Purchases and Sales Made in Q2 2023 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.05M+ 288.38% |
$18.8M - $19.4M
|
1.41M
$26M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
314K+ 78.22% |
$5.62M - $5.81M
|
716K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
219K+ 1071.57% |
$3.92M - $4.06M
|
240K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
192K+ 102.17% |
$3.44M - $3.56M
|
380K
$7M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
150K+ 8.92% |
$2.68M - $2.77M
|
1.83M
$33.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
134K+ 1678.39% |
$2.4M - $2.48M
|
142K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95.8KNew |
$1.71M - $1.77M
|
95.8K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
69.7K+ 59.37% |
$1.25M - $1.29M
|
187K
$3.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
63.6K+ 20.63% |
$1.14M - $1.18M
|
372K
$6.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
52K+ 156.45% |
$930K - $961K
|
85.2K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.9KNew |
$749K - $774K
|
41.9K
$770K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.7K+ 21.78% |
$710K - $734K
|
222K
$4.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.8K+ 20.67% |
$622K - $643K
|
203K
$3.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.2K+ 65.47% |
$576K - $596K
|
81.4K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.7KNew |
$549K - $568K
|
30.7K
$565K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
28.6K+ 1.91% |
$512K - $530K
|
1.53M
$28.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.4K+ 9.15% |
$490K - $507K
|
327K
$6.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
27.2K+ 37.61% |
$486K - $502K
|
99.4K
$1.83M
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
26.6KNew |
$476K - $492K
|
26.6K
$489K
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
24.7KNew |
$443K - $458K
|
24.7K
$455K
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
18.6K+ 2.63% |
$332K - $344K
|
725K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.8KNew |
$319K - $330K
|
17.8K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
16KNew |
$285K - $295K
|
16K
$293K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
14.2KNew |
$254K - $262K
|
14.2K
$261K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13.5K+ 248.64% |
$242K - $251K
|
19K
$349K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3KNew |
$237K - $245K
|
13.3K
$244K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
11.9K+ 4.17% |
$214K - $221K
|
298K
$5.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.4KNew |
$204K - $211K
|
11.4K
$210K
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
10.4K+ 57.78% |
$186K - $192K
|
28.4K
$522K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10KNew |
$179K - $186K
|
10K
$184K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10KNew |
$179K - $185K
|
10K
$184K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
9.92K+ 22.62% |
$177K - $184K
|
53.8K
$989K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.54K+ 1.97% |
$171K - $177K
|
493K
$9.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
7.52K+ 20.73% |
$135K - $139K
|
43.8K
$805K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
7.51K+ 21.43% |
$134K - $139K
|
42.5K
$782K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
7.5K+ 5.62% |
$134K - $139K
|
141K
$2.59M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
7.41K+ 2.34% |
$132K - $137K
|
324K
$5.95M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.62K+ 41.93% |
$101K - $104K
|
19K
$350K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.58K+ 16.2% |
$81.9K - $84.7K
|
32.8K
$604K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
4.26K+ 20.43% |
$76.2K - $78.8K
|
25.1K
$462K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.69K+ 1.43% |
$66K - $68.3K
|
261K
$4.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.13K+ 20.26% |
$38.1K - $39.3K
|
12.6K
$232K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.75K+ 0.45% |
$31.3K - $32.4K
|
392K
$7.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.49K+ 73.91% |
$26.6K - $27.5K
|
3.5K
$64.3K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.43KNew |
$25.5K - $26.4K
|
1.43K
$26.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
964+ 8.84% |
$17.2K - $17.8K
|
11.9K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
900New |
$16.1K - $16.7K
|
900
$16.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
700New |
$12.5K - $13K
|
700
$12.9K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
636+ 7.29% |
$11.4K - $11.8K
|
9.36K
$172K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
493+ 16.37% |
$8.82K - $9.12K
|
3.51K
$64.5K
|