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 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.17K- 4.5% |
$21.9K - $22.5K
|
24.8K
$483K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-1.53K- 3.45% |
$28.6K - $29.3K
|
42.8K
$832K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.55K- 1.02% |
$29K - $29.8K
|
150K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.7K- 2.16% |
$31.7K - $32.6K
|
76.8K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 3.6% |
$33.8K - $34.8K
|
48.5K
$942K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.83K- 23.29% |
$34.1K - $35.1K
|
6.02K
$117K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.17K- 2.79% |
$40.5K - $41.6K
|
75.6K
$1.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.22K- 12.43% |
$41.5K - $42.6K
|
15.6K
$304K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.53K- 1.97% |
$47.2K - $48.5K
|
126K
$2.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.77K- 3.7% |
$51.8K - $53.2K
|
72.2K
$1.4M
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-2.92K- 1.06% |
$54.6K - $56.1K
|
273K
$5.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.17K- 2.83% |
$59.3K - $60.9K
|
109K
$2.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-3.28K- 6.6% |
$61.3K - $63K
|
46.4K
$903K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.57K- 4.28% |
$66.6K - $68.4K
|
79.8K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.78K- 2.81% |
$70.7K - $72.7K
|
131K
$2.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-3.86K- 1.38% |
$72.2K - $74.2K
|
277K
$5.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.65K- 17.13% |
$86.9K - $89.3K
|
22.5K
$437K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-4.74K- 3.96% |
$88.7K - $91.1K
|
115K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.93K- 49.85% |
$130K - $133K
|
6.97K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-7.74K- 6.09% |
$145K - $149K
|
119K
$2.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-8.03K- 4.77% |
$150K - $154K
|
160K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.05K- 1.84% |
$169K - $174K
|
484K
$9.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-10.1K- 24.08% |
$189K - $194K
|
31.8K
$618K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1K- 11.33% |
$189K - $194K
|
79.2K
$1.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-12.2K- 6.69% |
$227K - $234K
|
170K
$3.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-15.8K- 3.4% |
$296K - $304K
|
450K
$8.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16K- 7.12% |
$298K - $306K
|
208K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18K- 3.54% |
$336K - $345K
|
490K
$9.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-33.7K- 11.14% |
$630K - $647K
|
269K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38.7K- 8.97% |
$723K - $743K
|
393K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-61K- 10.33% |
$1.14M - $1.17M
|
530K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-91.1K- 9.11% |
$1.7M - $1.75M
|
909K
$17.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-151K- 23.52% |
$2.83M - $2.91M
|
492K
$9.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-184K- 8.99% |
$3.44M - $3.53M
|
1.86M
$36.2M
|