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 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.41K+ 2.98% |
$31.4K - $31.9K
|
48.7K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.25KNew |
$27.9K - $28.3K
|
1.25K
$28.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
840+ 5.76% |
$18.7K - $19K
|
15.4K
$356K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
712+ 4.18% |
$15.9K - $16.1K
|
17.8K
$410K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
592New |
$13.2K - $13.4K
|
592
$13.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
584+ 0.53% |
$13K - $13.2K
|
111K
$2.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
356+ 3.8% |
$7.93K - $8.04K
|
9.72K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
350+ 2.69% |
$7.79K - $7.91K
|
13.4K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
304+ 0.51% |
$6.77K - $6.87K
|
59.5K
$1.37M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
271+ 2.25% |
$6.04K - $6.12K
|
12.3K
$284K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
250New |
$5.57K - $5.65K
|
250
$5.77K
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
191+ 1.6% |
$4.25K - $4.31K
|
12.2K
$281K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
121+ 0.83% |
$2.69K - $2.73K
|
14.7K
$338K
|
|
|
Jul 18, 2023
Q2 2023
|
Paradiem, LLC
|
BUY
|
- |
100+ 0.1% |
$2.23K - $2.26K
|
98.6K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
28+ 0.09% |
$624 - $633
|
30.5K
$704K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
23New |
$512 - $520
|
23
$531
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16New |
$356 - $361
|
16
$369
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
5+ 0.11% |
$111 - $113
|
4.42K
$102K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-181- 0.66% |
$4.03K - $4.09K
|
27.3K
$630K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-222- 0.68% |
$4.94K - $5.01K
|
32.6K
$751K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-313- 2.28% |
$6.97K - $7.07K
|
13.4K
$309K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-357- 1.81% |
$7.95K - $8.06K
|
19.4K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-373- 1.68% |
$8.31K - $8.43K
|
21.9K
$505K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-415- 0.87% |
$9.24K - $9.37K
|
47.3K
$1.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-451- 0.15% |
$10K - $10.2K
|
305K
$7.04M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-500Closed |
$11.1K - $11.3K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-559- 4.08% |
$12.4K - $12.6K
|
13.2K
$303K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-562- 5.91% |
$12.5K - $12.7K
|
8.95K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-566- 0.51% |
$12.6K - $12.8K
|
111K
$2.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-704- 3.1% |
$15.7K - $15.9K
|
22K
$508K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-708- 3.83% |
$15.8K - $16K
|
17.8K
$410K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-772- 1.05% |
$17.2K - $17.4K
|
72.7K
$1.68M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-914- 6.99% |
$20.4K - $20.6K
|
12.2K
$281K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.14K- 2.05% |
$25.4K - $25.8K
|
54.4K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.23K- 11.46% |
$27.5K - $27.9K
|
9.53K
$220K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.28K- 10.17% |
$28.4K - $28.8K
|
11.3K
$260K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.31K- 6.1% |
$29.1K - $29.5K
|
20.1K
$464K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.5K- 35.39% |
$33.4K - $33.9K
|
2.74K
$63.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.5K- 1.36% |
$33.4K - $33.9K
|
109K
$2.52M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.54K- 8.67% |
$34.2K - $34.7K
|
16.2K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.54K- 2.05% |
$34.3K - $34.8K
|
73.6K
$1.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.6K- 90.58% |
$35.6K - $36.1K
|
166
$3.83K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.97K- 1.28% |
$43.8K - $44.5K
|
151K
$3.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.98K- 7.51% |
$44K - $44.6K
|
24.3K
$561K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.98K- 15.48% |
$44.2K - $44.8K
|
10.8K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-3.15K- 6.81% |
$70.2K - $71.2K
|
43.1K
$995K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.36K- 2.8% |
$74.7K - $75.8K
|
116K
$2.68M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.51K- 33.28% |
$100K - $102K
|
9.03K
$208K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4.79K- 4.08% |
$107K - $108K
|
113K
$2.6M
|