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 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
18+ 0.04% |
$408 - $414
|
43.2K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.04% |
$136 - $138
|
16.8K
$389K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-78- 0.42% |
$1.77K - $1.79K
|
18.4K
$425K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-238- 2.32% |
$5.4K - $5.47K
|
10K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-383- 1.82% |
$8.69K - $8.8K
|
20.7K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-934- 2.74% |
$21.2K - $21.5K
|
33.1K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-996- 8.89% |
$22.6K - $22.9K
|
10.2K
$236K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.24K- 33.27% |
$28.1K - $28.4K
|
2.48K
$57.5K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.25K- 2.72% |
$28.4K - $28.7K
|
44.7K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.27K- 2.78% |
$28.9K - $29.2K
|
44.4K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 1.15% |
$40.9K - $41.5K
|
155K
$3.59M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.98K- 0.51% |
$44.9K - $45.5K
|
389K
$9.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.15K- 13.93% |
$48.7K - $49.3K
|
13.3K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.36K- 0.84% |
$53.4K - $54.1K
|
279K
$6.46M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.4K- 4.59% |
$54.5K - $55.2K
|
50K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 3.23% |
$68.3K - $69.1K
|
90.1K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-3.46K- 17.48% |
$78.4K - $79.4K
|
16.3K
$378K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.55K- 12.67% |
$80.5K - $81.6K
|
24.5K
$567K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.62K- 5.62% |
$82.2K - $83.3K
|
60.8K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.73K- 12.38% |
$84.7K - $85.7K
|
26.4K
$612K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.29K- 12.47% |
$97.2K - $98.5K
|
30.1K
$697K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.2K- 6.67% |
$118K - $120K
|
72.8K
$1.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10K- 46.35% |
$228K - $231K
|
11.6K
$269K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-11.1KClosed |
$252K - $256K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-12.1K- 14.57% |
$274K - $278K
|
70.9K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-15.1K- 11.85% |
$342K - $346K
|
112K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.1K- 2.9% |
$343K - $347K
|
507K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-15.4K- 83.43% |
$350K - $354K
|
3.06K
$71K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.2K- 3.87% |
$390K - $395K
|
427K
$9.89M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.8K- 20.93% |
$427K - $433K
|
71.1K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-24.1K- 21.45% |
$547K - $554K
|
88.4K
$2.05M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.7K- 15.8% |
$605K - $613K
|
142K
$3.29M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-42.5K- 46.48% |
$965K - $977K
|
49K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-63.7K- 13.6% |
$1.45M - $1.46M
|
405K
$9.38M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-71.9K- 27.48% |
$1.63M - $1.65M
|
190K
$4.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84.9K- 7.7% |
$1.93M - $1.95M
|
1.02M
$23.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-134K- 51.78% |
$3.04M - $3.08M
|
125K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-307K- 82.21% |
$6.97M - $7.06M
|
66.5K
$1.54M
|