Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.18K+ 73.4% |
$183K - $186K
|
19.3K
$438K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.02K+ 90.06% |
$179K - $183K
|
16.9K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.7K+ 1.8% |
$172K - $175K
|
436K
$9.89M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.57K+ 11.75% |
$169K - $172K
|
72K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.52K+ 8.76% |
$168K - $171K
|
93.4K
$2.12M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
6.78K+ 5.44% |
$152K - $154K
|
131K
$2.98M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.33K+ 1.72% |
$142K - $144K
|
374K
$8.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.05K+ 44.31% |
$135K - $138K
|
19.7K
$447K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5.55KNew |
$124K - $126K
|
5.55K
$126K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.37KNew |
$120K - $122K
|
5.37K
$122K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.79K+ 1.54% |
$107K - $109K
|
315K
$7.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.4K+ 70.57% |
$98.4K - $100K
|
10.6K
$241K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.98K+ 2.08% |
$89K - $90.7K
|
196K
$4.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.98K+ 4.85% |
$88.9K - $90.5K
|
86K
$1.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.87K+ 17.37% |
$86.6K - $88.2K
|
26.2K
$593K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.78K+ 3.78% |
$84.5K - $86.1K
|
104K
$2.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.78K+ 1.35% |
$84.5K - $86.1K
|
283K
$6.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
3.35K+ 12.97% |
$75K - $76.3K
|
29.2K
$662K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.98K+ 11.87% |
$66.5K - $67.7K
|
28K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.51K+ 11.8% |
$56.2K - $57.2K
|
23.8K
$540K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.5K+ 39.37% |
$55.9K - $56.9K
|
8.85K
$201K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.4KNew |
$53.7K - $54.6K
|
2.4K
$54.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.36KNew |
$52.7K - $53.6K
|
2.36K
$53.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.31K+ 6.32% |
$51.7K - $52.7K
|
38.9K
$882K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.29K+ 1.25% |
$51.1K - $52.1K
|
185K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.74K+ 5.44% |
$38.8K - $39.6K
|
33.7K
$764K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.72K+ 12.24% |
$38.4K - $39.1K
|
15.8K
$358K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.72K+ 12.24% |
$38.4K - $39.1K
|
15.8K
$358K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.47K+ 8.49% |
$32.8K - $33.4K
|
18.7K
$425K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.41KNew |
$31.5K - $32.1K
|
1.41K
$31.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.33K+ 1.55% |
$29.6K - $30.2K
|
86.6K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 2.93% |
$29.1K - $29.6K
|
45.6K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.09KNew |
$24.4K - $24.8K
|
1.09K
$24.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.03K+ 6.5% |
$23K - $23.5K
|
16.9K
$383K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
783+ 3.48% |
$17.5K - $17.8K
|
23.3K
$529K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
753+ 0.8% |
$16.8K - $17.1K
|
94.3K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
529+ 219.5% |
$11.8K - $12K
|
770
$17.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
500+ 0.83% |
$11.2K - $11.4K
|
60.9K
$1.38M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
496New |
$11.1K - $11.3K
|
496
$11.2K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
439+ 0.86% |
$9.82K - $10K
|
51.6K
$1.17M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
394+ 3.63% |
$8.81K - $8.97K
|
11.2K
$255K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
366+ 3.22% |
$8.18K - $8.33K
|
11.7K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
325New |
$7.27K - $7.4K
|
325
$7.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
322+ 1.77% |
$7.2K - $7.33K
|
18.6K
$421K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
312New |
$6.98K - $7.1K
|
312
$7.08K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
278New |
$6.22K - $6.33K
|
278
$6.31K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
258+ 0.41% |
$5.77K - $5.87K
|
63K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
228+ 0.73% |
$5.1K - $5.19K
|
31.3K
$709K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
198+ 1.19% |
$4.43K - $4.51K
|
16.9K
$383K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
145+ 159.34% |
$3.24K - $3.3K
|
236
$5.35K
|