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 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-450- 4.11% |
$9.03K - $9.11K
|
10.5K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-500- 1.6% |
$10K - $10.1K
|
30.7K
$635K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-512- 6.17% |
$10.3K - $10.4K
|
7.79K
$161K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-540- 3.27% |
$10.8K - $10.9K
|
16K
$329K
|
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-560- 4.58% |
$11.2K - $11.3K
|
11.7K
$241K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-599- 4.74% |
$12K - $12.1K
|
12K
$249K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-683- 1.16% |
$13.7K - $13.8K
|
58.4K
$1.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-734- 1.62% |
$14.7K - $14.9K
|
44.5K
$919K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-900- 4.71% |
$18.1K - $18.2K
|
18.2K
$376K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-900- 0.45% |
$18.1K - $18.2K
|
199K
$4.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-971- 6.51% |
$19.5K - $19.7K
|
13.9K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.05K- 85.88% |
$21K - $21.2K
|
172
$3.55K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.11K- 2.67% |
$22.4K - $22.6K
|
40.6K
$839K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.15K- 1.82% |
$23.2K - $23.4K
|
62.3K
$1.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-1.18K- 8.63% |
$23.7K - $23.9K
|
12.5K
$258K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.2K- 10.32% |
$24.2K - $24.4K
|
10.5K
$216K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-1.22K- 3.87% |
$24.5K - $24.7K
|
30.3K
$626K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.25K- 6.67% |
$25.1K - $25.3K
|
17.5K
$361K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.3K- 2.01% |
$26K - $26.2K
|
63.1K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.39K- 1.81% |
$27.8K - $28K
|
75.3K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.58K- 5.25% |
$31.8K - $32.1K
|
28.6K
$590K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.59K- 12.26% |
$32K - $32.3K
|
11.4K
$235K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.65K- 6.25% |
$33.1K - $33.4K
|
24.7K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.67K- 2.29% |
$33.4K - $33.7K
|
71.1K
$1.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.81K- 0.76% |
$36.4K - $36.7K
|
238K
$4.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.94K- 1.67% |
$38.9K - $39.2K
|
114K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.04K- 26.95% |
$41K - $41.4K
|
5.54K
$114K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.15K- 1.72% |
$43.1K - $43.5K
|
123K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.42K- 5.65% |
$48.5K - $48.9K
|
40.3K
$832K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.75K- 0.82% |
$55.2K - $55.7K
|
335K
$6.91M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3K- 0.64% |
$60.2K - $60.7K
|
462K
$9.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.47K- 3.72% |
$69.6K - $70.2K
|
89.8K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.48K- 14.9% |
$69.7K - $70.4K
|
19.9K
$410K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.68K- 6.23% |
$73.8K - $74.4K
|
55.4K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.92K- 11.04% |
$78.7K - $79.4K
|
31.6K
$653K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-4K- 23.69% |
$80.2K - $80.9K
|
12.9K
$266K
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.14K- 3.34% |
$83.2K - $83.9K
|
120K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.38K- 9.34% |
$87.9K - $88.7K
|
42.5K
$878K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.57K- 6.82% |
$91.7K - $92.5K
|
62.5K
$1.29M
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-4.61K- 1.19% |
$92.6K - $93.4K
|
384K
$7.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.24K- 4.83% |
$105K - $106K
|
103K
$2.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-5.35K- 3.0% |
$107K - $108K
|
173K
$3.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-6K- 8.89% |
$121K - $122K
|
61.5K
$1.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6.14K- 29.09% |
$123K - $124K
|
15K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6.26K- 0.46% |
$126K - $127K
|
1.36M
$28M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.43K- 28.08% |
$129K - $130K
|
16.5K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-6.49K- 4.65% |
$130K - $131K
|
133K
$2.75M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-7.4K- 15.21% |
$149K - $150K
|
41.3K
$852K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.79K- 1.79% |
$156K - $158K
|
428K
$8.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-8.03K- 3.26% |
$161K - $163K
|
239K
$4.93M
|