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 |
---|---|---|---|---|---|---|---|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
44.8KNew |
$895K - $913K
|
44.8K
$928K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44.4K+ 185.98% |
$887K - $904K
|
68.2K
$1.41M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
44K+ 18.09% |
$879K - $896K
|
287K
$5.95M
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
43.4K+ 52.82% |
$867K - $884K
|
126K
$2.6M
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
43.1K+ 17.9% |
$861K - $878K
|
284K
$5.87M
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
42.6KNew |
$851K - $868K
|
42.6K
$882K
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
40.9K+ 4.49% |
$817K - $834K
|
952K
$19.7M
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
40.4K+ 15.76% |
$807K - $823K
|
297K
$6.14M
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
39.2K+ 7.1% |
$783K - $799K
|
591K
$12.2M
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
36.6K+ 713.84% |
$730K - $745K
|
41.7K
$863K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
35.3KNew |
$706K - $720K
|
35.3K
$732K
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
34.5K+ 323.14% |
$689K - $703K
|
45.1K
$935K
|
|
Apr 17, 2023
Q1 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
33.3K+ 7.78% |
$666K - $679K
|
462K
$9.56M
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
31.2KNew |
$624K - $637K
|
31.2K
$647K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30.1K+ 2331.09% |
$601K - $613K
|
31.4K
$649K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
27.7K+ 5.49% |
$553K - $564K
|
531K
$11M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.2K+ 168.69% |
$544K - $555K
|
43.4K
$899K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26.3KNew |
$526K - $537K
|
26.3K
$546K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
25.4K+ 11.46% |
$507K - $517K
|
247K
$5.11M
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
24.4K+ 22.19% |
$488K - $498K
|
135K
$2.79M
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 5.65% |
$449K - $458K
|
420K
$8.69M
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
21.8K+ 9.55% |
$436K - $445K
|
250K
$5.19M
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
21.5KNew |
$429K - $438K
|
21.5K
$445K
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
BUY
|
- |
21.3K+ 213.23% |
$426K - $434K
|
31.3K
$649K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.3K+ 32.08% |
$426K - $434K
|
87.8K
$1.82M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20.6K+ 19.7% |
$411K - $419K
|
125K
$2.59M
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
20.1KNew |
$402K - $410K
|
20.1K
$417K
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
20K+ 17.03% |
$400K - $408K
|
137K
$2.85M
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
20K+ 11.79% |
$399K - $407K
|
189K
$3.92M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.9KNew |
$398K - $406K
|
19.9K
$413K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19.5K+ 111.11% |
$390K - $397K
|
37K
$767K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19.4KNew |
$388K - $395K
|
19.4K
$402K
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
19.2K+ 17.82% |
$384K - $391K
|
127K
$2.63M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.6K+ 10.37% |
$371K - $379K
|
198K
$4.1M
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
18.5K+ 75.77% |
$370K - $377K
|
42.9K
$889K
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
17.5K+ 22.77% |
$350K - $357K
|
94.5K
$1.96M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.4K+ 7.98% |
$348K - $355K
|
236K
$4.88M
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
17.4K+ 8.42% |
$347K - $354K
|
224K
$4.63M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.3K+ 6.85% |
$346K - $353K
|
270K
$5.59M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
17.1K+ 0.87% |
$343K - $349K
|
1.98M
$41M
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17KNew |
$340K - $347K
|
17K
$352K
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 5.3% |
$328K - $334K
|
326K
$6.75M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16K+ 42.86% |
$319K - $325K
|
53.2K
$1.1M
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
15.4KNew |
$307K - $313K
|
15.4K
$318K
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
15.3K+ 6.08% |
$306K - $312K
|
267K
$5.54M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 1.51% |
$301K - $307K
|
1.02M
$21M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15K+ 2.3% |
$299K - $305K
|
666K
$13.8M
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
14.9KNew |
$298K - $304K
|
14.9K
$309K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.6KNew |
$292K - $298K
|
14.6K
$303K
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
14.4K+ 9.15% |
$287K - $293K
|
172K
$3.55M
|