Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$262K - $264K
|
11.5K
$265K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11KNew |
$251K - $254K
|
11K
$255K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8K+ 21.06% |
$246K - $248K
|
61.9K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
10K+ 36.23% |
$229K - $231K
|
37.6K
$872K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
9.9K+ 323.11% |
$226K - $228K
|
13K
$300K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.89KNew |
$226K - $228K
|
9.89K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.78KNew |
$224K - $225K
|
9.78K
$226K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.67KNew |
$221K - $223K
|
9.67K
$224K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
9.47KNew |
$217K - $218K
|
9.47K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
9.15K+ 4.67% |
$209K - $211K
|
205K
$4.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
7.39K+ 5.01% |
$169K - $170K
|
155K
$3.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.28K+ 15.41% |
$167K - $168K
|
54.5K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
7.03K+ 0.9% |
$161K - $162K
|
785K
$18.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.89KNew |
$158K - $159K
|
6.89K
$160K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.12K+ 12.71% |
$140K - $141K
|
54.3K
$1.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.71K+ 4.58% |
$131K - $132K
|
130K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.47K+ 1.41% |
$125K - $126K
|
394K
$9.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
5.16K+ 21.38% |
$118K - $119K
|
29.3K
$678K
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
5.1K+ 50.03% |
$117K - $118K
|
15.3K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.86K+ 12.1% |
$111K - $112K
|
45.1K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.69K+ 21.68% |
$107K - $108K
|
26.3K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.55K+ 6.42% |
$104K - $105K
|
75.5K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
4.48K+ 4.95% |
$102K - $103K
|
94.9K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
4.25K+ 746.92% |
$97.2K - $98K
|
4.82K
$112K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
4.24K+ 6.63% |
$96.9K - $97.7K
|
68.2K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.82K+ 166.81% |
$87.2K - $88K
|
6.1K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.8K+ 5.52% |
$86.9K - $87.6K
|
72.6K
$1.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.06K+ 15.78% |
$69.9K - $70.4K
|
22.4K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.03KNew |
$69.3K - $69.9K
|
3.03K
$70.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.77K+ 10.81% |
$63.4K - $64K
|
28.4K
$659K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.75KNew |
$62.9K - $63.4K
|
2.75K
$63.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 26.95% |
$62.6K - $63.2K
|
12.9K
$299K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.6K+ 104.92% |
$59.5K - $60K
|
5.08K
$118K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.17KNew |
$49.7K - $50.1K
|
2.17K
$50.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.09K+ 12.8% |
$47.8K - $48.1K
|
18.4K
$426K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.06K+ 3.9% |
$47.2K - $47.6K
|
55K
$1.27M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.99K+ 10.03% |
$45.6K - $46K
|
21.9K
$507K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 32.26% |
$45.2K - $45.6K
|
8.11K
$188K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.95K+ 3.45% |
$44.6K - $45K
|
58.5K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.88K+ 4.0% |
$42.9K - $43.3K
|
48.8K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.81KNew |
$41.4K - $41.7K
|
1.81K
$41.9K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.81KNew |
$41.4K - $41.7K
|
1.81K
$41.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.8K+ 7.66% |
$41.2K - $41.6K
|
25.4K
$587K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.75K+ 6.31% |
$40K - $40.3K
|
29.4K
$682K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.69K+ 10.59% |
$38.6K - $38.9K
|
17.6K
$408K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.6K+ 8.76% |
$36.6K - $36.9K
|
19.9K
$460K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.54K+ 3.09% |
$35.3K - $35.6K
|
51.5K
$1.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.43K+ 0.87% |
$32.6K - $32.9K
|
166K
$3.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.4K+ 3.14% |
$32.1K - $32.4K
|
46.1K
$1.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.13K+ 9.88% |
$25.8K - $26.1K
|
12.6K
$291K
|