Purchases and Sales Made in Q2 2023 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ETSF FD TR BULLETSHARE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
208K+ 697.41% |
$4.66M - $4.76M
|
238K
$5.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
186K+ 508.11% |
$4.18M - $4.27M
|
223K
$5.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
132K+ 151.39% |
$2.97M - $3.03M
|
220K
$5.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
77.6KNew |
$1.74M - $1.78M
|
77.6K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
65.6K+ 31.53% |
$1.47M - $1.5M
|
274K
$6.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.6K+ 103.63% |
$1.34M - $1.37M
|
117K
$2.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57.6K+ 631.73% |
$1.29M - $1.32M
|
66.8K
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
45.5KNew |
$1.02M - $1.04M
|
45.5K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
39.2KNew |
$879K - $897K
|
39.2K
$920K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.9K+ 14.39% |
$782K - $799K
|
277K
$6.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.1K+ 43.9% |
$765K - $781K
|
112K
$2.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
33.2K+ 6.47% |
$745K - $760K
|
546K
$12.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
31.2K+ 7.35% |
$701K - $716K
|
456K
$10.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
29.9KNew |
$671K - $685K
|
29.9K
$703K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
29.5KNew |
$663K - $677K
|
29.5K
$694K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.5K+ 10.35% |
$640K - $654K
|
304K
$7.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19.8KNew |
$444K - $453K
|
19.8K
$465K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
17.7K+ 12.09% |
$397K - $406K
|
164K
$3.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
16.1K+ 2.76% |
$362K - $369K
|
600K
$14.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.1K+ 67.49% |
$339K - $347K
|
37.5K
$882K
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
14.9K+ 6.96% |
$335K - $342K
|
229K
$5.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.3KNew |
$321K - $328K
|
14.3K
$336K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
12.6KNew |
$283K - $289K
|
12.6K
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
12.2KNew |
$273K - $279K
|
12.2K
$286K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
10.5KNew |
$236K - $241K
|
10.5K
$247K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.7KNew |
$218K - $222K
|
9.7K
$228K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.57KNew |
$215K - $219K
|
9.57K
$225K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.11K+ 147.47% |
$204K - $209K
|
15.3K
$359K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8.88K+ 4.27% |
$199K - $203K
|
217K
$5.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
8.35K+ 3.28% |
$187K - $191K
|
263K
$6.19M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
7.19KNew |
$161K - $165K
|
7.19K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.5K+ 5.94% |
$123K - $126K
|
98.1K
$2.31M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.44K+ 10.24% |
$122K - $125K
|
58.6K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.45K+ 67.93% |
$99.9K - $102K
|
11K
$259K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.45K+ 14.86% |
$77.3K - $79K
|
26.6K
$626K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.88K+ 22.67% |
$64.5K - $65.9K
|
15.6K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.49K+ 23.64% |
$55.8K - $57K
|
13K
$306K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.26K+ 2.46% |
$50.7K - $51.8K
|
94K
$2.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.95K+ 12.62% |
$43.7K - $44.6K
|
17.4K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.87K+ 6.33% |
$42K - $42.9K
|
31.5K
$739K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.67K+ 3.09% |
$37.5K - $38.3K
|
55.9K
$1.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.36K+ 4.13% |
$30.6K - $31.2K
|
34.4K
$807K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.18K+ 0.95% |
$26.4K - $27K
|
125K
$2.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.07K+ 2.58% |
$24K - $24.5K
|
42.5K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.05K+ 26.58% |
$23.6K - $24.1K
|
5K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
681+ 2.77% |
$15.3K - $15.6K
|
25.3K
$594K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
675+ 4.77% |
$15.1K - $15.5K
|
14.8K
$349K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
514+ 3.04% |
$11.5K - $11.8K
|
17.4K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
339+ 0.78% |
$7.61K - $7.77K
|
43.9K
$1.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$2.24K - $2.29K
|
100
$2.35K
|