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 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.6K+ 149.86% |
$354K - $363K
|
31.1K
$604K
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
18.5K+ 23.84% |
$352K - $360K
|
96.1K
$1.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17K+ 18.13% |
$323K - $331K
|
111K
$2.15M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
16.4K+ 1.13% |
$311K - $318K
|
1.47M
$28.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7KNew |
$299K - $306K
|
15.7K
$305K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.7KNew |
$298K - $305K
|
15.7K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.4KNew |
$274K - $280K
|
14.4K
$280K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 36.51% |
$236K - $241K
|
46.4K
$901K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
12.4K+ 22.62% |
$235K - $240K
|
67K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.7K+ 4.06% |
$223K - $228K
|
300K
$5.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.5KNew |
$200K - $205K
|
10.5K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10K+ 23.57% |
$190K - $195K
|
52.5K
$1.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.56K+ 3.52% |
$182K - $186K
|
281K
$5.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.45K+ 63.9% |
$179K - $184K
|
24.2K
$471K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.42K+ 9.86% |
$160K - $164K
|
93.9K
$1.82M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
8.19K+ 1.54% |
$156K - $159K
|
540K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.67K+ 122.99% |
$146K - $149K
|
13.9K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.59K+ 20.15% |
$144K - $148K
|
45.3K
$880K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.06K+ 7.8% |
$134K - $137K
|
97.5K
$1.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.95K+ 1.52% |
$132K - $135K
|
466K
$9.05M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.48K+ 9.47% |
$123K - $126K
|
75K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.45K+ 3.62% |
$123K - $125K
|
185K
$3.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5.88K+ 17.4% |
$112K - $114K
|
39.6K
$771K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.82K+ 38.04% |
$111K - $113K
|
21.1K
$410K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
5.18K+ 9.7% |
$98.5K - $101K
|
58.6K
$1.14M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.18K+ 40.16% |
$98.3K - $101K
|
18.1K
$351K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
4.73K+ 9.37% |
$89.8K - $91.9K
|
55.2K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
4.43K+ 4.21% |
$84.2K - $86.2K
|
110K
$2.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.06K+ 7.97% |
$77.2K - $79K
|
55K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.05K+ 66.15% |
$77K - $78.8K
|
10.2K
$198K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.62K+ 0.35% |
$68.8K - $70.5K
|
1.05M
$20.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.56K+ 2.03% |
$67.6K - $69.2K
|
179K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.48K+ 18.31% |
$66.2K - $67.8K
|
22.5K
$438K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.37K+ 1.9% |
$64K - $65.5K
|
181K
$3.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.36K+ 27.12% |
$63.8K - $65.4K
|
15.8K
$306K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.07K+ 12.37% |
$58.3K - $59.6K
|
27.9K
$541K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.03K+ 1.01% |
$57.6K - $58.9K
|
303K
$5.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3K+ 8.6% |
$56.9K - $58.3K
|
37.9K
$736K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.95K+ 2.24% |
$56K - $57.3K
|
134K
$2.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.78K+ 2.87% |
$52.9K - $54.1K
|
99.6K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.5K+ 4.39% |
$47.5K - $48.6K
|
59.4K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.41K+ 5.39% |
$45.7K - $46.8K
|
47K
$914K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.89K+ 3.97% |
$35.9K - $36.8K
|
49.5K
$962K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.89K+ 132.49% |
$35.9K - $36.7K
|
3.31K
$64.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.83K+ 4.52% |
$34.7K - $35.5K
|
42.3K
$822K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
1.67K+ 1.96% |
$31.7K - $32.4K
|
86.8K
$1.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 4.82% |
$29.1K - $29.8K
|
33.3K
$648K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.46K+ 1.98% |
$27.6K - $28.3K
|
75.1K
$1.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.35K+ 2.64% |
$25.6K - $26.2K
|
52.4K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.25K+ 6.48% |
$23.8K - $24.3K
|
20.6K
$399K
|