Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
297K+ 486.83% |
$6.1M - $6.32M
|
358K
$7.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
89.8KNew |
$1.84M - $1.91M
|
89.8K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
85.6KNew |
$1.76M - $1.82M
|
85.6K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
64.8K+ 35.42% |
$1.33M - $1.38M
|
248K
$5.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.5K+ 48.7% |
$1.14M - $1.18M
|
170K
$3.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
46.1K+ 41.23% |
$946K - $981K
|
158K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35.1K+ 30.76% |
$720K - $746K
|
149K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33.5KNew |
$687K - $713K
|
33.5K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.2K+ 63.78% |
$681K - $706K
|
85.3K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32K+ 30.03% |
$656K - $680K
|
139K
$3.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24KNew |
$491K - $509K
|
24K
$523K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.5K+ 31.59% |
$440K - $457K
|
89.5K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.9K+ 16.57% |
$429K - $445K
|
147K
$3.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$260K - $269K
|
12.7K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
11.4KNew |
$233K - $241K
|
11.4K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11K+ 54.53% |
$225K - $233K
|
31.1K
$679K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
9.08K+ 21.34% |
$186K - $193K
|
51.6K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.67K+ 36.37% |
$116K - $121K
|
21.3K
$464K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.66K+ 10.09% |
$95.6K - $99.1K
|
50.9K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.66K+ 10.19% |
$95.6K - $99.1K
|
50.4K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.31K+ 4.68% |
$88.4K - $91.7K
|
96.4K
$2.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.21KNew |
$45.4K - $47K
|
2.21K
$48.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.3K+ 4.93% |
$26.7K - $27.6K
|
27.7K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
973+ 27.55% |
$20K - $20.7K
|
4.51K
$98.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
370+ 1.3% |
$7.59K - $7.87K
|
28.9K
$631K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
179+ 1.24% |
$3.67K - $3.81K
|
14.6K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
145+ 1.02% |
$2.97K - $3.08K
|
14.3K
$312K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
66+ 0.91% |
$1.35K - $1.4K
|
7.36K
$161K
|
|
|
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
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57- 3.27% |
$1.17K - $1.21K
|
1.69K
$36.8K
|