Tpg Financial Advisors, LLC Invesco Et Seld Idxd Fd Tr Bul Transaction History

Tpg Financial Advisors, LLC

$240 Million
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 16, 2025	SELL	$20.64 - $20.73 $3.65 Million - $3.67 Million	-176,863 Reduced 91.35%	16,747 $346,000
Q4 2024 Jan 13, 2025	BUY	$20.6 - $20.71 $83,800 - $84,248	4,068 Added 2.15%	193,610 $4 Million
Q3 2024 Oct 16, 2024	SELL	$20.47 - $20.71 $67,571 - $68,363	-3,301 Reduced 1.71%	189,542 $3.91 Million
Q2 2024 Oct 16, 2024	BUY	$20.38 - $20.52 $189,697 - $191,000	9,308 Added 5.07%	192,843 $3.94 Million
Q4 2023 Jan 09, 2024	BUY	$20.08 - $20.45 $22,830 - $23,251	1,137 Added 0.62%	183,535 $3.75 Million
Q3 2023 Oct 17, 2023	SELL	$20.07 - $20.25 $777,812 - $784,788	-38,755 Reduced 17.52%	182,398 $3.67 Million
Q2 2023 Jul 13, 2023	BUY	$20.11 - $20.4 $236,875 - $240,291	11,779 Added 5.63%	221,153 $4.45 Million
Q4 2022 Jan 30, 2023	SELL	$19.78 - $20.27 $148,785 - $152,470	-7,522 Reduced 3.47%	209,374 $4.22 Million
Q3 2022 Oct 11, 2022	BUY	$19.86 - $20.73 $4.31 Million - $4.5 Million	216,896 New	216,896 $4.33 Million

Others Institutions Holding BSCP

# of Institutions

424

Shares Held

141M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

40.3M
Shares

$832 Million
3.47% of portfolio
Lpl Financial LLC Fort Mill, SC

6.09M
Shares

$126 Million
0.05% of portfolio
Morgan Stanley New York, NY

4.25M
Shares

$87.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

4.2M
Shares

$86.7 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

4.05M
Shares

$83.7 Million
0.01% of portfolio

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