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 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.31K+ 104.01% |
$43.5K - $45.1K
|
4.53K
$88.1K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.07K+ 3.77% |
$38.9K - $40.3K
|
56.9K
$1.11M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.06K+ 2.24% |
$38.7K - $40.2K
|
93.8K
$1.82M
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.04K+ 8.55% |
$38.5K - $39.9K
|
25.9K
$504K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.95K+ 98.23% |
$36.7K - $38K
|
3.93K
$76.4K
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.88K+ 5.75% |
$35.4K - $36.7K
|
34.6K
$673K
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.82K+ 5.6% |
$34.2K - $35.5K
|
34.3K
$667K
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.58K+ 4.89% |
$29.6K - $30.7K
|
33.8K
$656K
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.21K+ 6.17% |
$22.8K - $23.6K
|
20.8K
$405K
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.19K+ 10.57% |
$22.4K - $23.2K
|
12.4K
$242K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.03K+ 21.46% |
$19.3K - $20K
|
5.81K
$113K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.02K+ 2.34% |
$19.2K - $19.9K
|
44.6K
$868K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$18.8K - $19.5K
|
1K
$19.4K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
903New |
$17K - $17.6K
|
903
$17.6K
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
649+ 0.87% |
$12.2K - $12.7K
|
75.3K
$1.46M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
624New |
$11.7K - $12.2K
|
624
$12.1K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
545+ 9.77% |
$10.3K - $10.6K
|
6.12K
$119K
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
358+ 0.71% |
$6.74K - $6.98K
|
51K
$992K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
340+ 3.62% |
$6.4K - $6.63K
|
9.74K
$189K
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
338+ 2.44% |
$6.36K - $6.59K
|
14.2K
$276K
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
330+ 3.04% |
$6.21K - $6.44K
|
11.2K
$218K
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
330+ 3.04% |
$6.21K - $6.44K
|
11.2K
$218K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
230New |
$4.33K - $4.49K
|
230
$4.47K
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
208+ 0.34% |
$3.91K - $4.06K
|
60.6K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
144+ 0.95% |
$2.71K - $2.81K
|
15.3K
$297K
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
116+ 0.88% |
$2.18K - $2.26K
|
13.3K
$258K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
80+ 3.06% |
$1.51K - $1.56K
|
2.69K
$52.3K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59+ 0.89% |
$1.11K - $1.15K
|
6.71K
$130K
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.46% |
$922 - $956
|
10.7K
$208K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13+ 0.07% |
$245 - $254
|
18.6K
$362K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 1.04% |
$94.1 - $97.6
|
484
$9.41K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-30- 5.36% |
$565 - $585
|
530
$10.3K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-53- 0.22% |
$997 - $1.03K
|
23.7K
$460K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-64- 4.12% |
$1.2K - $1.25K
|
1.49K
$28.9K
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-179- 0.57% |
$3.37K - $3.49K
|
31K
$603K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-240- 8.48% |
$4.52K - $4.68K
|
2.59K
$50.4K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-258- 0.8% |
$4.86K - $5.03K
|
31.8K
$618K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-264- 2.1% |
$4.97K - $5.15K
|
12.3K
$239K
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-278- 2.11% |
$5.23K - $5.42K
|
12.9K
$250K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-316- 0.83% |
$5.95K - $6.17K
|
37.7K
$732K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-586- 4.4% |
$11K - $11.4K
|
12.7K
$248K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-793- 1.59% |
$14.9K - $15.5K
|
48.9K
$951K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-918- 6.26% |
$17.3K - $17.9K
|
13.8K
$267K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-988- 9.84% |
$18.6K - $19.3K
|
9.05K
$176K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-999- 99.9% |
$18.8K - $19.5K
|
1
$19.4
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.42K- 5.98% |
$26.8K - $27.8K
|
22.4K
$435K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.77K- 12.24% |
$33.4K - $34.6K
|
12.7K
$247K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.17K- 8.7% |
$40.8K - $42.3K
|
22.8K
$442K
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.4K- 4.27% |
$45.1K - $46.7K
|
53.7K
$1.04M
|