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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.15KNew |
$23.6K - $24.4K
|
1.15K
$24.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.03K+ 180.1% |
$21.1K - $21.9K
|
1.61K
$33.8K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1K+ 2.59% |
$20.4K - $21.2K
|
39.6K
$833K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
985+ 3.61% |
$20.1K - $20.9K
|
28.3K
$596K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
879+ 1.61% |
$18K - $18.6K
|
55.5K
$1.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
679+ 0.52% |
$13.9K - $14.4K
|
131K
$2.77M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
675+ 2.5% |
$13.8K - $14.3K
|
27.6K
$582K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
666+ 0.41% |
$13.6K - $14.1K
|
162K
$3.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
588+ 2.08% |
$12K - $12.5K
|
28.9K
$608K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
579+ 11.82% |
$11.8K - $12.3K
|
5.48K
$115K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
578+ 2.13% |
$11.8K - $12.2K
|
27.7K
$584K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
556+ 85.54% |
$11.4K - $11.8K
|
1.21K
$25.4K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
522+ 0.57% |
$10.7K - $11.1K
|
91.8K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
411+ 0.44% |
$8.4K - $8.71K
|
92.8K
$1.96M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
324+ 0.51% |
$6.62K - $6.87K
|
63.8K
$1.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
265+ 202.29% |
$5.41K - $5.62K
|
396
$8.34K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
258+ 0.75% |
$5.27K - $5.47K
|
34.7K
$730K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
254+ 2.57% |
$5.19K - $5.38K
|
10.2K
$214K
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
226+ 0.96% |
$4.62K - $4.79K
|
23.7K
$499K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
196New |
$4K - $4.15K
|
196
$4.13K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
169+ 1.67% |
$3.45K - $3.58K
|
10.3K
$217K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
166+ 47.7% |
$3.39K - $3.52K
|
514
$10.8K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
130+ 18.68% |
$2.66K - $2.75K
|
826
$17.4K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
100New |
$2.04K - $2.12K
|
100
$2.11K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
82+ 0.35% |
$1.68K - $1.74K
|
23.3K
$490K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
74New |
$1.51K - $1.57K
|
74
$1.56K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
68New |
$1.39K - $1.44K
|
68
$1.43K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
50+ 0.39% |
$1.02K - $1.06K
|
12.9K
$271K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
50New |
$1.02K - $1.06K
|
50
$1.05K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
50+ 1.9% |
$1.02K - $1.06K
|
2.68K
$56.5K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
48+ 1.89% |
$981 - $1.02K
|
2.59K
$54.5K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
46+ 1.92% |
$940 - $975
|
2.44K
$51.4K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29+ 1.9% |
$592 - $615
|
1.56K
$32.8K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 32.05% |
$511 - $530
|
103
$2.17K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
22+ 146.67% |
$449 - $466
|
37
$780
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21+ 1.62% |
$429 - $445
|
1.32K
$27.7K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
19+ 0.01% |
$388 - $403
|
139K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
13+ 1.41% |
$266 - $275
|
937
$19.7K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12New |
$245 - $254
|
12
$253
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$204 - $212
|
17.2K
$362K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 2.11% |
$163 - $170
|
387
$8.15K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.01% |
$163 - $170
|
65.7K
$1.38M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.71% |
$40.9 - $42.4
|
119
$2.51K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2+ 1.5% |
$40.9 - $42.4
|
135
$2.84K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.76% |
$40.9 - $42.4
|
262
$5.52K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-40- 0.27% |
$817 - $848
|
14.8K
$313K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-60- 0.23% |
$1.23K - $1.27K
|
25.8K
$544K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-68- 1.45% |
$1.39K - $1.44K
|
4.62K
$97.3K
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-69- 0.37% |
$1.41K - $1.46K
|
18.5K
$389K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-180- 0.76% |
$3.68K - $3.81K
|
23.5K
$494K
|