Purchases and Sales Made in Q1 2023 in Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.83MNew |
$40.3M - $41.4M
|
1.83M
$41.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
334K+ 174.37% |
$7.36M - $7.57M
|
526K
$11.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
328K+ 116.15% |
$7.21M - $7.42M
|
610K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
250K+ 128.6% |
$5.5M - $5.66M
|
444K
$10.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
223K+ 1731.58% |
$4.91M - $5.05M
|
236K
$5.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
155K+ 67.75% |
$3.42M - $3.52M
|
384K
$8.72M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
143K+ 1476.37% |
$3.15M - $3.24M
|
153K
$3.46M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 15.61% |
$2.42M - $2.49M
|
815K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
107K+ 32.86% |
$2.37M - $2.43M
|
435K
$9.86M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 11.36% |
$2.33M - $2.39M
|
1.04M
$23.5M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
98.9K+ 120.99% |
$2.18M - $2.24M
|
181K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
90.2K+ 67.74% |
$1.99M - $2.04M
|
223K
$5.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
67.4K+ 17.0% |
$1.48M - $1.53M
|
464K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
63.6KNew |
$1.4M - $1.44M
|
63.6K
$1.44M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
55.5KNew |
$1.22M - $1.26M
|
55.5K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51.3K+ 19.57% |
$1.13M - $1.16M
|
313K
$7.11M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.2K+ 16.07% |
$930K - $957K
|
305K
$6.92M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41.9K+ 17.66% |
$923K - $949K
|
279K
$6.33M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
41.1K+ 7.32% |
$905K - $931K
|
603K
$13.7M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
36K+ 243.16% |
$793K - $816K
|
50.8K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.2K+ 8.43% |
$753K - $775K
|
440K
$9.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
31.7K+ 123.73% |
$697K - $717K
|
57.3K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
29.6KNew |
$652K - $671K
|
29.6K
$671K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.4KNew |
$625K - $643K
|
28.4K
$644K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
28.2KNew |
$621K - $639K
|
28.2K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.6K+ 50.42% |
$586K - $602K
|
79.3K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26.3K+ 88.45% |
$578K - $595K
|
56K
$1.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
23.6KNew |
$520K - $535K
|
23.6K
$536K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
23.5K+ 13.11% |
$517K - $532K
|
203K
$4.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
23.1K+ 14.06% |
$509K - $523K
|
187K
$4.25M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
21.9KNew |
$483K - $496K
|
21.9K
$497K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.4K+ 37.79% |
$472K - $485K
|
78.1K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.9K+ 27.09% |
$460K - $474K
|
98.1K
$2.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
20.5K+ 11.38% |
$451K - $464K
|
201K
$4.55M
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
19K+ 3.54% |
$419K - $431K
|
556K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.8K+ 15.92% |
$371K - $381K
|
123K
$2.78M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.6KNew |
$365K - $375K
|
16.6K
$376K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
15.5K+ 29.97% |
$342K - $352K
|
67.4K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.4KNew |
$316K - $326K
|
14.4K
$326K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.8K+ 46.26% |
$304K - $313K
|
43.7K
$991K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.6K+ 4.35% |
$277K - $284K
|
301K
$6.84M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.2KNew |
$268K - $275K
|
12.2K
$276K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12.1K+ 3.75% |
$267K - $275K
|
336K
$7.62M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.1K+ 15.71% |
$266K - $274K
|
89K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.3K+ 10.82% |
$249K - $256K
|
116K
$2.62M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$234K - $241K
|
10.6K
$241K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
9KNew |
$198K - $204K
|
9K
$204K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
8.94KNew |
$197K - $202K
|
8.94K
$203K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.85K+ 14.79% |
$195K - $200K
|
68.7K
$1.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.44K+ 31.29% |
$186K - $191K
|
35.4K
$803K
|