True Link Financial Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

True Link Financial Advisors, LLC

$1.08 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 05, 2023	SELL	$18.72 - $19.32 $10.2 Million - $10.5 Million	-545,794 Reduced 45.99%	640,929 $12.3 Million
Q4 2022 Feb 09, 2023	BUY	$18.38 - $19.12 $1.37 Million - $1.42 Million	74,486 Added 6.7%	1,186,723 $22.5 Million
Q3 2022 Nov 09, 2022	BUY	$18.54 - $19.69 $2.29 Million - $2.43 Million	123,470 Added 12.49%	1,112,237 $20.7 Million
Q2 2022 Aug 04, 2022	BUY	$18.93 - $19.95 $18.7 Million - $19.7 Million	988,767 New	988,767 $19.1 Million
Q1 2022 May 16, 2022	SELL	$19.82 - $21.08 $74,344 - $79,071	-3,751 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	$21.01 - $21.49 $21,829 - $22,328	1,039 Added 38.31%	3,751 $79,000
Q2 2021 Aug 19, 2021	SELL	$21.29 - $21.62 $63,742 - $64,730	-2,994 Reduced 52.47%	2,712 $58,000
Q4 2020 Feb 16, 2021	BUY	$21.61 - $21.93 $123,306 - $125,132	5,706 New	5,706 $125,000

Others Institutions Holding BSCQ

# of Institutions

340

Shares Held

141M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

38.5M
Shares

$752 Million
4.14% of portfolio
Morgan Stanley New York, NY

7.15M
Shares

$140 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

6.05M
Shares

$118 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.33M
Shares

$104 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$95.9 Million
0.01% of portfolio

About INVESCO ET SELF IDXD FD TR BUL

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