Purchases and Sales Made in Q1 2023 in Invesco Exc Self Ind Tr Bullet (BSJS)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr Bullet (BSJS) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR BULLET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.6KNew |
$1.77M - $1.88M
|
86.6K
$1.89M
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
62.9KNew |
$1.29M - $1.37M
|
62.9K
$1.37M
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
41.1K+ 89.03% |
$841K - $893K
|
87.2K
$1.9M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.5KNew |
$460K - $488K
|
22.5K
$490K
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
21.5KNew |
$440K - $467K
|
21.5K
$469K
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21.3KNew |
$437K - $464K
|
21.3K
$466K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
13.2K+ 44.28% |
$271K - $287K
|
43.1K
$940K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.77K+ 513.4% |
$180K - $191K
|
10.5K
$229K
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
7.8K+ 22.08% |
$160K - $170K
|
43.1K
$942K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.62K+ 37.2% |
$156K - $166K
|
28.1K
$614K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.38KNew |
$48.7K - $51.7K
|
2.38K
$52K
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.38K+ 13.23% |
$48.7K - $51.7K
|
20.3K
$444K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.2KNew |
$45.1K - $47.9K
|
2.2K
$48K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.17K+ 55.72% |
$44.5K - $47.3K
|
6.07K
$133K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
931+ 5.31% |
$19.1K - $20.2K
|
18.5K
$403K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
420+ 2.47% |
$8.61K - $9.14K
|
17.4K
$380K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
253+ 14.37% |
$5.18K - $5.5K
|
2.01K
$44K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
28New |
$574 - $609
|
28
$612
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-72- 0.49% |
$1.48K - $1.57K
|
14.6K
$318K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-392- 18.52% |
$8.03K - $8.53K
|
1.73K
$37.7K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.67K- 9.03% |
$198K - $210K
|
97.4K
$2.13M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11K- 7.9% |
$224K - $238K
|
128K
$2.79M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.3K- 23.02% |
$232K - $246K
|
37.9K
$828K
|