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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-23.4K- 8.68% |
$471K - $478K
|
247K
$5.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-24.6K- 37.3% |
$495K - $502K
|
41.4K
$857K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-29.8K- 66.4% |
$598K - $607K
|
15.1K
$312K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-29.8K- 50.74% |
$598K - $607K
|
28.9K
$598K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-30K- 38.04% |
$603K - $611K
|
48.8K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-30.1K- 21.49% |
$605K - $614K
|
110K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-33K- 34.2% |
$663K - $673K
|
63.4K
$1.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-35K- 14.19% |
$704K - $714K
|
212K
$4.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-35.2K- 6.83% |
$709K - $719K
|
480K
$9.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-36K- 26.71% |
$725K - $735K
|
98.9K
$2.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-39.9K- 24.3% |
$801K - $813K
|
124K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-50K- 18.52% |
$1.01M - $1.02M
|
220K
$4.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-53.9K- 8.36% |
$1.08M - $1.1M
|
590K
$12.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-63.5K- 3.44% |
$1.28M - $1.29M
|
1.78M
$36.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-67.1K- 21.42% |
$1.35M - $1.37M
|
246K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-117K- 40.77% |
$2.35M - $2.39M
|
170K
$3.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-183K- 18.97% |
$3.68M - $3.73M
|
781K
$16.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-464K- 11.62% |
$9.33M - $9.46M
|
3.53M
$73.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-504K- 86.13% |
$10.1M - $10.3M
|
81.2K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-636K- 60.89% |
$12.8M - $13M
|
409K
$8.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.67M- 88.38% |
$134M - $136M
|
878K
$18.2M
|