Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.2K- 13.66% |
$24.1K - $24.5K
|
7.58K
$157K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.49K- 2.45% |
$29.9K - $30.3K
|
59.1K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.56K- 1.35% |
$31.4K - $31.8K
|
114K
$2.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.65K- 3.81% |
$33.3K - $33.7K
|
41.7K
$865K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.7K- 2.81% |
$34.2K - $34.7K
|
58.8K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.8K- 0.67% |
$36.1K - $36.6K
|
265K
$5.49M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.9K- 6.06% |
$38.2K - $38.8K
|
29.5K
$610K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.02K- 2.24% |
$40.6K - $41.1K
|
88.1K
$1.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 16.24% |
$42.4K - $43K
|
10.9K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.17K- 12.7% |
$43.6K - $44.3K
|
14.9K
$309K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.18K- 5.77% |
$43.7K - $44.4K
|
35.5K
$735K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.37K- 0.3% |
$47.6K - $48.3K
|
777K
$16.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.51K- 11.58% |
$50.4K - $51.1K
|
19.1K
$396K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.63K- 74.06% |
$52.8K - $53.6K
|
920
$19.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.67K- 4.32% |
$53.6K - $54.4K
|
59K
$1.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.69K- 2.26% |
$54.2K - $55K
|
116K
$2.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.76K- 12.17% |
$55.6K - $56.4K
|
20K
$413K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.77K- 2.07% |
$55.6K - $56.4K
|
131K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-3.19K- 99.97% |
$64.2K - $65.2K
|
1
$20.7
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.22K- 3.34% |
$64.8K - $65.7K
|
93.3K
$1.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.26K- 9.87% |
$65.5K - $66.5K
|
29.8K
$616K
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-3.27K- 16.23% |
$65.7K - $66.7K
|
16.9K
$349K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.08K- 73.69% |
$82K - $83.2K
|
1.46K
$30.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-4.25K- 3.29% |
$85.5K - $86.8K
|
125K
$2.59M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.34K- 0.99% |
$87.2K - $88.5K
|
436K
$9.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.4K- 3.53% |
$88.5K - $89.8K
|
120K
$2.49M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.45K- 11.16% |
$89.5K - $90.8K
|
35.4K
$733K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.46K- 5.07% |
$89.6K - $90.9K
|
83.3K
$1.73M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-4.77K- 11.82% |
$95.8K - $97.2K
|
35.5K
$736K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.06K- 11.24% |
$102K - $103K
|
40K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.21K- 1.77% |
$105K - $106K
|
289K
$5.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-5.47K- 28.54% |
$110K - $112K
|
13.7K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.54K- 6.02% |
$111K - $113K
|
86.4K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.15K- 3.67% |
$124K - $125K
|
162K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.61K- 30.74% |
$133K - $135K
|
14.9K
$309K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.74K- 7.21% |
$136K - $138K
|
86.7K
$1.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.57K- 14.97% |
$152K - $155K
|
43K
$891K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.63K- 25.0% |
$153K - $156K
|
22.9K
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.3K- 1.75% |
$167K - $169K
|
465K
$9.64M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-9.11K- 18.26% |
$183K - $186K
|
40.8K
$845K
|
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-9.53K- 1.86% |
$192K - $194K
|
503K
$10.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.63K- 1.03% |
$194K - $196K
|
923K
$19.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.81K- 30.04% |
$197K - $200K
|
22.9K
$473K
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-10.7K- 4.29% |
$216K - $219K
|
240K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-12.9K- 21.0% |
$260K - $264K
|
48.7K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-15.1K- 3.48% |
$304K - $309K
|
419K
$8.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17K- 1.71% |
$342K - $347K
|
976K
$20.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-20.4K- 1.03% |
$409K - $415K
|
1.96M
$40.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-22.1K- 17.2% |
$444K - $451K
|
106K
$2.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22.6K- 1.36% |
$455K - $462K
|
1.64M
$34M
|