Purchases and Sales Made in Q1 2023 in Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR) during Q1 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 |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
23K+ 72.97% |
$434K - $450K
|
54.6K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.7KNew |
$408K - $422K
|
21.7K
$421K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21.6KNew |
$406K - $421K
|
21.6K
$420K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.9K+ 37.17% |
$374K - $388K
|
73.4K
$1.43M
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
19.3K+ 33.12% |
$363K - $377K
|
77.6K
$1.51M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19KNew |
$358K - $371K
|
19K
$370K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
17.8KNew |
$335K - $347K
|
17.8K
$346K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 20.6% |
$328K - $340K
|
102K
$1.98M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.9K+ 49.79% |
$319K - $330K
|
50.9K
$990K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.9K+ 125.64% |
$299K - $310K
|
28.6K
$555K
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.8KNew |
$278K - $288K
|
14.8K
$287K
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
14.2KNew |
$268K - $277K
|
14.2K
$276K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.8K+ 16.06% |
$260K - $270K
|
99.9K
$1.94M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.4K+ 6.32% |
$251K - $261K
|
225K
$4.37M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.2K+ 214.33% |
$248K - $257K
|
19.3K
$375K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1K+ 104.98% |
$246K - $255K
|
25.5K
$496K
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
12.7K+ 10.56% |
$238K - $247K
|
133K
$2.58M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.4KNew |
$233K - $242K
|
12.4K
$241K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.4K+ 12.19% |
$233K - $242K
|
114K
$2.22M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.2KNew |
$230K - $238K
|
12.2K
$237K
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
12.1K+ 4.68% |
$228K - $236K
|
271K
$5.27M
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
12K+ 31.29% |
$226K - $235K
|
50.4K
$981K
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
11.6K+ 15.71% |
$217K - $225K
|
85.1K
$1.65M
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
10.8KNew |
$203K - $211K
|
10.8K
$210K
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
10.7KNew |
$202K - $210K
|
10.7K
$209K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.3KNew |
$193K - $200K
|
10.3K
$199K
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.74K+ 53.15% |
$183K - $190K
|
28.1K
$546K
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.1K+ 58.04% |
$171K - $178K
|
24.8K
$482K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8.64K+ 12.49% |
$163K - $169K
|
77.8K
$1.51M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
8KNew |
$151K - $156K
|
8K
$156K
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
7.48K+ 27.33% |
$141K - $146K
|
34.9K
$678K
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
7.43K+ 3.88% |
$140K - $145K
|
199K
$3.86M
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
6.72K+ 19.0% |
$126K - $131K
|
42.1K
$818K
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.25K+ 3.69% |
$118K - $122K
|
176K
$3.42M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.95K+ 21.22% |
$112K - $116K
|
34K
$660K
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
5.93K+ 5.98% |
$112K - $116K
|
105K
$2.05M
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
5.53K+ 15.82% |
$104K - $108K
|
40.5K
$786K
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5.28K+ 1.16% |
$99.3K - $103K
|
459K
$8.92M
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.9K+ 7.13% |
$92.3K - $95.6K
|
73.6K
$1.43M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.77K+ 5.18% |
$89.8K - $93.1K
|
96.8K
$1.88M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.64KNew |
$87.4K - $90.6K
|
4.64K
$90.3K
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.21K+ 20.2% |
$79.3K - $82.2K
|
25.1K
$487K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.19K+ 9.64% |
$78.8K - $81.6K
|
47.6K
$925K
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.36K+ 4.6% |
$63.2K - $65.5K
|
76.3K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.24K+ 12.38% |
$60.9K - $63.2K
|
29.4K
$571K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.9K+ 18.13% |
$54.6K - $56.6K
|
18.9K
$367K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.82K+ 3.21% |
$53K - $54.9K
|
90.5K
$1.76M
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.59K+ 13.96% |
$48.7K - $50.5K
|
21.1K
$411K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.5K+ 67.0% |
$47.1K - $48.8K
|
6.23K
$121K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.47K+ 203.96% |
$46.6K - $48.3K
|
3.69K
$71.7K
|