Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
19+ 1.03% |
$402 - $404
|
1.86K
$0
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
12+ 0.08% |
$254 - $255
|
14.5K
$0
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11+ 0.04% |
$233 - $234
|
30.5K
$0
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
10+ 1.05% |
$212 - $213
|
959
$0
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 5.26% |
$21.2 - $21.3
|
20
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-36- 0.07% |
$762 - $765
|
50.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-70- 0.01% |
$1.48K - $1.49K
|
514K
$0
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-105- 0.28% |
$2.22K - $2.23K
|
36.8K
$0
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-110- 2.33% |
$2.33K - $2.34K
|
4.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-144- 2.42% |
$3.05K - $3.06K
|
5.8K
$0
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-225- 0.61% |
$4.76K - $4.78K
|
36.8K
$0
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
SELL
|
- |
-234- 1.11% |
$4.95K - $4.97K
|
20.9K
$0
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-264- 0.66% |
$5.59K - $5.61K
|
39.6K
$0
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-299- 0.2% |
$6.33K - $6.36K
|
146K
$0
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-309- 2.15% |
$6.54K - $6.57K
|
14K
$0
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-343- 0.32% |
$7.26K - $7.29K
|
108K
$0
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-472- 16.76% |
$9.99K - $10K
|
2.34K
$0
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-519- 0.72% |
$11K - $11K
|
71.2K
$0
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-574- 1.43% |
$12.2K - $12.2K
|
39.4K
$0
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-590- 3.75% |
$12.5K - $12.5K
|
15.2K
$0
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-617- 3.26% |
$13.1K - $13.1K
|
18.3K
$0
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-662- 2.03% |
$14K - $14.1K
|
31.9K
$0
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-725- 1.75% |
$15.3K - $15.4K
|
40.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-726- 3.43% |
$15.4K - $15.4K
|
20.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-763- 6.98% |
$16.2K - $16.2K
|
10.2K
$0
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-844- 8.15% |
$17.9K - $17.9K
|
9.51K
$0
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-953- 5.22% |
$20.2K - $20.3K
|
17.3K
$0
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-987- 2.65% |
$20.9K - $21K
|
36.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.04K- 14.22% |
$22.1K - $22.2K
|
6.3K
$0
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.2K- 2.86% |
$25.4K - $25.5K
|
40.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.26K- 2.44% |
$26.7K - $26.8K
|
50.3K
$0
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.27K- 0.42% |
$26.9K - $27K
|
299K
$0
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.33K- 1.15% |
$28.2K - $28.3K
|
115K
$0
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.35K- 0.95% |
$28.6K - $28.8K
|
142K
$0
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.38K- 6.75% |
$29.3K - $29.4K
|
19.1K
$0
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.39K- 2.37% |
$29.5K - $29.6K
|
57.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 5.17% |
$29.6K - $29.8K
|
25.7K
$0
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.46K- 4.4% |
$30.8K - $31K
|
31.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.55K- 8.99% |
$32.9K - $33K
|
15.7K
$0
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.62K- 4.0% |
$34.3K - $34.4K
|
38.9K
$0
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-1.66K- 0.78% |
$35.1K - $35.2K
|
212K
$0
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.74K- 12.1% |
$36.9K - $37.1K
|
12.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.76K- 5.79% |
$37.2K - $37.3K
|
28.6K
$0
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.83K- 14.44% |
$38.7K - $38.9K
|
10.8K
$0
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-2.02K- 6.62% |
$42.8K - $43K
|
28.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.04K- 1.53% |
$43.1K - $43.3K
|
131K
$0
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.14K- 26.56% |
$45.2K - $45.4K
|
5.91K
$0
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.15K- 2.27% |
$45.5K - $45.7K
|
92.4K
$0
|