Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.01M+ 65.2% |
$38.1M - $39M
|
5.09M
$98.9M
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
558KNew |
$10.6M - $10.9M
|
558K
$10.8M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
385K+ 149.35% |
$7.32M - $7.49M
|
643K
$12.5M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
344KNew |
$6.53M - $6.69M
|
344K
$6.68M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
304K+ 266.47% |
$5.77M - $5.91M
|
418K
$8.12M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
293K+ 15.86% |
$5.57M - $5.7M
|
2.14M
$41.6M
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
250K+ 891.25% |
$4.75M - $4.87M
|
278K
$5.41M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
196K+ 15.84% |
$3.73M - $3.82M
|
1.43M
$27.9M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
160KNew |
$3.03M - $3.11M
|
160K
$3.1M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
127K+ 20.26% |
$2.42M - $2.48M
|
756K
$14.7M
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
118K+ 61.86% |
$2.25M - $2.3M
|
310K
$6.03M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
117K+ 21.91% |
$2.22M - $2.28M
|
651K
$12.7M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
114K+ 527.15% |
$2.17M - $2.22M
|
136K
$2.64M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
112K+ 285.7% |
$2.14M - $2.19M
|
152K
$2.95M
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
105KNew |
$1.99M - $2.04M
|
105K
$2.04M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
105K+ 87.79% |
$1.99M - $2.04M
|
224K
$4.36M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
97.2K+ 19.69% |
$1.85M - $1.89M
|
591K
$11.5M
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
91.8K+ 18.24% |
$1.74M - $1.79M
|
595K
$11.6M
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
78.5KNew |
$1.49M - $1.53M
|
78.5K
$1.53M
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
58.3K+ 19.6% |
$1.11M - $1.13M
|
355K
$6.91M
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
57K+ 3.47% |
$1.08M - $1.11M
|
1.7M
$33.1M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
54.9K+ 14.57% |
$1.04M - $1.07M
|
431K
$8.39M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.7K+ 30.59% |
$888K - $909K
|
199K
$3.88M
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
42.9K+ 80.01% |
$816K - $835K
|
96.6K
$1.88M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
42.1K+ 410.29% |
$799K - $818K
|
52.3K
$1.02M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.5K+ 5.89% |
$770K - $788K
|
729K
$14.2M
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
40.5K+ 8.21% |
$769K - $787K
|
534K
$10.4M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40.2KNew |
$764K - $782K
|
40.2K
$781K
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
38.5KNew |
$731K - $748K
|
38.5K
$748K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
36.6KNew |
$695K - $711K
|
36.6K
$711K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.1K+ 7.91% |
$686K - $702K
|
493K
$9.58M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
34.3K+ 34.37% |
$652K - $668K
|
134K
$2.61M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.1K+ 48.16% |
$648K - $663K
|
105K
$2.04M
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
32.5K+ 13.34% |
$618K - $632K
|
276K
$5.37M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.5K+ 4.11% |
$599K - $613K
|
798K
$15.5M
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
31.4K+ 21.09% |
$596K - $611K
|
180K
$3.5M
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
30.3K+ 3.0% |
$576K - $590K
|
1.04M
$20.2M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.4KNew |
$559K - $572K
|
29.4K
$571K
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
28.9K+ 203.02% |
$548K - $561K
|
43.1K
$838K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
26.1KNew |
$496K - $508K
|
26.1K
$508K
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
26.1K+ 60.88% |
$496K - $508K
|
69K
$1.34M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24K+ 61.29% |
$456K - $467K
|
63.1K
$1.23M
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
23.4KNew |
$445K - $456K
|
23.4K
$456K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
22.9K+ 33.31% |
$435K - $445K
|
91.7K
$1.78M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.3K+ 30.44% |
$424K - $434K
|
95.7K
$1.86M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21.6KNew |
$410K - $420K
|
21.6K
$420K
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
21.5KNew |
$409K - $418K
|
21.5K
$418K
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
21.2K+ 84.7% |
$403K - $413K
|
46.3K
$900K
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
20.7KNew |
$393K - $403K
|
20.7K
$403K
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
19.4K+ 12.23% |
$368K - $376K
|
178K
$3.45M
|