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 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-193- 13.89% |
$3.94K - $4.09K
|
1.2K
$25.2K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-200- 12.11% |
$4.09K - $4.24K
|
1.45K
$30.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-205- 0.18% |
$4.19K - $4.34K
|
116K
$2.45M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-228- 1.44% |
$4.66K - $4.83K
|
15.6K
$329K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-230- 26.71% |
$4.7K - $4.87K
|
631
$13.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-293- 1.91% |
$5.99K - $6.21K
|
15.1K
$317K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-295- 0.28% |
$6.03K - $6.25K
|
104K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-319- 1.79% |
$6.52K - $6.76K
|
17.5K
$369K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-321- 8.22% |
$6.56K - $6.8K
|
3.58K
$75.5K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-330- 13.17% |
$6.74K - $6.99K
|
2.18K
$45.8K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-341- 34.27% |
$6.97K - $7.23K
|
654
$13.8K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-346- 0.84% |
$7.07K - $7.33K
|
41K
$864K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-348- 1.4% |
$7.11K - $7.37K
|
24.6K
$518K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-456- 0.45% |
$9.32K - $9.66K
|
100K
$2.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-525- 1.33% |
$10.7K - $11.1K
|
38.9K
$819K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-556- 3.87% |
$11.4K - $11.8K
|
13.8K
$291K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-600- 3.19% |
$12.3K - $12.7K
|
18.2K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-611- 3.14% |
$12.5K - $12.9K
|
18.8K
$397K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-692- 54.62% |
$14.1K - $14.7K
|
575
$12.1K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-708- 1.95% |
$14.5K - $15K
|
35.6K
$751K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-720- 28.79% |
$14.7K - $15.3K
|
1.78K
$37.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-753- 1.98% |
$15.4K - $16K
|
37.2K
$784K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-900- 5.45% |
$18.4K - $19.1K
|
15.6K
$329K
|
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-926- 2.71% |
$18.9K - $19.6K
|
33.2K
$700K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-935- 6.21% |
$19.1K - $19.8K
|
14.1K
$298K
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-982- 1.77% |
$20.1K - $20.8K
|
54.4K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-987- 19.25% |
$20.2K - $20.9K
|
4.14K
$87.2K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1K- 1.35% |
$20.5K - $21.3K
|
73.3K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.02K- 4.3% |
$20.9K - $21.7K
|
22.7K
$479K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.09K- 4.24% |
$22.2K - $23K
|
24.5K
$516K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-1.23K- 52.77% |
$25.1K - $26K
|
1.1K
$23.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.53K- 2.63% |
$31.2K - $32.4K
|
56.5K
$1.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.59K- 16.85% |
$32.4K - $33.6K
|
7.82K
$165K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.64K- 2.25% |
$33.5K - $34.7K
|
71.1K
$1.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.71K- 14.67% |
$35K - $36.3K
|
9.96K
$210K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.8K- 18.83% |
$36.9K - $38.2K
|
7.78K
$164K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.94K- 4.7% |
$39.5K - $41K
|
39.3K
$827K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.97K- 6.46% |
$40.2K - $41.7K
|
28.5K
$600K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.05K- 1.2% |
$42K - $43.5K
|
169K
$3.55M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-2.08K- 37.48% |
$42.6K - $44.1K
|
3.47K
$73.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.43K- 4.27% |
$49.6K - $51.4K
|
54.4K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.61K- 3.35% |
$53.3K - $55.3K
|
75.4K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.8K- 97.94% |
$57.2K - $59.3K
|
59
$1.24K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.91K- 0.62% |
$59.5K - $61.7K
|
464K
$9.78M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.98K- 2.14% |
$60.9K - $63.2K
|
136K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.02K- 3.01% |
$61.7K - $64K
|
97.5K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.13K- 2.27% |
$63.8K - $66.2K
|
135K
$2.84M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-3.17K- 17.38% |
$64.7K - $67.1K
|
15.1K
$317K
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-3.37K- 1.62% |
$68.8K - $71.3K
|
205K
$4.31M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.42K- 6.09% |
$69.8K - $72.4K
|
52.7K
$1.11M
|