Purchases and Sales Made in Q1 2023 in Invesco Et Self Idxd Fd Tr Bul (BSCN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCN) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-30.9K- 50.12% |
$649K - $651K
|
30.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-33.1K- 30.8% |
$696K - $698K
|
74.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-36.5K- 29.16% |
$767K - $770K
|
88.7K
$0
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-39.2K- 65.67% |
$823K - $826K
|
20.5K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-44.5K- 10.76% |
$934K - $938K
|
369K
$0
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-46.8K- 18.34% |
$983K - $987K
|
208K
$0
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-46.8K- 11.43% |
$983K - $987K
|
363K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-47.6K- 25.03% |
$999K - $1M
|
143K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-49.9K- 1.57% |
$1.05M - $1.05M
|
3.12M
$0
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-58.8K- 53.62% |
$1.24M - $1.24M
|
50.9K
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-59K- 13.23% |
$1.24M - $1.24M
|
387K
$0
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-62.9K- 65.75% |
$1.32M - $1.33M
|
32.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-66.2K- 1.32% |
$1.39M - $1.4M
|
4.95M
$0
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-93.6K- 11.28% |
$1.97M - $1.97M
|
736K
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-99.8K- 40.32% |
$2.1M - $2.1M
|
148K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-104K- 20.77% |
$2.19M - $2.2M
|
398K
$0
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-108K- 56.09% |
$2.27M - $2.28M
|
84.6K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-118K- 30.7% |
$2.47M - $2.48M
|
265K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-118K- 5.92% |
$2.47M - $2.48M
|
1.87M
$0
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-133K- 28.46% |
$2.8M - $2.81M
|
335K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-141K- 13.05% |
$2.96M - $2.97M
|
938K
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-141K- 89.46% |
$2.96M - $2.97M
|
16.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-150K- 28.44% |
$3.15M - $3.16M
|
377K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-161K- 59.12% |
$3.39M - $3.4M
|
112K
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-174K- 40.93% |
$3.65M - $3.67M
|
251K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-177K- 94.47% |
$3.71M - $3.72M
|
10.3K
$0
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-181K- 71.96% |
$3.81M - $3.83M
|
70.7K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-188K- 22.55% |
$3.96M - $3.97M
|
647K
$0
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-192K- 21.59% |
$4.04M - $4.05M
|
698K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-193K- 10.03% |
$4.05M - $4.06M
|
1.73M
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-205K- 21.63% |
$4.3M - $4.31M
|
741K
$0
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-226K- 47.77% |
$4.74M - $4.76M
|
247K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-235K- 74.51% |
$4.93M - $4.95M
|
80.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-258K- 27.44% |
$5.41M - $5.43M
|
681K
$0
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-293K- 90.26% |
$6.16M - $6.18M
|
31.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-442K- 11.17% |
$9.27M - $9.31M
|
3.51M
$0
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-446K- 96.3% |
$9.37M - $9.41M
|
17.2K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-537K- 51.32% |
$11.3M - $11.3M
|
509K
$0
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-802K- 53.54% |
$16.8M - $16.9M
|
696K
$0
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-920K- 8.78% |
$19.3M - $19.4M
|
9.56M
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-943K- 26.62% |
$19.8M - $19.9M
|
2.6M
$0
|