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 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.45K+ 3.1% |
$141K - $144K
|
248K
$4.81M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.28K+ 6.63% |
$138K - $140K
|
117K
$2.27M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.07K+ 12.95% |
$134K - $136K
|
61.6K
$1.19M
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.92K+ 12.73% |
$131K - $133K
|
61.3K
$1.19M
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.74K+ 1.44% |
$128K - $130K
|
475K
$9.22M
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.47K+ 3.41% |
$122K - $125K
|
196K
$3.8M
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.29K+ 10.01% |
$100K - $102K
|
58.1K
$1.13M
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.19K+ 2.92% |
$98.2K - $100K
|
183K
$3.55M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.58KNew |
$86.6K - $88.3K
|
4.58K
$88.7K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.21K+ 1.47% |
$79.7K - $81.3K
|
292K
$5.65M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
4.06K+ 0.37% |
$76.8K - $78.3K
|
1.09M
$21.2M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.05K+ 1.2% |
$76.6K - $78.1K
|
341K
$6.6M
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.85K+ 1.94% |
$72.8K - $74.2K
|
202K
$3.92M
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.81K+ 6.07% |
$72.1K - $73.5K
|
66.6K
$1.29M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.78K+ 17.62% |
$71.5K - $72.9K
|
25.2K
$489K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.5K+ 15.99% |
$66.3K - $67.6K
|
25.4K
$492K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.37K+ 6.71% |
$63.8K - $65K
|
53.6K
$1.04M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.35KNew |
$63.4K - $64.6K
|
3.35K
$64.9K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.15K+ 5.72% |
$59.5K - $60.7K
|
58.2K
$1.13M
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.89K+ 16.41% |
$54.7K - $55.7K
|
20.5K
$397K
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.86K+ 1.29% |
$54.1K - $55.2K
|
224K
$4.34M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.82K+ 4.33% |
$53.3K - $54.3K
|
67.8K
$1.31M
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.81K+ 1.14% |
$53.2K - $54.2K
|
249K
$4.83M
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.76K+ 3.95% |
$52.2K - $53.2K
|
72.6K
$1.41M
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.72K+ 1.6% |
$51.5K - $52.5K
|
173K
$3.34M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.54K+ 43.41% |
$48.1K - $49K
|
8.4K
$163K
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.41K+ 5.43% |
$45.6K - $46.5K
|
46.8K
$907K
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.25K+ 5.16% |
$42.6K - $43.4K
|
45.8K
$888K
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.02K+ 4.52% |
$38.3K - $39K
|
46.8K
$907K
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.91K+ 1.83% |
$36.2K - $36.9K
|
106K
$2.06M
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.85K+ 2.04% |
$34.9K - $35.6K
|
92.4K
$1.79M
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.83K+ 59.25% |
$34.7K - $35.3K
|
4.92K
$95.4K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 4.4% |
$34.3K - $35K
|
43K
$834K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.76K+ 5.15% |
$33.3K - $34K
|
36K
$697K
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.66K+ 4.47% |
$31.4K - $32K
|
38.8K
$752K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.59K+ 38.69% |
$30K - $30.6K
|
5.68K
$110K
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.29K+ 4.08% |
$24.4K - $24.8K
|
32.8K
$637K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.07K+ 7.23% |
$20.2K - $20.6K
|
15.8K
$307K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.05K+ 5.7% |
$19.8K - $20.2K
|
19.4K
$376K
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.04K+ 1.18% |
$19.7K - $20K
|
89.3K
$1.73M
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$18.9K - $19.3K
|
1K
$19.4K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
989+ 4.18% |
$18.7K - $19.1K
|
24.7K
$478K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
981+ 0.96% |
$18.6K - $18.9K
|
103K
$2M
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
761+ 0.63% |
$14.4K - $14.7K
|
122K
$2.36M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
715+ 0.15% |
$13.5K - $13.8K
|
470K
$9.11M
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
639+ 5.03% |
$12.1K - $12.3K
|
13.3K
$259K
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
501+ 1.79% |
$9.48K - $9.66K
|
28.5K
$552K
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
500+ 1.36% |
$9.46K - $9.65K
|
37.4K
$724K
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
433+ 0.88% |
$8.19K - $8.35K
|
49.4K
$958K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
401+ 1.16% |
$7.59K - $7.74K
|
34.9K
$676K
|