Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.14K+ 8.16% |
$48.3K - $48.6K
|
28.3K
$641K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.78K+ 1.89% |
$40.4K - $40.6K
|
96.1K
$2.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.75K+ 4.6% |
$39.5K - $39.8K
|
39.7K
$899K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.71K+ 3.31% |
$38.6K - $38.8K
|
53.3K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.43K+ 0.45% |
$32.3K - $32.5K
|
317K
$7.17M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.16K+ 4.32% |
$26.2K - $26.4K
|
28K
$634K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.13K+ 1.85% |
$25.5K - $25.6K
|
62K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 1.47% |
$23.9K - $24.1K
|
73K
$1.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
913+ 3.13% |
$20.7K - $20.8K
|
30.1K
$682K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
873+ 279.81% |
$19.8K - $19.9K
|
1.19K
$26.8K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
832+ 1.82% |
$18.8K - $18.9K
|
46.5K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
824+ 5.2% |
$18.6K - $18.8K
|
16.7K
$377K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
771+ 6.86% |
$17.4K - $17.5K
|
12K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
680+ 3.66% |
$15.4K - $15.5K
|
19.2K
$436K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
620+ 11.17% |
$14K - $14.1K
|
6.17K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
604+ 1.95% |
$13.7K - $13.7K
|
31.6K
$715K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
469+ 0.53% |
$10.6K - $10.7K
|
88.8K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
334+ 0.39% |
$7.56K - $7.6K
|
86.3K
$1.95M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
206+ 0.22% |
$4.66K - $4.69K
|
91.8K
$2.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
205+ 1.21% |
$4.64K - $4.67K
|
17.1K
$387K
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
155+ 0.15% |
$3.51K - $3.53K
|
102K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79+ 114.49% |
$1.79K - $1.8K
|
148
$3.35K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 0.49% |
$498 - $501
|
4.47K
$101K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 0.18% |
$45.3 - $45.5
|
1.09K
$24.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-76- 0.45% |
$1.72K - $1.73K
|
16.9K
$382K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-145- 61.44% |
$3.28K - $3.3K
|
91
$2.06K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-181- 23.51% |
$4.1K - $4.12K
|
589
$13.3K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-208- 88.14% |
$4.71K - $4.73K
|
28
$634
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-232- 1.24% |
$5.25K - $5.28K
|
18.5K
$419K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-307- 0.35% |
$6.95K - $6.99K
|
86.3K
$1.95M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-702- 0.16% |
$15.9K - $16K
|
447K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-772- 1.72% |
$17.5K - $17.6K
|
44.2K
$1M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-795- 85.85% |
$18K - $18.1K
|
131
$2.97K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-850- 67.35% |
$19.2K - $19.3K
|
412
$9.33K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-916- 0.47% |
$20.7K - $20.8K
|
195K
$4.41M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-935- 2.71% |
$21.2K - $21.3K
|
33.5K
$759K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.14K- 9.92% |
$25.8K - $25.9K
|
10.3K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.76K- 10.42% |
$39.8K - $40K
|
15.1K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.79K- 0.97% |
$40.6K - $40.8K
|
183K
$4.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.8K- 3.93% |
$40.7K - $40.9K
|
44K
$996K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.07K- 1.85% |
$46.9K - $47.2K
|
110K
$2.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.24K- 8.0% |
$50.7K - $51K
|
25.8K
$584K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-2.48K- 2.37% |
$56.1K - $56.4K
|
102K
$2.31M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.08K- 13.21% |
$69.7K - $70.1K
|
20.2K
$458K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-3.56K- 20.06% |
$80.4K - $80.9K
|
14.2K
$321K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.98K- 1.7% |
$90.1K - $90.7K
|
231K
$5.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.05K- 12.04% |
$91.7K - $92.3K
|
29.6K
$671K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.2K- 8.29% |
$94.9K - $95.5K
|
46.4K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.79K- 7.37% |
$108K - $109K
|
60.2K
$1.36M
|