Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.73K+ 2.57% |
$38.5K - $39K
|
69.1K
$1.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 2.97% |
$35K - $35.4K
|
54.5K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.4K+ 33.61% |
$31.1K - $31.6K
|
5.57K
$126K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.3K+ 5.42% |
$28.9K - $29.3K
|
25.3K
$573K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
825New |
$18.3K - $18.6K
|
825
$18.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
638+ 0.55% |
$14.2K - $14.4K
|
116K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
577+ 2404.17% |
$12.8K - $13K
|
601
$13.6K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
500+ 2.77% |
$11.1K - $11.3K
|
18.5K
$419K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
429+ 2.59% |
$9.54K - $9.67K
|
17K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
393+ 0.77% |
$8.74K - $8.86K
|
51.2K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
344+ 0.6% |
$7.65K - $7.75K
|
57.6K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
298New |
$6.63K - $6.72K
|
298
$6.75K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
248+ 1.0% |
$5.52K - $5.59K
|
24.9K
$565K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
156+ 0.58% |
$3.47K - $3.52K
|
27.1K
$614K
|
|
|
Jul 18, 2023
Q2 2023
|
Paradiem, LLC
|
BUY
|
- |
42+ 0.04% |
$934 - $947
|
102K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16New |
$356 - $361
|
16
$362
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4+ 0.05% |
$89 - $90.2
|
8.25K
$187K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-45- 0.46% |
$1K - $1.01K
|
9.8K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-65- 0.24% |
$1.45K - $1.47K
|
27K
$611K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-88- 56.05% |
$1.96K - $1.98K
|
69
$1.56K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-293- 1.03% |
$6.52K - $6.6K
|
28.2K
$637K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-312- 1.76% |
$6.94K - $7.03K
|
17.4K
$394K
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-320- 2.12% |
$7.12K - $7.21K
|
14.8K
$335K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-388- 1.38% |
$8.63K - $8.75K
|
27.8K
$630K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-589- 1.24% |
$13.1K - $13.3K
|
47K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-712- 3.26% |
$15.8K - $16K
|
21.1K
$478K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-871- 8.96% |
$19.4K - $19.6K
|
8.85K
$200K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1K- 5.03% |
$22.2K - $22.5K
|
18.9K
$428K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.13K- 1.23% |
$25.2K - $25.5K
|
91.2K
$2.07M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.14K- 9.01% |
$25.3K - $25.7K
|
11.5K
$260K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.2K- 2.11% |
$26.7K - $27K
|
55.7K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.64K- 14.29% |
$36.4K - $36.9K
|
9.82K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.88K- 2.33% |
$41.9K - $42.5K
|
78.9K
$1.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.91K- 7.3% |
$42.4K - $42.9K
|
24.2K
$547K
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-1.91K- 3.99% |
$42.5K - $43.1K
|
46K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.09K- 1.93% |
$46.5K - $47.1K
|
106K
$2.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.11K- 2.06% |
$46.8K - $47.4K
|
99.9K
$2.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.15K- 1.54% |
$47.8K - $48.5K
|
138K
$3.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.5K- 52.73% |
$55.6K - $56.4K
|
2.24K
$50.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.59K- 13.58% |
$57.6K - $58.4K
|
16.5K
$373K
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.62K- 0.92% |
$58.4K - $59.1K
|
283K
$6.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.79K- 8.24% |
$62.1K - $62.9K
|
31.1K
$704K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.83K- 17.92% |
$62.8K - $63.7K
|
12.9K
$293K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.86K- 30.23% |
$63.6K - $64.4K
|
6.6K
$149K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.88K- 3.99% |
$86.3K - $87.4K
|
93.4K
$2.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.9K- 1.42% |
$86.8K - $88K
|
271K
$6.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.15K- 6.99% |
$92.2K - $93.5K
|
55.1K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.16K- 17.27% |
$92.5K - $93.8K
|
19.9K
$451K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.21K- 2.63% |
$93.5K - $94.8K
|
156K
$3.53M
|