Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
30.7K+ 34.64% |
$637K - $651K
|
119K
$2.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
30.6KNew |
$635K - $649K
|
30.6K
$647K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
29.8K+ 12.3% |
$620K - $633K
|
272K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
29.6K+ 154.3% |
$614K - $627K
|
48.7K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
28.6K+ 40.02% |
$594K - $607K
|
100K
$2.12M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
27.8KNew |
$578K - $590K
|
27.8K
$588K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
25.6KNew |
$531K - $542K
|
25.6K
$541K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.1K+ 8.12% |
$500K - $511K
|
321K
$6.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
24KNew |
$499K - $510K
|
24K
$508K
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
23.7K+ 2.51% |
$492K - $503K
|
969K
$20.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
22.9KNew |
$475K - $485K
|
22.9K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.8KNew |
$474K - $484K
|
22.8K
$483K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
21.3K+ 4.39% |
$441K - $451K
|
505K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.1K+ 46.98% |
$439K - $448K
|
66.1K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20.7K+ 38.72% |
$429K - $439K
|
74K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.6KNew |
$428K - $437K
|
20.6K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
18.9K+ 173.51% |
$393K - $402K
|
29.8K
$631K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
18.6KNew |
$385K - $394K
|
18.6K
$392K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
17.8KNew |
$369K - $377K
|
17.8K
$376K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
17.5K+ 18.74% |
$363K - $371K
|
111K
$2.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
17K+ 12.05% |
$354K - $361K
|
158K
$3.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.7KNew |
$347K - $355K
|
16.7K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
16.3KNew |
$338K - $345K
|
16.3K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16KNew |
$332K - $339K
|
16K
$338K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
15.9KNew |
$331K - $338K
|
15.9K
$337K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15.8KNew |
$328K - $335K
|
15.8K
$334K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
15.6KNew |
$325K - $332K
|
15.6K
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
15.3K+ 16.03% |
$318K - $325K
|
111K
$2.34M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
15.3KNew |
$317K - $324K
|
15.3K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
14.6K+ 10.58% |
$304K - $311K
|
153K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.6K+ 3.8% |
$303K - $309K
|
398K
$8.41M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
14.2K+ 15.55% |
$296K - $302K
|
106K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.1K+ 138.69% |
$293K - $300K
|
24.3K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14KNew |
$291K - $298K
|
14K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
14KNew |
$291K - $297K
|
14K
$296K
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
13.4KNew |
$278K - $284K
|
13.4K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.2K+ 10.38% |
$274K - $280K
|
140K
$2.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
13.1K+ 27.96% |
$273K - $278K
|
60.1K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
13.1K+ 12.82% |
$272K - $278K
|
115K
$2.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
12.4K+ 9.03% |
$257K - $263K
|
149K
$3.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
11.9KNew |
$247K - $252K
|
11.9K
$252K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.6KNew |
$242K - $247K
|
11.6K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
11.5KNew |
$238K - $244K
|
11.5K
$243K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.5KNew |
$238K - $243K
|
11.5K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11.2KNew |
$232K - $237K
|
11.2K
$236K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11KNew |
$229K - $234K
|
11K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10.5KNew |
$217K - $222K
|
10.5K
$221K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$215K - $220K
|
10.4K
$219K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
10.3KNew |
$215K - $219K
|
10.3K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.2KNew |
$211K - $216K
|
10.2K
$215K
|