Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.42K+ 162.41% |
$114K - $115K
|
8.75K
$184K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.22K+ 31.69% |
$110K - $111K
|
21.7K
$457K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.74K+ 8.56% |
$99.6K - $101K
|
60.1K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.56K+ 22.14% |
$95.8K - $96.8K
|
25.2K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.46K+ 7.4% |
$93.7K - $94.7K
|
64.7K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.26K+ 4.35% |
$89.5K - $90.4K
|
102K
$2.15M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
4.14K+ 6.84% |
$87K - $87.9K
|
64.7K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.07K+ 22.63% |
$85.5K - $86.4K
|
22.1K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.86K+ 5.36% |
$81.1K - $81.9K
|
75.8K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
3.41K+ 3.07% |
$71.6K - $72.4K
|
114K
$2.41M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.38KNew |
$71.1K - $71.8K
|
3.38K
$71.2K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.37KNew |
$70.8K - $71.6K
|
3.37K
$71K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.94K+ 2.69% |
$61.8K - $62.4K
|
112K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.91K+ 4.9% |
$61.1K - $61.8K
|
62.2K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.82K+ 7.72% |
$59.3K - $59.9K
|
39.4K
$828K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.65K+ 74.42% |
$55.7K - $56.3K
|
6.21K
$131K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.64K+ 2.32% |
$55.4K - $56K
|
116K
$2.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2.63K+ 194.53% |
$55.3K - $55.8K
|
3.98K
$83.8K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.6K+ 2.18% |
$54.6K - $55.2K
|
122K
$2.56M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.59K+ 259000.0% |
$54.4K - $55K
|
2.59K
$54.5K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.42K+ 1.83% |
$50.9K - $51.4K
|
135K
$2.83M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.38K+ 10.29% |
$50K - $50.5K
|
25.5K
$537K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.29K+ 3.82% |
$48.1K - $48.6K
|
62.3K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.25K+ 1.4% |
$47.2K - $47.7K
|
163K
$3.43M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.21K+ 5.53% |
$46.5K - $47K
|
42.2K
$888K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.17K+ 1.38% |
$45.6K - $46K
|
160K
$3.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.1K+ 3.06% |
$44.2K - $44.6K
|
70.7K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2KNew |
$42K - $42.5K
|
2K
$42.1K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.93K+ 4.5% |
$40.6K - $41K
|
44.8K
$944K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.9KNew |
$39.9K - $40.3K
|
1.9K
$40K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
1.87K+ 16.31% |
$39.4K - $39.8K
|
13.4K
$281K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.71K+ 9.03% |
$36K - $36.4K
|
20.7K
$436K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.66KNew |
$34.9K - $35.2K
|
1.66K
$34.9K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.63KNew |
$34.2K - $34.5K
|
1.63K
$34.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
1.61K+ 8.05% |
$33.7K - $34.1K
|
21.6K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.57K+ 2.35% |
$32.9K - $33.2K
|
68.1K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.5K+ 2.02% |
$31.5K - $31.8K
|
75.8K
$1.6M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.42KNew |
$29.8K - $30.1K
|
1.42K
$29.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.23KNew |
$25.8K - $26.1K
|
1.23K
$25.9K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.08K+ 5.25% |
$22.6K - $22.9K
|
21.6K
$455K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 12.27% |
$21.7K - $21.9K
|
9.45K
$199K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.03K+ 0.12% |
$21.7K - $21.9K
|
887K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1KNew |
$21K - $21.2K
|
1K
$21.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 75.19% |
$21K - $21.2K
|
2.33K
$49K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
969+ 35.33% |
$20.4K - $20.6K
|
3.71K
$78.1K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
935+ 1.6% |
$19.6K - $19.9K
|
59.4K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
872+ 2.66% |
$18.3K - $18.5K
|
33.7K
$709K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
848+ 21.91% |
$17.8K - $18K
|
4.72K
$99.3K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
811+ 0.52% |
$17K - $17.2K
|
158K
$3.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
750+ 0.42% |
$15.8K - $15.9K
|
181K
$3.81M
|