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 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
746+ 18.11% |
$14K - $14.2K
|
4.87K
$94.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
700+ 1.63% |
$13.1K - $13.4K
|
43.7K
$848K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
620+ 3.85% |
$11.6K - $11.8K
|
16.7K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
461+ 0.93% |
$8.64K - $8.8K
|
49.9K
$967K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
432+ 0.81% |
$8.1K - $8.25K
|
54K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
262+ 0.71% |
$4.91K - $5K
|
37.2K
$721K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
250New |
$4.69K - $4.77K
|
250
$4.85K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
195+ 1.34% |
$3.66K - $3.72K
|
14.8K
$286K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
190New |
$3.56K - $3.63K
|
190
$3.68K
|
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
BUY
|
- |
165+ 0.62% |
$3.09K - $3.15K
|
26.8K
$520K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
125+ 0.32% |
$2.34K - $2.39K
|
39.5K
$766K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
104+ 0.72% |
$1.95K - $1.99K
|
14.5K
$282K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
94+ 0.93% |
$1.76K - $1.79K
|
10.2K
$198K
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
90+ 0.44% |
$1.69K - $1.72K
|
20.6K
$399K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.66% |
$1.31K - $1.34K
|
10.7K
$207K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 0.93% |
$1.18K - $1.2K
|
6.83K
$132K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
46New |
$863 - $878
|
46
$891
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34+ 0.93% |
$638 - $649
|
3.68K
$71.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
21+ 0.02% |
$394 - $401
|
130K
$2.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.02% |
$188 - $191
|
42.9K
$831K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.05% |
$169 - $172
|
19.4K
$377K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8+ 0.04% |
$150 - $153
|
17.9K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$18.8 - $19.1
|
1
$19.4
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$18.8 - $19.1
|
16.7K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 5.26% |
$18.8 - $19.1
|
20
$388
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20- 0.13% |
$375 - $382
|
15.1K
$292K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-51- 0.13% |
$956 - $974
|
38.7K
$751K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-103- 0.68% |
$1.93K - $1.97K
|
15.1K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-160- 1.52% |
$3K - $3.05K
|
10.4K
$201K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-237- 2.82% |
$4.44K - $4.52K
|
8.16K
$158K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-284- 0.91% |
$5.33K - $5.42K
|
30.9K
$599K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-332- 2.32% |
$6.23K - $6.34K
|
14K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-385- 2.44% |
$7.22K - $7.35K
|
15.4K
$298K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-399- 2.13% |
$7.48K - $7.62K
|
18.3K
$355K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 3.18% |
$7.5K - $7.64K
|
12.2K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-435- 0.57% |
$8.16K - $8.3K
|
76K
$1.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-450- 1.17% |
$8.44K - $8.59K
|
37.9K
$734K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-459- 1.42% |
$8.61K - $8.76K
|
31.9K
$619K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-639- 4.79% |
$12K - $12.2K
|
12.7K
$246K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-675- 1.85% |
$12.7K - $12.9K
|
35.8K
$693K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-798- 1.66% |
$15K - $15.2K
|
47.4K
$918K
|
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-825- 5.46% |
$15.5K - $15.7K
|
14.3K
$277K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-956- 0.73% |
$17.9K - $18.3K
|
130K
$2.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-975- 0.57% |
$18.3K - $18.6K
|
171K
$3.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.07K- 3.27% |
$20.1K - $20.5K
|
31.8K
$616K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.17K- 2.75% |
$22K - $22.4K
|
41.4K
$802K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.25K- 2.99% |
$23.5K - $23.9K
|
40.6K
$786K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.28K- 10.6% |
$23.9K - $24.3K
|
10.8K
$208K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.35K- 5.73% |
$25.3K - $25.8K
|
22.2K
$431K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.54K- 1.22% |
$28.8K - $29.3K
|
124K
$2.41M
|