - $2.8M
|
255K
$5.28M
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
133K+ 78.79% |
$2.67M - $2.72M
|
303K
$6.27M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
128KNew |
$2.56M - $2.62M
|
128K
$2.66M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 125.85% |
$2.5M - $2.55M
|
224K
$4.64M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
125K+ 46.31% |
$2.49M - $2.54M
|
394K
$8.17M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
124K+ 8.58% |
$2.48M - $2.53M
|
1.57M
$32.5M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
117K+ 37.75% |
$2.34M - $2.39M
|
428K
$8.86M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
114K+ 16.3% |
$2.29M - $2.33M
|
816K
$16.9M
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
113K+ 41.18% |
$2.27M - $2.31M
|
389K
$8.06M
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
110KNew |
$2.2M - $2.25M
|
110K
$2.28M
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
109K+ 45.25% |
$2.17M - $2.22M
|
349K
$7.24M
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
104K+ 384.95% |
$2.08M - $2.12M
|
131K
$2.71M
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
88.7K+ 7.05% |
$1.77M - $1.81M
|
1.35M
$27.9M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
87K+ 175.35% |
$1.74M - $1.77M
|
137K
$2.83M
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
86.3K+ 20.96% |
$1.72M - $1.76M
|
498K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
85.2K+ 9.7% |
$1.7M - $1.74M
|
964K
$20M
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
84.9K+ 12.09% |
$1.7M - $1.73M
|
787K
$16.3M
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
83.2K+ 23.68% |
$1.66M - $1.69M
|
434K
$9M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
69K+ 110.03% |
$1.38M - $1.41M
|
132K
$2.73M
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
68.8K+ 6.13% |
$1.37M - $1.4M
|
1.19M
$24.7M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
68.7KNew |
$1.37M - $1.4M
|
68.7K
$1.42M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
67.5K+ 111.93% |
$1.35M - $1.38M
|
128K
$2.65M
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
60.2K+ 13.29% |
$1.2M - $1.23M
|
513K
$10.6M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
59.9K+ 181.83% |
$1.2M - $1.22M
|
92.8K
$1.92M
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
57.3K+ 4.95% |
$1.14M - $1.17M
|
1.21M
$25.1M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.9K+ 109.83% |
$1.14M - $1.16M
|
109K
$2.25M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
51.2K+ 10.84% |
$1.02M - $1.04M
|
524K
$10.9M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
46.7KNew |
$933K - $951K
|
46.7K
$967K
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
46.5K+ 39.52% |
$928K - $947K
|
164K
$3.4M
|