Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
25.5MNew |
$568M - $577M
|
25.5M
$589M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
548KNew |
$12.2M - $12.4M
|
548K
$12.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
145K+ 42.49% |
$3.23M - $3.27M
|
486K
$11.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
140KNew |
$3.13M - $3.17M
|
140K
$3.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
98.2K+ 12.33% |
$2.19M - $2.22M
|
895K
$20.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
94.7K+ 27.54% |
$2.11M - $2.14M
|
439K
$10.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89K+ 18.03% |
$1.98M - $2.01M
|
583K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
56.7K+ 31.94% |
$1.26M - $1.28M
|
234K
$5.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
50.9K+ 44.74% |
$1.13M - $1.15M
|
165K
$3.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.8K+ 79.46% |
$1.06M - $1.08M
|
108K
$2.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
46.6K+ 23.21% |
$1.04M - $1.05M
|
247K
$5.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
37.8K+ 15.24% |
$841K - $853K
|
286K
$6.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
32.9K+ 7.24% |
$732K - $743K
|
487K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
32K+ 341.87% |
$712K - $722K
|
41.3K
$953K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
27.9K+ 16.32% |
$621K - $630K
|
199K
$4.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
23.2K+ 4.29% |
$516K - $523K
|
563K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
22.4K+ 219.54% |
$499K - $506K
|
32.6K
$752K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.9KNew |
$443K - $449K
|
19.9K
$458K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.4K+ 22.05% |
$432K - $438K
|
107K
$2.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
17.2KNew |
$382K - $388K
|
17.2K
$396K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.3KNew |
$363K - $368K
|
16.3K
$376K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13K+ 25.82% |
$289K - $293K
|
63.3K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.9K+ 108.09% |
$287K - $291K
|
24.8K
$573K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.6K+ 43.5% |
$259K - $263K
|
38.3K
$885K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
11K+ 30.75% |
$244K - $247K
|
46.6K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.9KNew |
$242K - $245K
|
10.9K
$251K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.1K+ 7.74% |
$225K - $228K
|
141K
$3.25M
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.09KNew |
$202K - $205K
|
9.09K
$210K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
6.49K+ 2.94% |
$145K - $147K
|
227K
$5.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6.23K+ 2.91% |
$139K - $141K
|
220K
$5.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
4.9K+ 15.86% |
$109K - $111K
|
35.8K
$825K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.5K+ 21.13% |
$100K - $102K
|
25.8K
$595K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4.44K+ 18.95% |
$99K - $100K
|
27.9K
$644K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.88K+ 116.02% |
$86.3K - $87.5K
|
7.22K
$166K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.63K+ 7.86% |
$80.8K - $81.9K
|
49.8K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.42K+ 3.6% |
$76.1K - $77.1K
|
98.4K
$2.27M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.4K+ 19.67% |
$75.7K - $76.8K
|
20.7K
$477K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.4K+ 5.34% |
$75.6K - $76.7K
|
67K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.31K+ 9.13% |
$73.7K - $74.7K
|
39.5K
$912K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.7K+ 3.99% |
$60.1K - $60.9K
|
70.3K
$1.62M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 2.76% |
$57.9K - $58.7K
|
96.9K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.52K+ 19.27% |
$56K - $56.8K
|
15.6K
$359K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.45K+ 15.52% |
$54.5K - $55.3K
|
18.2K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.18K+ 6.55% |
$48.4K - $49.1K
|
35.4K
$816K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.12K+ 8.21% |
$47.1K - $47.8K
|
27.9K
$643K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.09K+ 352.61% |
$46.6K - $47.2K
|
2.68K
$61.9K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.09K+ 352.61% |
$46.6K - $47.2K
|
2.68K
$61.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.02K+ 4.36% |
$44.9K - $45.6K
|
48.3K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 17.25% |
$40K - $40.5K
|
12.2K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 1.11% |
$39.3K - $39.9K
|
161K
$3.71M
|