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 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.9K+ 16.03% |
$448K - $456K
|
173K
$3.36M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
23.9K+ 66.82% |
$448K - $456K
|
59.6K
$1.16M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
23.7KNew |
$445K - $453K
|
23.7K
$461K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
23.6K+ 24.56% |
$442K - $450K
|
120K
$2.32M
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
23.3K+ 1.42% |
$437K - $444K
|
1.67M
$32.4M
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
22.2K+ 7.3% |
$417K - $425K
|
327K
$6.36M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
21.6K+ 19.34% |
$406K - $413K
|
133K
$2.59M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20.9K+ 3.41% |
$392K - $399K
|
634K
$12.3M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
20.5K+ 10.48% |
$385K - $392K
|
216K
$4.21M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 23.91% |
$380K - $387K
|
105K
$2.04M
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
20.1KNew |
$376K - $383K
|
20.1K
$390K
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
19K+ 6.11% |
$357K - $363K
|
330K
$6.42M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19K+ 11.49% |
$356K - $363K
|
184K
$3.58M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18.7K+ 33.14% |
$351K - $358K
|
75.3K
$1.46M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
17.4K+ 8.54% |
$327K - $333K
|
222K
$4.31M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.5KNew |
$310K - $316K
|
16.5K
$321K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.4KNew |
$308K - $314K
|
16.4K
$319K
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
16K+ 6.47% |
$300K - $305K
|
263K
$5.11M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.4K+ 36.45% |
$289K - $294K
|
57.7K
$1.12M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
14.9KNew |
$279K - $284K
|
14.9K
$289K
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
14.2K+ 24.89% |
$267K - $272K
|
71.4K
$1.39M
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
14.1KNew |
$264K - $269K
|
14.1K
$274K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
13.5K+ 120.01% |
$253K - $257K
|
24.7K
$480K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.3KNew |
$250K - $255K
|
13.3K
$259K
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
12.7K+ 5.12% |
$238K - $242K
|
261K
$5.07M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11.2K+ 9.6% |
$211K - $214K
|
128K
$2.49M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.9K+ 11.93% |
$205K - $209K
|
103K
$1.99M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.7K+ 38.75% |
$201K - $204K
|
38.3K
$745K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.7K+ 37.95% |
$201K - $204K
|
38.9K
$756K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$199K - $203K
|
10.6K
$206K
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10.2K+ 2.97% |
$192K - $195K
|
355K
$6.89M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10.1KNew |
$190K - $194K
|
10.1K
$197K
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
10.1K+ 5.67% |
$190K - $193K
|
189K
$3.67M
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.1K+ 3.16% |
$190K - $193K
|
331K
$6.43M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
10K+ 66.67% |
$188K - $191K
|
25K
$486K
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
9.63K+ 4.86% |
$181K - $184K
|
208K
$4.04M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.6KNew |
$180K - $183K
|
9.6K
$187K
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.55K+ 26.31% |
$179K - $182K
|
45.9K
$891K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
9.23K+ 26.48% |
$173K - $176K
|
44.1K
$857K
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.99K+ 34.42% |
$168K - $172K
|
35.1K
$682K
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
8.78K+ 0.99% |
$165K - $168K
|
893K
$17.4M
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
8.76K+ 0.61% |
$164K - $167K
|
1.45M
$28.1M
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
8.59K+ 12.29% |
$161K - $164K
|
78.5K
$1.53M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.98K+ 0.32% |
$150K - $152K
|
2.53M
$49.2M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7.95K+ 11.71% |
$149K - $152K
|
75.9K
$1.47M
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
7.57K+ 15.22% |
$142K - $144K
|
57.3K
$1.11M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.38K+ 3.2% |
$138K - $141K
|
238K
$4.63M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
6.74K+ 14.6% |
$126K - $129K
|
52.9K
$1.03M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.67K+ 5.18% |
$125K - $127K
|
136K
$2.63M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6.58K+ 13.16% |
$123K - $126K
|
56.6K
$1.1M
|