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
|
Souders Financial Advisors
|
BUY
|
- |
350+ 0.2% |
$6.62K - $6.75K
|
179K
$3.46M
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
288+ 3.11% |
$5.45K - $5.56K
|
9.56K
$185K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
271+ 2.28% |
$5.13K - $5.23K
|
12.1K
$235K
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
260+ 0.37% |
$4.92K - $5.02K
|
69.6K
$1.35M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
255+ 1.15% |
$4.82K - $4.92K
|
22.5K
$436K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
251+ 0.36% |
$4.75K - $4.84K
|
69.9K
$1.36M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
117+ 0.82% |
$2.21K - $2.26K
|
14.4K
$280K
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
112+ 0.7% |
$2.12K - $2.16K
|
16.1K
$312K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
88New |
$1.66K - $1.7K
|
88
$1.71K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
67+ 0.21% |
$1.27K - $1.29K
|
32.4K
$628K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
65New |
$1.23K - $1.25K
|
65
$1.26K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
62+ 1.73% |
$1.17K - $1.2K
|
3.65K
$70.7K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59+ 0.88% |
$1.12K - $1.14K
|
6.76K
$131K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$359 - $367
|
19
$368
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
18+ 0.07% |
$341 - $347
|
26K
$504K
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
12+ 0.11% |
$227 - $231
|
10.5K
$204K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
8+ 0.25% |
$151 - $154
|
3.16K
$61.2K
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8+ 0.04% |
$151 - $154
|
17.9K
$347K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1New |
$18.9 - $19.3
|
1
$19.4
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-14- 0.15% |
$265 - $270
|
9.2K
$178K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-14- 0.15% |
$265 - $270
|
9.2K
$178K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-50- 0.12% |
$946 - $965
|
42.6K
$825K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-96- 0.79% |
$1.82K - $1.85K
|
12.1K
$234K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-147- 3.45% |
$2.78K - $2.84K
|
4.12K
$79.8K
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-152- 0.18% |
$2.88K - $2.93K
|
86.2K
$1.67M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-173- 2.06% |
$3.27K - $3.34K
|
8.21K
$159K
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-221- 1.43% |
$4.18K - $4.26K
|
15.2K
$295K
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-226- 0.47% |
$4.28K - $4.36K
|
47.6K
$923K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-266- 1.15% |
$5.03K - $5.13K
|
22.8K
$443K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-310- 2.09% |
$5.87K - $5.98K
|
14.6K
$282K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-475- 1.29% |
$8.99K - $9.16K
|
36.5K
$706K
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-484- 4.56% |
$9.16K - $9.34K
|
10.1K
$196K
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-500- 9.27% |
$9.46K - $9.65K
|
4.9K
$94.9K
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-529- 0.42% |
$10K - $10.2K
|
126K
$2.44M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-734- 3.85% |
$13.9K - $14.2K
|
18.4K
$356K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-793- 4.07% |
$15K - $15.3K
|
18.7K
$363K
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-854- 0.67% |
$16.2K - $16.5K
|
126K
$2.45M
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 8.66% |
$19K - $19.4K
|
10.6K
$206K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.1K- 3.39% |
$20.7K - $21.1K
|
31.2K
$605K
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.1K- 1.31% |
$20.8K - $21.2K
|
83K
$1.61M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.13K- 8.13% |
$21.4K - $21.8K
|
12.8K
$248K
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 2.95% |
$25.8K - $26.3K
|
44.9K
$870K
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.47K- 0.3% |
$27.8K - $28.4K
|
482K
$9.34M
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-1.51K- 9.5% |
$28.5K - $29K
|
14.3K
$278K
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.57K- 0.28% |
$29.7K - $30.2K
|
554K
$10.7M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.61K- 0.23% |
$30.4K - $31K
|
690K
$13.4M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.69K- 14.34% |
$31.9K - $32.5K
|
10.1K
$195K
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.73K- 3.97% |
$32.7K - $33.3K
|
41.8K
$810K
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.81K- 3.26% |
$34.3K - $35K
|
53.8K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.15K- 5.49% |
$40.6K - $41.4K
|
37K
$716K
|