Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
14.8K+ 15.37% |
$276K - $284K
|
111K
$2.16M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.5K+ 50.2% |
$270K - $278K
|
43.3K
$841K
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
14K+ 66.31% |
$262K - $269K
|
35.2K
$684K
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
13.9K+ 6.96% |
$259K - $266K
|
213K
$4.15M
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
13.7KNew |
$256K - $263K
|
13.7K
$266K
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
13.7KNew |
$256K - $263K
|
13.7K
$266K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12.6K+ 31.42% |
$236K - $242K
|
52.8K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.4KNew |
$232K - $238K
|
12.4K
$241K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12.1KNew |
$227K - $233K
|
12.1K
$236K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.8KNew |
$221K - $228K
|
11.8K
$230K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
11.8K+ 50.91% |
$221K - $227K
|
35K
$681K
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
10.7K+ 66.8% |
$199K - $205K
|
26.6K
$518K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
10.3KNew |
$193K - $198K
|
10.3K
$201K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$193K - $198K
|
10.3K
$200K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
10.1K+ 5.58% |
$189K - $194K
|
191K
$3.71M
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.74K+ 40.19% |
$182K - $187K
|
34K
$660K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.7KNew |
$181K - $186K
|
9.7K
$189K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.64K+ 61.42% |
$180K - $185K
|
25.3K
$493K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.64K+ 59.26% |
$180K - $185K
|
25.9K
$504K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
8.59K+ 30.85% |
$161K - $165K
|
36.4K
$708K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8.58K+ 8.8% |
$160K - $165K
|
106K
$2.06M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7.94K+ 11.51% |
$148K - $152K
|
76.9K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
7.63K+ 4.23% |
$143K - $147K
|
188K
$3.65M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.54K+ 16.66% |
$141K - $145K
|
52.8K
$1.03M
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
7.37K+ 7.63% |
$138K - $141K
|
104K
$2.02M
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.34K+ 2.64% |
$137K - $141K
|
286K
$5.55M
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
7.17K+ 11.79% |
$134K - $138K
|
68K
$1.32M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.1K+ 3.21% |
$133K - $136K
|
229K
$4.44M
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.66K+ 16.81% |
$125K - $128K
|
46.3K
$900K
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
6.65K+ 0.45% |
$124K - $128K
|
1.47M
$28.6M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
6.36K+ 24.36% |
$119K - $122K
|
32.5K
$632K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.98K+ 1.74% |
$112K - $115K
|
350K
$6.8M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
5.96K+ 10.17% |
$111K - $115K
|
64.6K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.96K+ 43.28% |
$111K - $114K
|
19.7K
$384K
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
5.54K+ 13.1% |
$104K - $106K
|
47.8K
$930K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.37K+ 11.59% |
$100K - $103K
|
51.7K
$1.01M
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5.26KNew |
$98.4K - $101K
|
5.26K
$102K
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
4.96K+ 5.71% |
$92.6K - $95.1K
|
91.7K
$1.78M
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
4.87K+ 4.44% |
$90.9K - $93.4K
|
115K
$2.23M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.14K+ 13.31% |
$77.3K - $79.4K
|
35.2K
$685K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.79K+ 10.36% |
$70.8K - $72.7K
|
40.3K
$784K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.54K+ 0.66% |
$66.2K - $68K
|
544K
$10.6M
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3.52K+ 10.74% |
$65.7K - $67.5K
|
36.3K
$705K
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.2K+ 4.55% |
$59.8K - $61.4K
|
73.5K
$1.43M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.09K+ 25.52% |
$57.7K - $59.3K
|
15.2K
$295K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.97K+ 0.99% |
$55.5K - $57.1K
|
303K
$5.89M
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.91K+ 2.92% |
$54.3K - $55.8K
|
103K
$1.99M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.64K+ 4.45% |
$49.4K - $50.8K
|
62K
$1.21M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.21KNew |
$41.3K - $42.5K
|
2.21K
$43K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.18KNew |
$40.7K - $41.8K
|
2.18K
$42.4K
|