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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.82K- 3.11% |
$177K - $179K
|
275K
$5.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-9.24K- 11.37% |
$185K - $187K
|
72K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.78K- 8.9% |
$196K - $198K
|
100K
$2.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.1K- 5.37% |
$202K - $204K
|
178K
$3.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-10.5K- 11.88% |
$210K - $212K
|
77.6K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-10.9K- 3.76% |
$220K - $222K
|
280K
$5.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-11.7K- 4.25% |
$234K - $237K
|
263K
$5.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.7K- 18.6% |
$255K - $258K
|
55.7K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-13.5K- 1.36% |
$272K - $274K
|
982K
$20.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-13.8K- 27.33% |
$276K - $279K
|
36.6K
$757K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.3K- 1.55% |
$288K - $290K
|
909K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.4K- 1.31% |
$288K - $291K
|
1.09M
$22.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-15.3K- 3.66% |
$308K - $311K
|
404K
$8.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-17.1K- 3.82% |
$342K - $346K
|
430K
$8.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-17.2K- 43.14% |
$346K - $349K
|
22.7K
$469K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-33.9K- 13.77% |
$681K - $687K
|
212K
$4.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-36.9K- 12.77% |
$740K - $747K
|
252K
$5.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-37.9K- 38.29% |
$760K - $767K
|
61K
$1.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-38.8K- 17.52% |
$778K - $785K
|
182K
$3.77M
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-39.3K- 28.17% |
$789K - $796K
|
100K
$2.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-55.6K- 94.58% |
$1.12M - $1.13M
|
3.19K
$65.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-59.2K- 10.03% |
$1.19M - $1.2M
|
531K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-63.9K- 8.18% |
$1.28M - $1.29M
|
717K
$14.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-99.2K- 20.65% |
$1.99M - $2.01M
|
381K
$7.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-113K- 37.0% |
$2.27M - $2.29M
|
192K
$3.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-134K- 8.15% |
$2.69M - $2.71M
|
1.51M
$31.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-181K- 9.22% |
$3.63M - $3.66M
|
1.78M
$36.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-242K- 9.46% |
$4.86M - $4.91M
|
2.32M
$47.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-383K- 48.71% |
$7.69M - $7.75M
|
403K
$8.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-565K- 72.7% |
$11.3M - $11.4M
|
212K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-752K- 88.7% |
$15.1M - $15.2M
|
95.8K
$1.98M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.2M- 97.23% |
$24M - $24.2M
|
34.1K
$704K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.21M- 34.22% |
$24.2M - $24.4M
|
2.32M
$47.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.28M- 53.68% |
$25.6M - $25.8M
|
1.1M
$22.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.73M- 96.8% |
$34.7M - $35M
|
57K
$1.18M
|