Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
11K+ 12.21% |
$225K - $234K
|
101K
$2.14M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.7KNew |
$219K - $227K
|
10.7K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.7KNew |
$218K - $226K
|
10.7K
$225K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
10.5KNew |
$215K - $223K
|
10.5K
$222K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
10.5KNew |
$215K - $223K
|
10.5K
$222K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.98K+ 10.54% |
$204K - $212K
|
105K
$2.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
9.97KNew |
$204K - $211K
|
9.97K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
9.59K+ 16.93% |
$196K - $203K
|
66.3K
$1.4M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.5K+ 72.61% |
$194K - $201K
|
22.6K
$476K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.41K+ 3.89% |
$192K - $199K
|
251K
$5.3M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.98K+ 22.43% |
$184K - $190K
|
49K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
8.93KNew |
$182K - $189K
|
8.93K
$188K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.61KNew |
$176K - $182K
|
8.61K
$181K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
8K+ 7.91% |
$163K - $170K
|
109K
$2.3M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.86K+ 35.3% |
$120K - $124K
|
22.5K
$473K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.65K+ 19.29% |
$115K - $120K
|
34.9K
$736K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
5.49K+ 9.33% |
$112K - $116K
|
64.3K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.13K+ 0.36% |
$105K - $109K
|
1.44M
$30.3M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.73K+ 2.34% |
$96.7K - $100K
|
207K
$4.37M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.61K+ 2.24% |
$94.3K - $97.8K
|
210K
$4.43M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.52KNew |
$92.3K - $95.7K
|
4.52K
$95.2K
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.81K+ 168.36% |
$77.7K - $80.6K
|
6.07K
$128K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.8K+ 3.41% |
$77.6K - $80.5K
|
115K
$2.43M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
3.77K+ 3.53% |
$77K - $79.8K
|
111K
$2.33M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.55K+ 8.18% |
$72.5K - $75.2K
|
47K
$989K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
3.44K+ 4.91% |
$70.2K - $72.8K
|
73.4K
$1.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.41KNew |
$69.7K - $72.3K
|
3.41K
$71.9K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.22K+ 1.3% |
$65.9K - $68.3K
|
251K
$5.28M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.13K+ 2.32% |
$63.8K - $66.2K
|
138K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.04K+ 37.37% |
$62.1K - $64.5K
|
11.2K
$236K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.8K+ 4744.07% |
$57.2K - $59.3K
|
2.86K
$60.2K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.77K+ 66.24% |
$56.7K - $58.8K
|
6.96K
$147K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.57KNew |
$52.5K - $54.5K
|
2.57K
$54.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.5K+ 83.33% |
$51.1K - $53K
|
5.5K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.28K+ 4.83% |
$46.6K - $48.3K
|
49.6K
$1.04M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.13K+ 1.61% |
$43.6K - $45.2K
|
135K
$2.84M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.13K+ 31.31% |
$43.5K - $45.1K
|
8.93K
$188K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.12K+ 13.87% |
$43.4K - $45K
|
17.4K
$367K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2K+ 9.47% |
$40.9K - $42.4K
|
23.1K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.98K+ 12.71% |
$40.5K - $42K
|
17.6K
$370K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.92K+ 0.4% |
$39.3K - $40.7K
|
488K
$10.3M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.82K+ 3.43% |
$37.2K - $38.6K
|
54.9K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.76K+ 12.51% |
$35.9K - $37.3K
|
15.8K
$333K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.71KNew |
$35K - $36.3K
|
1.71K
$36.1K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.4KNew |
$28.6K - $29.7K
|
1.4K
$29.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.38K+ 7.69% |
$28.2K - $29.3K
|
19.3K
$407K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.36KNew |
$27.8K - $28.9K
|
1.36K
$28.7K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.32K+ 1.09% |
$26.9K - $27.9K
|
122K
$2.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.26KNew |
$25.8K - $26.7K
|
1.26K
$26.6K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
1.19K+ 11.75% |
$24.2K - $25.1K
|
11.3K
$238K
|