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 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
23New |
$516 - $527
|
23
$541
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 1.01% |
$180 - $183
|
804
$18.9K
|
|
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
|
- |
-113- 0.42% |
$2.54K - $2.59K
|
26.7K
$628K
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-215- 0.68% |
$4.82K - $4.93K
|
31.2K
$733K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-536- 5.59% |
$12K - $12.3K
|
9.06K
$213K
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-738- 4.07% |
$16.6K - $16.9K
|
17.4K
$408K
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-750- 6.37% |
$16.8K - $17.2K
|
11K
$259K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.07K- 4.34% |
$23.9K - $24.5K
|
23.5K
$553K
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.03% |
$25.8K - $26.4K
|
27.4K
$643K
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.15K- 2.54% |
$25.8K - $26.4K
|
44.1K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.23K- 1.89% |
$27.6K - $28.2K
|
63.9K
$1.5M
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.27K- 10.79% |
$28.6K - $29.2K
|
10.5K
$247K
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.3K- 9.97% |
$29.2K - $29.8K
|
11.7K
$276K
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.77K- 0.59% |
$39.7K - $40.5K
|
300K
$7.04M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.03K- 1.29% |
$45.6K - $46.5K
|
156K
$3.66M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.42K- 2.04% |
$54.2K - $55.4K
|
116K
$2.73M
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.14K- 2.65% |
$70.4K - $71.9K
|
115K
$2.71M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.16K- 18.28% |
$93.4K - $95.4K
|
18.6K
$437K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.95K- 10.7% |
$156K - $159K
|
58K
$1.36M
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-8.5K- 34.31% |
$191K - $195K
|
16.3K
$382K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.84K- 16.81% |
$221K - $225K
|
48.7K
$1.14M
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.3K- 8.48% |
$232K - $237K
|
111K
$2.62M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.2K- 5.19% |
$342K - $349K
|
279K
$6.54M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.8K- 11.91% |
$1.05M - $1.07M
|
346K
$8.14M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-46.8K- 58.71% |
$1.05M - $1.07M
|
32.9K
$774K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84.2K- 23.12% |
$1.89M - $1.93M
|
280K
$6.58M
|