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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
6.51K+ 22.85% |
$122K - $124K
|
35K
$678K
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.36K+ 16.38% |
$119K - $121K
|
45.2K
$875K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.12KNew |
$115K - $117K
|
6.12K
$119K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
6.12KNew |
$115K - $117K
|
6.12K
$119K
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
6.06K+ 4.16% |
$114K - $116K
|
152K
$2.94M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.88K+ 19.11% |
$110K - $112K
|
36.6K
$710K
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.84K+ 10.73% |
$109K - $111K
|
60.2K
$1.17M
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.83K+ 8.03% |
$109K - $111K
|
78.4K
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.8K+ 16.11% |
$109K - $111K
|
41.8K
$809K
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.59K+ 26.23% |
$105K - $107K
|
26.9K
$521K
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.33K+ 7.66% |
$100K - $102K
|
75K
$1.45M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.28K+ 1.55% |
$98.9K - $101K
|
346K
$6.7M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.17K+ 8.89% |
$97K - $98.7K
|
63.3K
$1.23M
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.13K+ 2.53% |
$96.1K - $97.9K
|
208K
$4.02M
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.99K+ 30.84% |
$93.6K - $95.3K
|
21.2K
$411K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.55K+ 17.48% |
$85.3K - $86.8K
|
30.6K
$592K
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
4.51K+ 1.87% |
$84.5K - $86K
|
246K
$4.76M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.44K+ 19.43% |
$83.2K - $84.7K
|
27.3K
$529K
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.38K+ 42.59% |
$82.1K - $83.6K
|
14.7K
$284K
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
4.05K+ 1.55% |
$75.8K - $77.2K
|
265K
$5.14M
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
4.01K+ 13.98% |
$75.2K - $76.6K
|
32.7K
$634K
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4K+ 28.69% |
$75.1K - $76.4K
|
18K
$348K
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.86K+ 40.39% |
$72.4K - $73.7K
|
13.4K
$260K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.41K+ 2.29% |
$63.9K - $65.1K
|
152K
$2.95M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.39K+ 28.07% |
$63.6K - $64.8K
|
15.5K
$300K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.33K+ 4.92% |
$62.5K - $63.6K
|
71.1K
$1.38M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.32KNew |
$62.2K - $63.3K
|
3.32K
$64.3K
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.19K+ 4.88% |
$59.8K - $60.9K
|
68.6K
$1.33M
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.16K+ 27.83% |
$59.2K - $60.3K
|
14.5K
$281K
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3.03K+ 2.94% |
$56.8K - $57.9K
|
106K
$2.06M
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.65K+ 21.23% |
$49.6K - $50.5K
|
15.1K
$293K
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.55K+ 0.25% |
$47.7K - $48.6K
|
1.03M
$19.9M
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.41K+ 5.14% |
$45.1K - $45.9K
|
49.2K
$954K
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.34K+ 3.82% |
$44K - $44.7K
|
63.6K
$1.23M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.18K+ 8.65% |
$40.9K - $41.7K
|
27.4K
$531K
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.17K+ 4.64% |
$40.7K - $41.4K
|
49K
$949K
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.03K+ 3.02% |
$38.1K - $38.8K
|
69.2K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.01K+ 0.18% |
$37.7K - $38.4K
|
1.1M
$21.3M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.89K+ 3.42% |
$35.4K - $36.1K
|
57.1K
$1.11M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.83K+ 11.54% |
$34.2K - $34.9K
|
17.7K
$342K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.58K+ 6.39% |
$29.5K - $30.1K
|
26.2K
$509K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.44K+ 2.33% |
$26.9K - $27.4K
|
63.1K
$1.22M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.39K+ 1.67% |
$26K - $26.5K
|
84.4K
$1.63M
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.32K+ 10.33% |
$24.7K - $25.2K
|
14.1K
$273K
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.15K+ 2.51% |
$21.6K - $22K
|
47K
$910K
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
1.08K+ 0.86% |
$20.3K - $20.6K
|
127K
$2.47M
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
969+ 10.34% |
$18.2K - $18.5K
|
10.3K
$200K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
844+ 26.71% |
$15.8K - $16.1K
|
4K
$77.6K
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
831+ 0.93% |
$15.6K - $15.9K
|
90.1K
$1.75M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
750+ 7.37% |
$14.1K - $14.3K
|
10.9K
$212K
|