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 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.99K- 0.31% |
$90.5K - $91.1K
|
1.27M
$28.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.99K- 0.31% |
$90.5K - $91.1K
|
1.27M
$28.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.03K- 8.24% |
$91.4K - $92K
|
44.9K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-4.18K- 9.49% |
$94.8K - $95.3K
|
39.8K
$903K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.35K- 2.94% |
$98.6K - $99.2K
|
143K
$3.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.43K- 11.16% |
$100K - $101K
|
35.3K
$800K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.44K- 0.91% |
$101K - $101K
|
482K
$10.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-4.46K- 13.31% |
$101K - $102K
|
29K
$659K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.66K- 25.0% |
$106K - $106K
|
14K
$317K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-4.74K- 5.34% |
$108K - $108K
|
84.1K
$1.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.05K- 1.25% |
$115K - $115K
|
398K
$9.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.17K- 4.59% |
$117K - $118K
|
108K
$2.44M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.81K- 11.67% |
$132K - $133K
|
44K
$997K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-5.86K- 3.2% |
$133K - $134K
|
177K
$4.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6.17K- 5.61% |
$140K - $141K
|
104K
$2.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-6.6K- 6.46% |
$150K - $151K
|
95.6K
$2.17M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-6.69K- 7.29% |
$152K - $153K
|
85.1K
$1.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.71K- 14.21% |
$152K - $153K
|
40.5K
$919K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.2K- 45.53% |
$255K - $256K
|
13.4K
$305K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-14.6K- 48.48% |
$331K - $333K
|
15.5K
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.2K- 8.59% |
$390K - $392K
|
183K
$4.15M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.5K- 21.56% |
$420K - $423K
|
67.4K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-18.8K- 51.43% |
$426K - $429K
|
17.7K
$402K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-19.2K- 22.05% |
$436K - $439K
|
67.9K
$1.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.6K- 42.28% |
$445K - $448K
|
26.8K
$608K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.6K- 2.85% |
$512K - $515K
|
769K
$17.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-24K- 30.11% |
$544K - $547K
|
55.7K
$1.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.5K- 27.54% |
$670K - $673K
|
77.6K
$1.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-31.4K- 23.89% |
$712K - $716K
|
100K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-37.4K- 80.56% |
$849K - $854K
|
9.03K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-41.6K- 56.6% |
$944K - $949K
|
31.9K
$723K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44.3K- 68.94% |
$1.01M - $1.01M
|
20K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-51.5K- 11.15% |
$1.17M - $1.17M
|
410K
$9.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-65.5K- 89.64% |
$1.49M - $1.49M
|
7.57K
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-77.6K- 42.89% |
$1.76M - $1.77M
|
103K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-82.5K- 12.53% |
$1.87M - $1.88M
|
576K
$13.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-83.3K- 42.79% |
$1.89M - $1.9M
|
111K
$2.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-91.9K- 12.87% |
$2.09M - $2.1M
|
622K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.9K- 50.28% |
$2.13M - $2.14M
|
92.8K
$2.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-109K- 29.67% |
$2.48M - $2.49M
|
259K
$5.87M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-112K- 25.13% |
$2.55M - $2.56M
|
334K
$7.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-125K- 60.94% |
$2.85M - $2.86M
|
80.4K
$1.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-129K- 3.63% |
$2.93M - $2.95M
|
3.43M
$77.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-207K- 99.65% |
$4.69M - $4.72M
|
720
$16.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-460K- 99.54% |
$10.4M - $10.5M
|
2.11K
$47.9K
|