Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.1K+ 3.93% |
$69.5K - $70K
|
82K
$1.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.83K+ 2.43% |
$63.4K - $63.9K
|
119K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.77K+ 7.62% |
$62.1K - $62.6K
|
39.1K
$885K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.64K+ 26.86% |
$59.1K - $59.6K
|
12.5K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
2.34K+ 2.56% |
$52.4K - $52.9K
|
93.6K
$2.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.21K+ 9.37% |
$49.6K - $50.1K
|
25.8K
$585K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.93KNew |
$43.2K - $43.6K
|
1.93K
$43.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.9K+ 8.74% |
$42.6K - $43K
|
23.7K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.87K+ 1.2% |
$41.9K - $42.2K
|
158K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.83K+ 19.61% |
$40.9K - $41.3K
|
11.1K
$252K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.77K+ 39.62% |
$39.7K - $40K
|
6.24K
$141K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.52KNew |
$34K - $34.3K
|
1.52K
$34.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.43K+ 1.43% |
$32K - $32.3K
|
101K
$2.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
1.17K+ 2.48% |
$26.2K - $26.4K
|
48.2K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.15K+ 2.4% |
$25.8K - $26K
|
49K
$1.11M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.11K+ 8.55% |
$24.8K - $25K
|
14K
$318K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.11K+ 8.55% |
$24.8K - $25K
|
14K
$318K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.05K+ 10.74% |
$23.6K - $23.8K
|
10.9K
$246K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 1.68% |
$22.4K - $22.6K
|
60.4K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
924+ 6.2% |
$20.7K - $20.9K
|
15.8K
$359K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
885+ 63.67% |
$19.8K - $20K
|
2.28K
$51.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
524+ 1.94% |
$11.7K - $11.8K
|
27.5K
$622K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
494+ 0.46% |
$11.1K - $11.2K
|
108K
$2.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
436+ 3.72% |
$9.78K - $9.86K
|
12.2K
$275K
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
273+ 1.57% |
$6.12K - $6.17K
|
17.7K
$400K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
270+ 1.12% |
$6.05K - $6.1K
|
24.5K
$554K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
239+ 0.78% |
$5.36K - $5.4K
|
31K
$703K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
214+ 972.73% |
$4.8K - $4.84K
|
236
$5.34K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
208+ 1.26% |
$4.66K - $4.7K
|
16.7K
$378K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
202+ 1.28% |
$4.53K - $4.57K
|
16K
$362K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
88+ 0.31% |
$1.97K - $1.99K
|
28.2K
$639K
|
|
|
Oct 30, 2023
Q3 2023
|
Paradiem, LLC
|
BUY
|
- |
43+ 0.04% |
$964 - $972
|
102K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$224 - $226
|
10
$226
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.13% |
$135 - $136
|
4.8K
$109K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5+ 0.06% |
$112 - $113
|
9.05K
$205K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-152- 0.29% |
$3.41K - $3.44K
|
52.9K
$1.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-257- 0.56% |
$5.76K - $5.81K
|
45.8K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-276- 92.62% |
$6.19K - $6.24K
|
22
$498
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-299- 3.63% |
$6.7K - $6.76K
|
7.95K
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-473- 0.86% |
$10.6K - $10.7K
|
54.7K
$1.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-629- 1.15% |
$14.1K - $14.2K
|
53.9K
$1.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-896- 13.58% |
$20.1K - $20.3K
|
5.7K
$129K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1K- 2.17% |
$22.4K - $22.6K
|
45.1K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 2.05% |
$23.5K - $23.7K
|
50.1K
$1.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.09K- 2.63% |
$24.5K - $24.7K
|
40.5K
$917K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.36K- 11.8% |
$30.4K - $30.7K
|
10.1K
$230K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.41K- 1.43% |
$31.6K - $31.9K
|
97.3K
$2.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.56K- 1.46% |
$34.9K - $35.2K
|
105K
$2.37M
|