Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.4M+ 50.95% |
$250M - $252M
|
36.9M
$763M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
572KNew |
$11.5M - $11.6M
|
572K
$11.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
550K+ 66.5% |
$11M - $11.1M
|
1.38M
$28.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
515KNew |
$10.3M - $10.4M
|
515K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
464K+ 578.35% |
$9.31M - $9.4M
|
544K
$11.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
438K+ 7.86% |
$8.8M - $8.88M
|
6.02M
$124M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
355K+ 72.39% |
$7.13M - $7.19M
|
846K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
303K+ 7.69% |
$6.08M - $6.13M
|
4.24M
$87.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
298K+ 33.92% |
$5.98M - $6.03M
|
1.18M
$24.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
237K+ 13.48% |
$4.76M - $4.8M
|
1.99M
$41.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
184K+ 36.71% |
$3.7M - $3.74M
|
687K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
175K+ 147.44% |
$3.52M - $3.55M
|
294K
$6.08M
|
|
|
Oct 06, 2023
Q3 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
160KNew |
$3.22M - $3.25M
|
160K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
153K+ 15.72% |
$3.08M - $3.1M
|
1.13M
$23.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
123K+ 19.38% |
$2.47M - $2.49M
|
759K
$15.7M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
115K+ 28.86% |
$2.32M - $2.34M
|
515K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
110K+ 114.05% |
$2.22M - $2.24M
|
207K
$4.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
104K+ 61.39% |
$2.1M - $2.11M
|
275K
$5.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104K+ 11.0% |
$2.08M - $2.1M
|
1.05M
$21.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
98.7KNew |
$1.98M - $2M
|
98.7K
$2.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
98.5K+ 22.48% |
$1.98M - $2M
|
537K
$11.1M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
90K+ 13.79% |
$1.81M - $1.82M
|
742K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
84K+ 42.59% |
$1.69M - $1.7M
|
281K
$5.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71.7K+ 1.66% |
$1.44M - $1.45M
|
4.38M
$90.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.2K+ 26.46% |
$1.41M - $1.42M
|
336K
$6.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
61.6K+ 3.66% |
$1.24M - $1.25M
|
1.74M
$36.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
58.3K+ 21.98% |
$1.17M - $1.18M
|
323K
$6.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
55.5KNew |
$1.11M - $1.12M
|
55.5K
$1.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
55.2K+ 56.63% |
$1.11M - $1.12M
|
153K
$3.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
46.9K+ 33.69% |
$941K - $950K
|
186K
$3.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
41.9K+ 45.66% |
$842K - $849K
|
134K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
40.5K+ 4.73% |
$813K - $820K
|
897K
$18.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
39.3K+ 10.92% |
$789K - $796K
|
399K
$8.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.2K+ 40.8% |
$787K - $794K
|
135K
$2.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38.3K+ 5.17% |
$769K - $776K
|
779K
$16.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
38.2K+ 5.82% |
$766K - $773K
|
694K
$14.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
37.6K+ 6.06% |
$754K - $761K
|
658K
$13.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
37.2KNew |
$747K - $753K
|
37.2K
$770K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
33K+ 25.22% |
$662K - $668K
|
164K
$3.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
27.9K+ 5.47% |
$560K - $565K
|
537K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.7KNew |
$556K - $561K
|
27.7K
$573K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
27.4K+ 3.62% |
$550K - $555K
|
784K
$16.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
27.4K+ 10.82% |
$549K - $554K
|
280K
$5.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
26.8KNew |
$538K - $543K
|
26.8K
$554K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
25.6K+ 22.25% |
$515K - $519K
|
141K
$2.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
25.1K+ 5.28% |
$503K - $508K
|
500K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
25K+ 23.18% |
$502K - $506K
|
133K
$2.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
24.2K+ 4.35% |
$486K - $491K
|
581K
$12M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
23.4K+ 221.58% |
$471K - $475K
|
34K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
21.2K+ 4.36% |
$426K - $429K
|
507K
$10.5M
|