Purchases and Sales Made in Q2 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 Q2 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 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.27MNew |
$28.8M - $29M
|
1.27M
$28.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
394KNew |
$8.95M - $9M
|
394K
$8.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
183K+ 160.8% |
$4.16M - $4.18M
|
297K
$6.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
112K+ 179.56% |
$2.55M - $2.56M
|
175K
$3.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90K+ 192.18% |
$2.04M - $2.05M
|
137K
$3.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67.3K+ 45441.89% |
$1.53M - $1.53M
|
67.4K
$1.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.5K+ 534.1% |
$1.46M - $1.47M
|
76.5K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
61.3K+ 105.22% |
$1.39M - $1.4M
|
120K
$2.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
53K+ 83.08% |
$1.2M - $1.21M
|
117K
$2.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
40.9KNew |
$927K - $933K
|
40.9K
$927K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.3K+ 410.36% |
$913K - $919K
|
50.1K
$1.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
39.7KNew |
$901K - $907K
|
39.7K
$901K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
34.1KNew |
$774K - $778K
|
34.1K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33.8K+ 23.01% |
$766K - $771K
|
181K
$4.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
31.3KNew |
$710K - $714K
|
31.3K
$710K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26.6KNew |
$603K - $606K
|
26.6K
$603K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
21.4K+ 6.48% |
$485K - $487K
|
351K
$7.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
20.1KNew |
$457K - $460K
|
20.1K
$457K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.7K+ 49.82% |
$357K - $359K
|
47.3K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 2.12% |
$307K - $309K
|
654K
$14.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.2K+ 8.63% |
$278K - $279K
|
154K
$3.49M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
11.7KNew |
$265K - $267K
|
11.7K
$265K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
7.59K+ 1.76% |
$172K - $173K
|
440K
$9.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
7.14K+ 30.11% |
$162K - $163K
|
30.8K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.84K+ 1.18% |
$155K - $156K
|
588K
$13.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.26K+ 23.05% |
$142K - $143K
|
33.4K
$758K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.97K+ 7.58% |
$135K - $136K
|
84.7K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.64KNew |
$128K - $129K
|
5.64K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.2K+ 6.6% |
$118K - $119K
|
84K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.18K+ 5.9% |
$94.9K - $95.5K
|
75.1K
$1.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.84K+ 166.29% |
$87.1K - $87.6K
|
6.15K
$139K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.73K+ 60.37% |
$84.5K - $85K
|
9.9K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.55KNew |
$80.5K - $81K
|
3.55K
$80.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.31K+ 17.21% |
$75.1K - $75.6K
|
22.6K
$511K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.95K+ 594.56% |
$66.9K - $67.3K
|
3.45K
$78.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
2.82K+ 1.02% |
$63.9K - $64.2K
|
280K
$6.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.75KNew |
$62.4K - $62.8K
|
2.75K
$62.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.66K+ 14.24% |
$60.4K - $60.7K
|
21.4K
$484K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.64K+ 3.99% |
$59.8K - $60.1K
|
68.7K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.51K+ 2.91% |
$56.9K - $57.2K
|
88.8K
$2.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.19K+ 15.46% |
$49.7K - $50K
|
16.4K
$371K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.13K+ 3.99% |
$48.3K - $48.6K
|
55.4K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.1K+ 6.19% |
$47.6K - $47.9K
|
36K
$817K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.08K+ 21.07% |
$47.2K - $47.5K
|
12K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.77K+ 6.31% |
$40.1K - $40.3K
|
29.8K
$675K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.7KNew |
$38.5K - $38.7K
|
1.7K
$38.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.43K+ 7.28% |
$32.3K - $32.5K
|
21K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.37K+ 0.43% |
$31.2K - $31.3K
|
318K
$7.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 10.94% |
$28.7K - $28.8K
|
12.8K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 1.12% |
$24.1K - $24.3K
|
96.3K
$2.18M
|