Purchases and Sales Made in Q1 2023 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO INDEX FD TR BULLETSHAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.68MNew |
$29.5M - $31M
|
1.68M
$31M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
717K+ 549.35% |
$12.6M - $13.3M
|
848K
$15.7M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
211K+ 455.92% |
$3.72M - $3.9M
|
257K
$4.76M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
151K+ 101.85% |
$2.66M - $2.8M
|
299K
$5.54M
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
151K+ 11.18% |
$2.66M - $2.79M
|
1.5M
$27.7M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
150K+ 70.11% |
$2.64M - $2.78M
|
364K
$6.74M
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
140K+ 83.09% |
$2.46M - $2.59M
|
308K
$5.7M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
103K+ 121.41% |
$1.82M - $1.91M
|
188K
$3.48M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64K+ 54.21% |
$1.13M - $1.19M
|
182K
$3.37M
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
52.9K+ 82.04% |
$932K - $979K
|
117K
$2.17M
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
48.7K+ 57.49% |
$857K - $901K
|
133K
$2.47M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.1K+ 30.32% |
$689K - $724K
|
168K
$3.11M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.2K+ 10.5% |
$673K - $707K
|
402K
$7.44M
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
37.9K+ 110.73% |
$668K - $702K
|
72.2K
$1.34M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.2KNew |
$585K - $615K
|
33.2K
$615K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
30.7K+ 36.7% |
$540K - $567K
|
114K
$2.11M
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
20.5K+ 3.65% |
$361K - $380K
|
582K
$10.8M
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
18KNew |
$317K - $333K
|
18K
$333K
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
17.2K+ 6.41% |
$303K - $319K
|
286K
$5.29M
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
17.1K+ 63.72% |
$301K - $316K
|
43.9K
$812K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
17K+ 5.67% |
$299K - $314K
|
316K
$5.86M
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
15.2KNew |
$268K - $282K
|
15.2K
$282K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.3KNew |
$251K - $264K
|
14.3K
$264K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 39.88% |
$247K - $259K
|
49.2K
$910K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$236K - $248K
|
13.4K
$248K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
10.5KNew |
$184K - $193K
|
10.5K
$193K
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
10KNew |
$177K - $186K
|
10K
$186K
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.81K+ 2.07% |
$173K - $182K
|
484K
$8.96M
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
8.37K+ 57.99% |
$148K - $155K
|
22.8K
$422K
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
7.58K+ 57.12% |
$134K - $140K
|
20.9K
$386K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
7.31K+ 26.34% |
$129K - $135K
|
35K
$648K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.28K+ 1.9% |
$128K - $135K
|
390K
$7.22M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.69K+ 31.02% |
$118K - $124K
|
28.3K
$523K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.45KNew |
$96K - $101K
|
5.45K
$101K
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.21K+ 37.75% |
$91.8K - $96.5K
|
19K
$352K
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.85K+ 12.07% |
$85.5K - $89.8K
|
45K
$834K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.6K+ 14.57% |
$45.8K - $48.2K
|
20.5K
$379K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.64K+ 3.11% |
$28.9K - $30.4K
|
54.5K
$1.01M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.38K+ 25.37% |
$24.4K - $25.6K
|
6.83K
$126K
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
543+ 1.22% |
$9.57K - $10.1K
|
44.9K
$831K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
519+ 0.68% |
$9.14K - $9.61K
|
76.8K
$1.42M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
439New |
$7.74K - $8.13K
|
439
$8.13K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
392New |
$6.91K - $7.26K
|
392
$7.26K
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
386+ 1.08% |
$6.8K - $7.14K
|
36.3K
$671K
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
351+ 5.46% |
$6.18K - $6.5K
|
6.78K
$125K
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
351+ 5.46% |
$6.18K - $6.5K
|
6.78K
$125K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
84+ 0.78% |
$1.48K - $1.55K
|
10.9K
$202K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55New |
$969 - $1.02K
|
55
$1.02K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.84% |
$194 - $204
|
1.33K
$24.6K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|