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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1K+ 3.97% |
$22.7K - $22.9K
|
26.2K
$594K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
903+ 150.25% |
$20.5K - $20.6K
|
1.5K
$34.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
854+ 6.69% |
$19.4K - $19.5K
|
13.6K
$308K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
762+ 0.15% |
$17.3K - $17.4K
|
500K
$11.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
682New |
$15.5K - $15.6K
|
682
$15.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
679+ 2.4% |
$15.4K - $15.5K
|
29K
$656K
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
631+ 1.43% |
$14.3K - $14.4K
|
44.9K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
348New |
$7.9K - $7.94K
|
348
$7.88K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
338+ 2.03% |
$7.67K - $7.71K
|
17K
$385K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
262+ 1.55% |
$5.94K - $5.98K
|
17.1K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
214+ 2.16% |
$4.86K - $4.88K
|
10.1K
$229K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
208New |
$4.72K - $4.75K
|
208
$4.71K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
207+ 1.21% |
$4.7K - $4.72K
|
17.3K
$392K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$2.27K - $2.28K
|
100
$2.26K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
96New |
$2.18K - $2.19K
|
96
$2.17K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
87+ 14.77% |
$1.97K - $1.99K
|
676
$15.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
40+ 0.33% |
$908 - $913
|
12.1K
$273K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
27+ 0.99% |
$613 - $616
|
2.77K
$62.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 0.49% |
$499 - $502
|
4.5K
$102K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-17- 4.13% |
$386 - $388
|
395
$8.94K
|
|
|
Jul 19, 2024
Q2 2024
|
Paradiem, LLC
|
SELL
|
- |
-28- 0.03% |
$635 - $639
|
102K
$2.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-192- 0.95% |
$4.36K - $4.38K
|
20K
$454K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-307- 49.36% |
$6.97K - $7.01K
|
315
$7.13K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-379- 0.3% |
$8.6K - $8.65K
|
125K
$2.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-566- 1.55% |
$12.8K - $12.9K
|
36K
$815K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-588- 49.62% |
$13.3K - $13.4K
|
597
$13.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-596- 3.94% |
$13.5K - $13.6K
|
14.5K
$329K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-604- 3.65% |
$13.7K - $13.8K
|
16K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-642- 5.01% |
$14.6K - $14.7K
|
12.2K
$276K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-643- 2.95% |
$14.6K - $14.7K
|
21.2K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-796- 0.66% |
$18.1K - $18.2K
|
120K
$2.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-804- 1.65% |
$18.2K - $18.3K
|
47.9K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-871- 1.4% |
$19.8K - $19.9K
|
61.1K
$1.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.38K- 5.34% |
$31.2K - $31.4K
|
24.4K
$553K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.19K- 2.53% |
$49.6K - $49.9K
|
84.1K
$1.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.2K- 3.07% |
$50K - $50.2K
|
69.5K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.3K- 2.39% |
$52.2K - $52.5K
|
93.8K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.34K- 6.63% |
$53.1K - $53.4K
|
33K
$747K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.66K- 6.24% |
$60.4K - $60.7K
|
40K
$905K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-2.71K- 7.25% |
$61.5K - $61.8K
|
34.6K
$784K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.8K- 1.21% |
$63.4K - $63.8K
|
228K
$5.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.17K- 37.98% |
$72K - $72.4K
|
5.18K
$117K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.24K- 14.71% |
$73.5K - $73.9K
|
18.8K
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.62K- 2.15% |
$82.2K - $82.6K
|
165K
$3.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.67K- 2.29% |
$83.2K - $83.7K
|
157K
$3.55M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.72K- 9.35% |
$84.3K - $84.8K
|
36K
$816K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.84K- 9.78% |
$87K - $87.5K
|
35.4K
$801K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.99K- 0.31% |
$90.5K - $91.1K
|
1.27M
$28.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.99K- 0.31% |
$90.5K - $91.1K
|
1.27M
$28.7M
|