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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.88K+ 3.57% |
$35.1K - $36K
|
54.4K
$1.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 1.02% |
$34.2K - $35.1K
|
181K
$3.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.74K+ 8.22% |
$32.4K - $33.3K
|
22.8K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.74K+ 17.06% |
$32.4K - $33.3K
|
11.9K
$231K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 4.82% |
$30K - $30.9K
|
34.9K
$679K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.57K+ 3.34% |
$29.3K - $30.1K
|
48.6K
$945K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.44K+ 2.61% |
$26.8K - $27.6K
|
56.4K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.3K+ 208.33% |
$24.3K - $25K
|
1.92K
$37.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.26KNew |
$23.6K - $24.2K
|
1.26K
$24.6K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.22K+ 2.33% |
$22.8K - $23.4K
|
53.6K
$1.04M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.1K+ 27.98% |
$20.6K - $21.1K
|
5.03K
$97.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.07K+ 6.76% |
$19.9K - $20.4K
|
16.8K
$327K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
891+ 7.48% |
$16.7K - $17.1K
|
12.8K
$249K
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
882+ 1.6% |
$16.5K - $16.9K
|
56K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
836+ 2.21% |
$15.6K - $16.1K
|
38.7K
$752K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
755+ 3.65% |
$14.1K - $14.5K
|
21.5K
$417K
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
748+ 0.98% |
$14K - $14.4K
|
77K
$1.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
683+ 23.22% |
$12.8K - $13.1K
|
3.63K
$70.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
632+ 10.73% |
$11.8K - $12.1K
|
6.52K
$127K
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
575+ 3.18% |
$10.7K - $11K
|
18.6K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
530+ 0.98% |
$9.91K - $10.2K
|
54.6K
$1.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
466+ 0.38% |
$8.71K - $8.95K
|
124K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
400+ 2.12% |
$7.48K - $7.68K
|
19.3K
$375K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
270+ 0.41% |
$5.05K - $5.18K
|
66.5K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
225+ 2.14% |
$4.21K - $4.32K
|
10.8K
$209K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
144+ 0.81% |
$2.69K - $2.76K
|
18K
$349K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120+ 0.94% |
$2.24K - $2.3K
|
12.9K
$250K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
66+ 0.97% |
$1.23K - $1.27K
|
6.84K
$133K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
46New |
$860 - $883
|
46
$894
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
40New |
$748 - $768
|
40
$778
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
36+ 1.01% |
$673 - $691
|
3.61K
$70.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 0.66% |
$299 - $307
|
2.43K
$47.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15+ 0.08% |
$280 - $288
|
19.7K
$382K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.31% |
$187 - $192
|
3.28K
$63.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 1.02% |
$93.5 - $96
|
493
$9.58K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$18.7 - $19.2
|
10.8K
$210K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-51- 0.13% |
$953 - $979
|
38.4K
$747K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-164- 0.49% |
$3.07K - $3.15K
|
33.4K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-324- 2.22% |
$6.06K - $6.22K
|
14.3K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-419- 3.3% |
$7.83K - $8.04K
|
12.3K
$239K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-450- 4.6% |
$8.41K - $8.64K
|
9.33K
$181K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-617- 13.29% |
$11.5K - $11.8K
|
4.03K
$78.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-637- 4.81% |
$11.9K - $12.2K
|
12.6K
$245K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-650- 5.0% |
$12.1K - $12.5K
|
12.3K
$240K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-730- 2.28% |
$13.6K - $14K
|
31.3K
$608K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-742- 1.6% |
$13.9K - $14.2K
|
45.5K
$885K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-760- 3.7% |
$14.2K - $14.6K
|
19.8K
$385K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.12K- 93.89% |
$21K - $21.5K
|
73
$1.42K
|