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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
28.7KNew |
$543K - $553K
|
28.7K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.9K+ 2.69% |
$528K - $539K
|
1.07M
$20.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27.8K+ 43.6% |
$526K - $537K
|
91.6K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
27.4KNew |
$518K - $529K
|
27.4K
$531K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.6KNew |
$504K - $514K
|
26.6K
$516K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
26.3K+ 63.22% |
$498K - $507K
|
67.9K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25K+ 46.45% |
$474K - $483K
|
79K
$1.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
24.7K+ 3.89% |
$467K - $477K
|
659K
$12.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
24.3K+ 4346.43% |
$461K - $470K
|
24.9K
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.3K+ 161.54% |
$460K - $469K
|
39.4K
$763K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23.3K+ 8.43% |
$440K - $449K
|
299K
$5.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
21.6K+ 88.26% |
$409K - $417K
|
46.1K
$894K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
20.4K+ 7.01% |
$386K - $394K
|
311K
$6.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
20.2K+ 72.45% |
$383K - $391K
|
48.2K
$934K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
19.6K+ 8.87% |
$371K - $379K
|
241K
$4.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.4K+ 77.21% |
$348K - $355K
|
42.3K
$819K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.7KNew |
$335K - $341K
|
17.7K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17.7K+ 220.63% |
$334K - $341K
|
25.7K
$498K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
17.2K+ 1.21% |
$325K - $331K
|
1.44M
$27.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.1K+ 125.94% |
$324K - $331K
|
30.8K
$596K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
17.1KNew |
$324K - $331K
|
17.1K
$332K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.1K+ 11.56% |
$324K - $331K
|
165K
$3.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
16.5KNew |
$313K - $319K
|
16.5K
$320K
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
16.3K+ 4.27% |
$309K - $315K
|
400K
$7.75M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
16.1K+ 7.79% |
$305K - $311K
|
223K
$4.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16K+ 17.28% |
$303K - $308K
|
109K
$2.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
15.7K+ 5.47% |
$296K - $302K
|
302K
$5.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.6K+ 129.06% |
$295K - $300K
|
27.6K
$536K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15.1KNew |
$285K - $291K
|
15.1K
$292K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
15K+ 6.45% |
$283K - $288K
|
247K
$4.78M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
14.6K+ 3.66% |
$276K - $281K
|
413K
$8M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.9K+ 62.0% |
$263K - $268K
|
36.3K
$704K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
13KNew |
$246K - $251K
|
13K
$252K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
13K+ 98.94% |
$246K - $250K
|
26.1K
$506K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
12.5KNew |
$236K - $240K
|
12.5K
$242K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12KNew |
$228K - $232K
|
12K
$233K
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
11.9K+ 4.79% |
$226K - $230K
|
261K
$5.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.8K+ 21.98% |
$223K - $227K
|
65.4K
$1.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
11.5K+ 5.84% |
$217K - $221K
|
208K
$4.03M
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
11.2KNew |
$212K - $216K
|
11.2K
$217K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
11.2K+ 25.98% |
$212K - $216K
|
54.4K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
11K+ 3.97% |
$208K - $212K
|
288K
$5.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
11K+ 10.9% |
$208K - $212K
|
112K
$2.17M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10.3KNew |
$195K - $198K
|
10.3K
$199K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.75K+ 3.1% |
$166K - $169K
|
292K
$5.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
8.51K+ 6.21% |
$161K - $164K
|
146K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.51K+ 20.48% |
$161K - $164K
|
50K
$970K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
8.5K+ 7.99% |
$161K - $164K
|
115K
$2.22M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.95K+ 4.86% |
$150K - $153K
|
171K
$3.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.51K+ 2.52% |
$142K - $145K
|
305K
$5.91M
|