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 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.58K- 1.94% |
$48.8K - $49.7K
|
130K
$2.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.63K- 15.88% |
$49.8K - $50.8K
|
14K
$270K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.66K- 20.05% |
$50.4K - $51.3K
|
10.6K
$206K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.24K- 3.19% |
$61.3K - $62.5K
|
98.3K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.49K- 12.03% |
$66.1K - $67.4K
|
25.6K
$495K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.69K- 18.14% |
$69.8K - $71.2K
|
16.6K
$323K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.19K- 73.28% |
$79.3K - $80.8K
|
1.53K
$29.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-4.32K- 1.71% |
$81.8K - $83.4K
|
249K
$4.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.73K- 6.12% |
$89.5K - $91.2K
|
72.5K
$1.41M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.8K- 11.5% |
$90.8K - $92.6K
|
36.9K
$716K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5K- 8.04% |
$94.6K - $96.5K
|
57.2K
$1.11M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-5.24K- 13.23% |
$99.2K - $101K
|
34.4K
$666K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.72K- 6.97% |
$108K - $110K
|
76.4K
$1.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-6.42K- 8.94% |
$121K - $124K
|
65.4K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.08K- 30.96% |
$134K - $136K
|
15.8K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-7.29K- 3.1% |
$138K - $141K
|
228K
$4.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.52K- 36.56% |
$142K - $145K
|
13K
$253K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-8.46K- 16.49% |
$160K - $163K
|
42.9K
$831K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-13.2K- 7.34% |
$250K - $255K
|
167K
$3.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-14.9K- 13.38% |
$283K - $288K
|
96.7K
$1.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-15.2K- 3.28% |
$287K - $293K
|
448K
$8.68M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.4K- 6.64% |
$310K - $317K
|
231K
$4.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-22.5K- 1.08% |
$426K - $434K
|
2.06M
$40M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-23.7K- 39.25% |
$448K - $457K
|
36.6K
$710K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-26.3K- 3.33% |
$498K - $507K
|
764K
$14.8M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-29.9K- 51.46% |
$566K - $577K
|
28.2K
$547K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-33.2K- 5.39% |
$629K - $641K
|
583K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-50.1K- 27.61% |
$948K - $967K
|
131K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-52.6K- 50.96% |
$995K - $1.01M
|
50.6K
$981K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-60.2K- 8.61% |
$1.14M - $1.16M
|
639K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-87.9K- 8.22% |
$1.66M - $1.7M
|
982K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-295K- 40.55% |
$5.58M - $5.69M
|
432K
$8.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-355K- 25.78% |
$6.72M - $6.85M
|
1.02M
$19.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-499K- 14.91% |
$9.44M - $9.62M
|
2.85M
$55.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-515K- 11.64% |
$9.75M - $9.94M
|
3.91M
$75.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.15M- 91.16% |
$21.7M - $22.2M
|
112K
$2.16M
|