Purchases and Sales Made in Q2 2023 in Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.53M+ 320.85% |
$29M - $29.5M
|
2.01M
$38.9M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34M+ 33.9% |
$25.3M - $25.8M
|
5.28M
$102M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.16M+ 208.87% |
$21.9M - $22.3M
|
1.71M
$33.2M
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
804K+ 994.57% |
$15.2M - $15.5M
|
885K
$17.1M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
695K+ 25.4% |
$13.2M - $13.4M
|
3.43M
$66.5M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
548K+ 27.69% |
$10.4M - $10.6M
|
2.53M
$48.9M
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
546KNew |
$10.3M - $10.5M
|
546K
$10.6M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
376K+ 16.74% |
$7.11M - $7.25M
|
2.62M
$50.8M
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
344KNew |
$6.52M - $6.64M
|
344K
$6.67M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
295K+ 15.48% |
$5.58M - $5.69M
|
2.2M
$42.6M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
284K+ 51.5% |
$5.37M - $5.47M
|
835K
$16.2M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
252K+ 5.76% |
$4.77M - $4.86M
|
4.63M
$89.7M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
237K+ 28.37% |
$4.48M - $4.57M
|
1.07M
$20.8M
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
187K+ 1595.25% |
$3.53M - $3.6M
|
198K
$3.84M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
152K+ 170.27% |
$2.87M - $2.93M
|
241K
$4.67M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 8.6% |
$2.82M - $2.87M
|
1.88M
$36.4M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
136K+ 19.35% |
$2.57M - $2.62M
|
836K
$16.2M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
129KNew |
$2.45M - $2.5M
|
129K
$2.51M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
129K+ 26.54% |
$2.43M - $2.48M
|
613K
$11.9M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
127K+ 572.42% |
$2.4M - $2.45M
|
149K
$2.89M
|
|
Jul 20, 2023
Q2 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
112K+ 58.81% |
$2.11M - $2.15M
|
301K
$5.84M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
104K+ 63.04% |
$1.98M - $2.01M
|
270K
$5.23M
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
96.5KNew |
$1.83M - $1.86M
|
96.5K
$1.87M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
84.7KNew |
$1.6M - $1.63M
|
84.7K
$1.64M
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
83.9K+ 22.12% |
$1.59M - $1.62M
|
463K
$8.97M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.2K+ 46.31% |
$1.52M - $1.55M
|
253K
$4.91M
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
79.1K+ 7.7% |
$1.5M - $1.53M
|
1.11M
$21.4M
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
75.2K+ 58.36% |
$1.42M - $1.45M
|
204K
$3.96M
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
67.9K+ 10.61% |
$1.28M - $1.31M
|
708K
$13.7M
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
65K+ 6.58% |
$1.23M - $1.25M
|
1.05M
$20.4M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.6KNew |
$1.18M - $1.21M
|
62.6K
$1.21M
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
59.3K+ 19.3% |
$1.12M - $1.14M
|
366K
$7.1M
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
59.2K+ 3.67% |
$1.12M - $1.14M
|
1.67M
$32.4M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
56.5KNew |
$1.07M - $1.09M
|
56.5K
$1.1M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
51.8K+ 8.28% |
$981K - $1M
|
678K
$13.1M
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
44.7K+ 25.58% |
$846K - $863K
|
220K
$4.26M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44.4K+ 52.6% |
$841K - $857K
|
129K
$2.5M
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
43.5K+ 82.79% |
$822K - $838K
|
95.9K
$1.86M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.7K+ 43.01% |
$770K - $785K
|
135K
$2.62M
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
39.9K+ 131.13% |
$756K - $771K
|
70.4K
$1.36M
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
39.2K+ 2.91% |
$742K - $757K
|
1.39M
$26.9M
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
38.8K+ 7.87% |
$735K - $749K
|
532K
$10.3M
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
38.8KNew |
$734K - $748K
|
38.8K
$751K
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
38.3K+ 13.55% |
$724K - $738K
|
321K
$6.21M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36.3KNew |
$687K - $700K
|
36.3K
$704K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
35.7KNew |
$676K - $689K
|
35.7K
$692K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
31K+ 127.91% |
$586K - $598K
|
55.2K
$1.07M
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
30.7K+ 5.59% |
$582K - $593K
|
580K
$11.2M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.3K+ 25.49% |
$573K - $584K
|
149K
$2.89M
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
29.3K+ 1.82% |
$555K - $566K
|
1.64M
$31.8M
|