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 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-6.68K- 3.62% |
$133K - $136K
|
178K
$3.69M
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.56K- 14.37% |
$151K - $154K
|
45K
$932K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.4K- 1.6% |
$168K - $171K
|
516K
$10.7M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.53K- 5.38% |
$190K - $194K
|
168K
$3.47M
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-11.1K- 1.4% |
$221K - $225K
|
779K
$16.1M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14K- 13.55% |
$279K - $285K
|
89.2K
$1.85M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-15.7K- 48.39% |
$314K - $320K
|
16.8K
$347K
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-20.1K- 1.21% |
$401K - $409K
|
1.63M
$33.8M
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-26.7K- 16.52% |
$534K - $544K
|
135K
$2.79M
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-37.7K- 32.8% |
$753K - $768K
|
77.2K
$1.6M
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-41.5K- 9.63% |
$830K - $847K
|
390K
$8.08M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50K- 97.1% |
$999K - $1.02M
|
1.49K
$30.9K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-51.3K- 27.29% |
$1.02M - $1.05M
|
137K
$2.83M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-70.5K- 34.55% |
$1.41M - $1.44M
|
133K
$2.76M
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-74K- 36.57% |
$1.48M - $1.51M
|
128K
$2.66M
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-78.9K- 20.11% |
$1.58M - $1.61M
|
313K
$6.49M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-87K- 63.68% |
$1.74M - $1.77M
|
49.6K
$1.03M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-103K- 8.95% |
$2.05M - $2.09M
|
1.04M
$21.6M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-155K- 20.92% |
$3.1M - $3.16M
|
586K
$12.1M
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-236K- 29.98% |
$4.72M - $4.81M
|
551K
$11.4M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-412K- 9.35% |
$8.23M - $8.39M
|
3.99M
$82.7M
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-436K- 95.07% |
$8.71M - $8.88M
|
22.6K
$468K
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.42M- 96.55% |
$28.3M - $28.9M
|
50.6K
$1.05M
|