Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
5.01K+ 5.09% |
$112K - $114K
|
103K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.89K+ 0.55% |
$110K - $111K
|
899K
$20.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4.69KNew |
$105K - $107K
|
4.69K
$109K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.68K+ 4.19% |
$105K - $106K
|
116K
$2.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.32K+ 102.98% |
$96.9K - $98.2K
|
8.52K
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.09K+ 3.6% |
$91.6K - $92.9K
|
118K
$2.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.53K+ 32.47% |
$79.2K - $80.2K
|
14.4K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.2K+ 6.57% |
$71.9K - $72.8K
|
51.9K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
3.15K+ 20.26% |
$70.7K - $71.7K
|
18.7K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.95K+ 8.33% |
$66.1K - $67K
|
38.3K
$888K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.26K+ 3.21% |
$50.6K - $51.3K
|
72.6K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.24K+ 1.48% |
$50.1K - $50.8K
|
154K
$3.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.21K+ 7.92% |
$49.5K - $50.2K
|
30.1K
$698K
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.11K+ 5.34% |
$47.4K - $48K
|
41.6K
$965K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.09KNew |
$46.9K - $47.5K
|
2.09K
$48.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.88K+ 2.56% |
$42.2K - $42.8K
|
75.5K
$1.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.81K+ 7.44% |
$40.6K - $41.1K
|
26.1K
$606K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.72K+ 1.61% |
$38.7K - $39.2K
|
109K
$2.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.63KNew |
$36.6K - $37.1K
|
1.63K
$37.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 0.57% |
$36.6K - $37.1K
|
287K
$6.65M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.49K+ 20.58% |
$33.3K - $33.8K
|
8.7K
$202K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.19K+ 7.35% |
$26.7K - $27K
|
17.4K
$403K
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.18K+ 3.48% |
$26.5K - $26.9K
|
35.1K
$814K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
901+ 64.63% |
$20.2K - $20.5K
|
2.3K
$53.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
895+ 5.8% |
$20.1K - $20.3K
|
16.3K
$378K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
841+ 1.55% |
$18.9K - $19.1K
|
55.2K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
781+ 1.62% |
$17.5K - $17.8K
|
49K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
708+ 3.99% |
$15.9K - $16.1K
|
18.5K
$428K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
554+ 0.67% |
$12.4K - $12.6K
|
82.8K
$1.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
354+ 0.75% |
$7.94K - $8.05K
|
47.7K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
349+ 0.69% |
$7.83K - $7.93K
|
51.2K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
332+ 2.48% |
$7.45K - $7.55K
|
13.7K
$318K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
322+ 7.28% |
$7.22K - $7.32K
|
4.75K
$110K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
295New |
$6.62K - $6.71K
|
295
$6.84K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
290+ 0.4% |
$6.5K - $6.59K
|
73K
$1.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
283+ 1.46% |
$6.35K - $6.43K
|
19.7K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
250+ 9.31% |
$5.61K - $5.68K
|
2.93K
$68K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
225+ 1.43% |
$5.05K - $5.11K
|
16K
$371K
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
150+ 1.33% |
$3.36K - $3.41K
|
11.4K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
87+ 0.71% |
$1.95K - $1.98K
|
12.3K
$284K
|
|
|
Oct 30, 2023
Q3 2023
|
Paradiem, LLC
|
BUY
|
- |
69+ 0.07% |
$1.55K - $1.57K
|
98.7K
$2.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
65+ 0.24% |
$1.46K - $1.48K
|
27.4K
$635K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
17+ 0.04% |
$381 - $386
|
43.1K
$1M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.04% |
$157 - $159
|
17.2K
$398K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 21.74% |
$112 - $114
|
28
$649
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-54- 0.06% |
$1.21K - $1.23K
|
96.9K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-137- 0.69% |
$3.07K - $3.11K
|
19.7K
$457K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-137- 0.68% |
$3.07K - $3.11K
|
20K
$463K
|