Purchases and Sales Made in Q1 2023 in Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SF IDXD FD TR BULLE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.51K+ 15.72% |
$99.4K - $102K
|
33.2K
$766K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.15K+ 39.76% |
$91.5K - $94.3K
|
14.6K
$337K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.04K+ 51.24% |
$89.1K - $91.8K
|
11.9K
$275K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.92KNew |
$86.3K - $88.9K
|
3.92K
$90.3K
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.91K+ 3.37% |
$86.1K - $88.7K
|
120K
$2.76M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.7K+ 2.81% |
$81.6K - $84.1K
|
136K
$3.13M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.59K+ 35.42% |
$79K - $81.4K
|
13.7K
$316K
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.48K+ 31.48% |
$76.8K - $79.1K
|
14.5K
$336K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.09K+ 232.68% |
$68.1K - $70.2K
|
4.42K
$102K
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.89K+ 3.16% |
$63.6K - $65.5K
|
94.3K
$2.18M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.85K+ 2.62% |
$62.8K - $64.7K
|
112K
$2.58M
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.82K+ 0.93% |
$62.1K - $64K
|
306K
$7.05M
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.49K+ 13.43% |
$54.8K - $56.5K
|
21K
$485K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.46K+ 16.86% |
$54.2K - $55.9K
|
17.1K
$393K
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.26K+ 20.85% |
$49.7K - $51.2K
|
13.1K
$302K
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.88K+ 7.86% |
$41.4K - $42.6K
|
25.8K
$595K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.83K+ 4.13% |
$40.3K - $41.5K
|
46.1K
$1.06M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.7K+ 103.66% |
$37.5K - $38.6K
|
3.34K
$77.1K
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.47K+ 5.9% |
$32.3K - $33.3K
|
26.3K
$607K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.36K+ 3.97% |
$30K - $30.9K
|
35.6K
$822K
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
1.34K+ 2.46% |
$29.4K - $30.3K
|
55.5K
$1.28M
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.28K+ 0.58% |
$28.3K - $29.2K
|
221K
$5.1M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 12.94% |
$27.2K - $28K
|
10.8K
$248K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.2K+ 9.22% |
$26.4K - $27.2K
|
14.2K
$327K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.1K+ 1.49% |
$24.3K - $25K
|
75.1K
$1.73M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
932+ 2.01% |
$20.5K - $21.2K
|
47.3K
$1.09M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
600+ 16.68% |
$13.2K - $13.6K
|
4.2K
$96.8K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
593New |
$13.1K - $13.5K
|
593
$13.7K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
500New |
$11K - $11.4K
|
500
$11.5K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
449New |
$9.9K - $10.2K
|
449
$10.4K
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
298+ 1.26% |
$6.57K - $6.77K
|
23.9K
$551K
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
204+ 1.16% |
$4.5K - $4.63K
|
17.7K
$409K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
27New |
$595 - $613
|
27
$623
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
16+ 0.12% |
$353 - $363
|
12.8K
$296K
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
15+ 0.03% |
$331 - $341
|
46.3K
$1.07M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.43% |
$132 - $136
|
1.39K
$32.2K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27- 39.13% |
$595 - $613
|
42
$969
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-45- 0.36% |
$992 - $1.02K
|
12.5K
$289K
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-99- 0.27% |
$2.18K - $2.25K
|
36.2K
$836K
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-123- 1.02% |
$2.71K - $2.79K
|
12K
$276K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-133- 1.09% |
$2.93K - $3.02K
|
12K
$277K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-349- 0.75% |
$7.69K - $7.93K
|
46.2K
$1.07M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-724- 0.98% |
$16K - $16.4K
|
73.5K
$1.7M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-908- 2.89% |
$20K - $20.6K
|
30.5K
$704K
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-973- 8.1% |
$21.4K - $22.1K
|
11K
$255K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-979- 4.21% |
$21.6K - $22.2K
|
22.3K
$514K
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.05K- 1.81% |
$45.1K - $46.4K
|
111K
$2.55M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2.05K- 13.6% |
$45.3K - $46.6K
|
13K
$301K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-3K- 9.53% |
$66.1K - $68.1K
|
28.5K
$657K
|