Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
10.8K+ 13.53% |
$245K - $248K
|
90.5K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
10.2KNew |
$231K - $234K
|
10.2K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$231K - $234K
|
10.2K
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
10.2KNew |
$230K - $233K
|
10.2K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.73K+ 70.4% |
$221K - $224K
|
23.6K
$546K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.42KNew |
$214K - $216K
|
9.42K
$218K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.22KNew |
$209K - $212K
|
9.22K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.78KNew |
$199K - $202K
|
8.78K
$203K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.4KNew |
$191K - $193K
|
8.4K
$195K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
8.4K+ 8.03% |
$191K - $193K
|
113K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.16K+ 17.36% |
$185K - $188K
|
55.2K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.74K+ 73.53% |
$176K - $178K
|
18.3K
$423K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
7.73K+ 13.68% |
$175K - $178K
|
64.3K
$1.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7.54KNew |
$171K - $173K
|
7.54K
$175K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.69K+ 5.78% |
$152K - $154K
|
123K
$2.84M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.41K+ 3.27% |
$123K - $124K
|
171K
$3.97M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.24K+ 10.22% |
$119K - $120K
|
56.5K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
4.32K+ 7.24% |
$98K - $99.2K
|
63.9K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.17K+ 26.58% |
$94.7K - $95.9K
|
19.9K
$460K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.11K+ 23.48% |
$93.3K - $94.5K
|
21.6K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.93KNew |
$89.1K - $90.3K
|
3.93K
$91K
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
3.68K+ 9.9% |
$83.5K - $84.6K
|
40.9K
$947K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 128.43% |
$78.2K - $79.2K
|
6.13K
$142K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.91K+ 3.65% |
$66.1K - $66.9K
|
82.7K
$1.92M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.81K+ 2.19% |
$63.8K - $64.6K
|
131K
$3.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.6K+ 6.83% |
$59.1K - $59.8K
|
40.7K
$944K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.49K+ 9.66% |
$56.5K - $57.2K
|
28.3K
$656K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.29KNew |
$51.9K - $52.6K
|
2.29K
$53K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
2.27K+ 5.08% |
$51.5K - $52.1K
|
46.9K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.15K+ 80.73% |
$48.9K - $49.5K
|
4.82K
$112K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.95K+ 8.8% |
$44.2K - $44.8K
|
24.1K
$559K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.9K+ 10.55% |
$43K - $43.6K
|
19.9K
$461K
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.87K+ 2.12% |
$42.5K - $43.1K
|
90.3K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.87K+ 4.36% |
$42.3K - $42.9K
|
44.7K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.66K+ 12.51% |
$37.7K - $38.2K
|
14.9K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.51KNew |
$34.2K - $34.7K
|
1.51K
$35K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 2.52% |
$29.5K - $29.9K
|
52.9K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.11K+ 7.48% |
$25.2K - $25.5K
|
15.9K
$369K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.63% |
$23.8K - $24.1K
|
65.3K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
862+ 0.87% |
$19.6K - $19.8K
|
99.5K
$2.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
786+ 7.38% |
$17.8K - $18.1K
|
11.4K
$265K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
570+ 1.62% |
$12.9K - $13.1K
|
35.7K
$827K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
569New |
$12.9K - $13.1K
|
569
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
564+ 3.0% |
$12.8K - $13K
|
19.4K
$448K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
457New |
$10.4K - $10.5K
|
457
$10.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
397+ 0.38% |
$9.01K - $9.12K
|
105K
$2.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
389+ 2.15% |
$8.83K - $8.94K
|
18.5K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
313+ 1117.86% |
$7.1K - $7.19K
|
341
$7.9K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
156+ 0.57% |
$3.54K - $3.58K
|
27.7K
$642K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
87+ 4.96% |
$1.97K - $2K
|
1.84K
$42.7K
|