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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.56K- 1.46% |
$34.9K - $35.2K
|
105K
$2.38M
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.67K- 3.16% |
$37.5K - $37.8K
|
51.2K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2K- 89.25% |
$44.8K - $45.2K
|
241
$5.47K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.06K- 2.86% |
$46.2K - $46.6K
|
70K
$1.59M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.33K- 12.31% |
$52.1K - $52.6K
|
16.6K
$376K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-2.5K- 28.25% |
$56.1K - $56.5K
|
6.35K
$144K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.78K- 11.0% |
$62.4K - $62.9K
|
22.5K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.88K- 5.0% |
$64.5K - $65K
|
54.7K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.88K- 1.08% |
$64.6K - $65.1K
|
265K
$6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.87K- 18.31% |
$86.7K - $87.5K
|
17.3K
$392K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.51K- 9.23% |
$101K - $102K
|
44.3K
$1.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5.02K- 4.07% |
$113K - $114K
|
118K
$2.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.13K- 9.49% |
$115K - $116K
|
48.9K
$1.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-7.09K- 12.31% |
$159K - $160K
|
50.5K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8.13K- 8.7% |
$182K - $184K
|
85.3K
$1.93M
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-8.28K- 29.74% |
$186K - $187K
|
19.6K
$443K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-8.68K- 8.69% |
$195K - $196K
|
91.2K
$2.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-9.36K- 3.31% |
$210K - $212K
|
273K
$6.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.9K- 2.93% |
$290K - $293K
|
429K
$9.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-14.3K- 6.95% |
$321K - $324K
|
192K
$4.35M
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-15K- 3.43% |
$335K - $338K
|
420K
$9.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-17.9K- 4.95% |
$402K - $405K
|
344K
$7.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.2K- 41.91% |
$408K - $412K
|
25.2K
$572K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.9K- 3.51% |
$424K - $428K
|
520K
$11.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-21.8K- 36.53% |
$488K - $492K
|
37.8K
$857K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-22.4K- 38.07% |
$502K - $506K
|
36.4K
$826K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.9K- 6.81% |
$602K - $607K
|
368K
$8.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-32.5K- 11.99% |
$728K - $734K
|
238K
$5.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33.5K- 5.96% |
$750K - $756K
|
528K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39.4K- 31.49% |
$884K - $892K
|
85.8K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.1K- 5.03% |
$944K - $952K
|
795K
$18M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-42.8K- 23.38% |
$959K - $967K
|
140K
$3.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-61.4K- 46.95% |
$1.38M - $1.39M
|
69.3K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-80.2K- 42.63% |
$1.8M - $1.81M
|
108K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-82.8K- 63.23% |
$1.86M - $1.87M
|
48.2K
$1.09M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-84.7K- 36.85% |
$1.9M - $1.92M
|
145K
$3.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-131K- 95.42% |
$2.94M - $2.97M
|
6.3K
$143K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-132K- 9.25% |
$2.95M - $2.98M
|
1.29M
$29.3M
|