Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.07MNew |
$20M - $20.4M
|
1.07M
$20.7M
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.05M+ 192.76% |
$19.7M - $20.1M
|
1.6M
$31M
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
999KNew |
$18.7M - $19.1M
|
999K
$19.4M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
708K+ 13.41% |
$13.3M - $13.5M
|
5.99M
$116M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
503K+ 768.25% |
$9.43M - $9.6M
|
568K
$11M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
484K+ 10.45% |
$9.07M - $9.24M
|
5.11M
$99.1M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
324K+ 74.97% |
$6.08M - $6.19M
|
756K
$14.7M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
309K+ 16.43% |
$5.79M - $5.9M
|
2.19M
$42.4M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
208K+ 263.65% |
$3.9M - $3.98M
|
287K
$5.57M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
193K+ 41.13% |
$3.62M - $3.69M
|
663K
$12.9M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
188K+ 69.74% |
$3.53M - $3.59M
|
458K
$8.88M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
173K+ 37.36% |
$3.24M - $3.3M
|
636K
$12.3M
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
150K+ 72.16% |
$2.81M - $2.87M
|
358K
$6.94M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
146K+ 17.46% |
$2.73M - $2.78M
|
981K
$19M
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
129K+ 31.21% |
$2.42M - $2.46M
|
542K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
128K+ 52.94% |
$2.39M - $2.44M
|
369K
$7.14M
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
127K+ 12.07% |
$2.38M - $2.42M
|
1.18M
$22.8M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
117K+ 439.66% |
$2.19M - $2.23M
|
144K
$2.78M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
114K+ 6.82% |
$2.14M - $2.18M
|
1.79M
$34.6M
|
|
Oct 17, 2023
Q3 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
82.5K+ 27.37% |
$1.55M - $1.57M
|
384K
$7.44M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78.4K+ 70.3% |
$1.47M - $1.5M
|
190K
$3.68M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
74.7KNew |
$1.4M - $1.43M
|
74.7K
$1.45M
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
73.6K+ 33.49% |
$1.38M - $1.4M
|
293K
$5.68M
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
72.9K+ 12.56% |
$1.37M - $1.39M
|
653K
$12.7M
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
70.9K+ 10.76% |
$1.33M - $1.35M
|
730K
$14.1M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.2K+ 102.58% |
$1.2M - $1.23M
|
127K
$2.46M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
61.1K+ 11.03% |
$1.15M - $1.17M
|
615K
$11.9M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.4K+ 23.86% |
$1.13M - $1.15M
|
314K
$6.08M
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
58.7K+ 25.76% |
$1.1M - $1.12M
|
287K
$5.56M
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
55.2K+ 7.8% |
$1.03M - $1.05M
|
763K
$14.8M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55K+ 6.57% |
$1.03M - $1.05M
|
891K
$17.3M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52KNew |
$975K - $993K
|
52K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
51.4K+ 3.7% |
$963K - $980K
|
1.44M
$27.9M
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
49.6K+ 19.87% |
$930K - $946K
|
299K
$5.8M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
44.4K+ 2.21% |
$832K - $847K
|
2.05M
$39.8M
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
44.1K+ 62.67% |
$827K - $842K
|
115K
$2.22M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
44.1KNew |
$826K - $841K
|
44.1K
$854K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.4K+ 3.96% |
$795K - $809K
|
1.11M
$21.6M
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
41.6K+ 11.35% |
$780K - $794K
|
408K
$7.9M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.5K+ 29.18% |
$740K - $754K
|
175K
$3.39M
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
38.5K+ 7.23% |
$722K - $735K
|
571K
$11.1M
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
33.3K+ 6.9% |
$623K - $635K
|
515K
$9.98M
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
29.9K+ 51.49% |
$561K - $571K
|
88.1K
$1.71M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.8KNew |
$522K - $531K
|
27.8K
$539K
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
26.9K+ 29.13% |
$505K - $514K
|
119K
$2.31M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.3K+ 24.24% |
$493K - $502K
|
135K
$2.61M
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
25.1KNew |
$471K - $479K
|
25.1K
$486K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
24.9K+ 190.58% |
$466K - $474K
|
37.9K
$734K
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
24.5K+ 36.85% |
$460K - $468K
|
91.1K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
24KNew |
$450K - $459K
|
24K
$466K
|