Purchases and Sales Made in Q2 2023 in Invesco Et Self Idxd Fd Tr Def (DEF)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Def (DEF) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR DEF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.8K+ 26.86% |
$4.21M - $4.48M
|
306K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18.8KNew |
$1.22M - $1.3M
|
18.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.8KNew |
$960K - $1.02M
|
14.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.6K+ 15.16% |
$820K - $873K
|
95.7K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.74K+ 83.35% |
$503K - $536K
|
17K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.93KNew |
$451K - $480K
|
6.93K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.83K+ 32.45% |
$184K - $196K
|
11.6K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.14KNew |
$74.2K - $78.9K
|
1.14K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
891+ 5.92% |
$58K - $61.7K
|
15.9K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
605+ 18.29% |
$39.4K - $41.9K
|
3.91K
$0
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
301+ 4.31% |
$19.6K - $20.8K
|
7.28K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
175+ 2.08% |
$11.4K - $12.1K
|
8.58K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
158+ 2.81% |
$10.3K - $10.9K
|
5.77K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
117New |
$7.61K - $8.1K
|
117
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
27+ 0.4% |
$1.76K - $1.87K
|
6.84K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.05% |
$651 - $693
|
22K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15- 0.19% |
$976 - $1.04K
|
7.69K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30- 0.91% |
$1.95K - $2.08K
|
3.26K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-59- 7.24% |
$3.84K - $4.09K
|
756
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-82- 0.75% |
$5.34K - $5.68K
|
10.8K
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-98- 69.01% |
$6.38K - $6.79K
|
44
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-120- 1.62% |
$7.81K - $8.31K
|
7.28K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-141- 2.68% |
$9.17K - $9.76K
|
5.12K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-170- 1.03% |
$11.1K - $11.8K
|
16.4K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-230- 3.71% |
$15K - $15.9K
|
5.98K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-440- 1.62% |
$28.6K - $30.5K
|
26.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-446- 3.68% |
$29K - $30.9K
|
11.7K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-694- 0.45% |
$45.2K - $48.1K
|
154K
$0
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-995- 10.97% |
$64.7K - $68.9K
|
8.07K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.02K- 15.02% |
$66.2K - $70.4K
|
5.75K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.89K- 4.19% |
$123K - $131K
|
43.1K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.67K- 4.9% |
$239K - $254K
|
71.2K
$0
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.24K- 9.5% |
$276K - $293K
|
40.4K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.5K- 4.21% |
$293K - $311K
|
102K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.69K- 29.03% |
$305K - $324K
|
11.5K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.84K- 3.53% |
$380K - $405K
|
160K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.4K- 16.4% |
$869K - $925K
|
68.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.7K- 75.43% |
$955K - $1.02M
|
4.78K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.8K- 29.45% |
$1.1M - $1.17M
|
40.3K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.8K- 74.94% |
$1.16M - $1.23M
|
5.94K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-52.8K- 51.04% |
$3.44M - $3.66M
|
50.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-206K- 56.71% |
$13.4M - $14.3M
|
157K
$0
|