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
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.05K+ 5.64% |
$19.9K - $20.4K
|
19.7K
$382K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$19K - $19.5K
|
1K
$19.4K
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
967+ 3.12% |
$18.4K - $18.8K
|
32K
$622K
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
946+ 1.26% |
$18K - $18.4K
|
76.2K
$1.48M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
700New |
$13.3K - $13.6K
|
700
$13.6K
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
656+ 0.33% |
$12.5K - $12.8K
|
199K
$3.88M
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
637+ 5.05% |
$12.1K - $12.4K
|
13.2K
$257K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
612+ 3.99% |
$11.6K - $11.9K
|
16K
$310K
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
504+ 0.94% |
$9.58K - $9.8K
|
54.1K
$1.05M
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
458+ 2.01% |
$8.7K - $8.91K
|
23.2K
$451K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
400+ 75.47% |
$7.6K - $7.78K
|
930
$18.1K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
351+ 13.55% |
$6.67K - $6.83K
|
2.94K
$57.2K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
323+ 2.6% |
$6.14K - $6.28K
|
12.8K
$248K
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
313+ 0.25% |
$5.95K - $6.09K
|
124K
$2.41M
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
258+ 0.75% |
$4.9K - $5.02K
|
34.9K
$678K
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
250+ 0.41% |
$4.75K - $4.86K
|
60.8K
$1.18M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
235+ 2.05% |
$4.47K - $4.57K
|
11.7K
$227K
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
133+ 1.0% |
$2.53K - $2.59K
|
13.4K
$261K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
120New |
$2.28K - $2.33K
|
120
$2.33K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
64+ 1.82% |
$1.22K - $1.24K
|
3.58K
$69.6K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 0.94% |
$1.2K - $1.23K
|
6.77K
$132K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
57+ 0.22% |
$1.08K - $1.11K
|
26K
$505K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
26+ 0.15% |
$494 - $506
|
17.8K
$346K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$361 - $370
|
19
$369
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4+ 0.83% |
$76 - $77.8
|
488
$9.49K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 5.26% |
$19 - $19.5
|
20
$389
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$19 - $19.5
|
10.8K
$210K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-16- 0.14% |
$304 - $311
|
11.2K
$217K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-16- 0.14% |
$304 - $311
|
11.2K
$217K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36- 0.26% |
$684 - $700
|
13.8K
$268K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-100- 0.82% |
$1.9K - $1.95K
|
12.1K
$235K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-146- 0.3% |
$2.77K - $2.84K
|
48.8K
$948K
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-165- 0.13% |
$3.14K - $3.21K
|
128K
$2.49M
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-181- 0.43% |
$3.44K - $3.52K
|
41.9K
$815K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-278- 10.33% |
$5.28K - $5.41K
|
2.41K
$46.9K
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-703- 6.54% |
$13.4K - $13.7K
|
10K
$195K
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-708- 2.06% |
$13.5K - $13.8K
|
33.6K
$653K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-970- 7.53% |
$18.4K - $18.9K
|
11.9K
$232K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.04K- 7.56% |
$19.7K - $20.2K
|
12.7K
$247K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.2K- 13.28% |
$22.8K - $23.4K
|
7.85K
$153K
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-1.21K- 8.49% |
$22.9K - $23.5K
|
13K
$253K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.26K- 12.91% |
$23.9K - $24.4K
|
8.48K
$165K
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.26K- 10.25% |
$23.9K - $24.5K
|
11K
$214K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.26K- 27.87% |
$24K - $24.6K
|
3.27K
$63.5K
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 2.71% |
$26.4K - $27K
|
49.7K
$966K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.24K- 7.63% |
$42.6K - $43.6K
|
27.2K
$528K
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.33K- 1.91% |
$44.3K - $45.4K
|
120K
$2.33M
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.94K- 2.26% |
$55.9K - $57.2K
|
127K
$2.47M
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.99K- 14.36% |
$56.9K - $58.2K
|
17.9K
$347K
|