Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
61K+ 12.18% |
$1.25M - $1.28M
|
562K
$11.8M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
59.9KNew |
$1.23M - $1.26M
|
59.9K
$1.26M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
56K+ 10.49% |
$1.15M - $1.18M
|
590K
$12.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
53.9KNew |
$1.11M - $1.14M
|
53.9K
$1.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
53.5K+ 11.66% |
$1.1M - $1.13M
|
512K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.1KNew |
$1.07M - $1.1M
|
52.1K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
50.7K+ 1.29% |
$1.04M - $1.07M
|
3.97M
$83.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
50.7K+ 83.42% |
$1.04M - $1.07M
|
111K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
49.8K+ 352.36% |
$1.02M - $1.05M
|
63.9K
$1.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
49.1KNew |
$1.01M - $1.03M
|
49.1K
$1.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
45.5K+ 3.78% |
$936K - $957K
|
1.25M
$26.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45.3K+ 18.0% |
$930K - $952K
|
297K
$6.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
42.6KNew |
$876K - $896K
|
42.6K
$897K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
41K+ 114.92% |
$842K - $862K
|
76.6K
$1.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
39.2K+ 6818.26% |
$806K - $825K
|
39.8K
$838K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
38.6K+ 136.42% |
$793K - $812K
|
66.9K
$1.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.5KNew |
$791K - $810K
|
38.5K
$811K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
38.1KNew |
$784K - $802K
|
38.1K
$803K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
37.4K+ 13.01% |
$769K - $787K
|
325K
$6.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
36.8KNew |
$756K - $774K
|
36.8K
$775K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36.3K+ 48.23% |
$746K - $764K
|
112K
$2.35M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
36.3KNew |
$745K - $763K
|
36.3K
$764K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
36.2KNew |
$744K - $762K
|
36.2K
$763K
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
35.2KNew |
$724K - $741K
|
35.2K
$742K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.1K+ 89.06% |
$721K - $738K
|
74.4K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
34.3K+ 16.31% |
$705K - $722K
|
245K
$5.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
34K+ 17.55% |
$698K - $714K
|
227K
$4.79M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
33.9K+ 3.11% |
$697K - $713K
|
1.12M
$23.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.8KNew |
$674K - $690K
|
32.8K
$691K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.7K+ 82.79% |
$672K - $688K
|
72.2K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
32.5K+ 97.69% |
$668K - $683K
|
65.7K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31.7K+ 66.44% |
$651K - $666K
|
79.3K
$1.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
30.6KNew |
$630K - $644K
|
30.6K
$645K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
30.6KNew |
$629K - $644K
|
30.6K
$645K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
30.5K+ 10.97% |
$627K - $641K
|
308K
$6.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29K+ 77.28% |
$596K - $610K
|
66.5K
$1.4M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.7KNew |
$591K - $605K
|
28.7K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
26.8K+ 30.2% |
$551K - $564K
|
116K
$2.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
26.6K+ 47.35% |
$548K - $560K
|
82.9K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
25.2KNew |
$518K - $530K
|
25.2K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
BUY
|
- |
25K+ 6.67% |
$514K - $526K
|
400K
$8.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$495K - $507K
|
24.1K
$507K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
23.9K+ 0.85% |
$492K - $504K
|
2.86M
$60.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
23.8K+ 100.0% |
$489K - $501K
|
47.6K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
23.8K+ 3.78% |
$489K - $500K
|
653K
$13.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
20.2KNew |
$415K - $425K
|
20.2K
$425K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19.8KNew |
$406K - $416K
|
19.8K
$417K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
18.4K+ 40.08% |
$378K - $387K
|
64.2K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
17.9KNew |
$369K - $377K
|
17.9K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.7K+ 124.78% |
$364K - $372K
|
31.9K
$672K
|