Purchases and Sales Made in Q1 2023 in Invesco Et Self Idxd Fd Tr Bul (BSCO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCO) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
17K+ 38.5% |
$346K - $350K
|
61K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.9K+ 21.46% |
$345K - $349K
|
95.6K
$2.02M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.8KNew |
$344K - $347K
|
16.8K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.4K+ 15.51% |
$335K - $339K
|
122K
$2.58M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.2KNew |
$331K - $335K
|
16.2K
$343K
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
16.2K+ 12.83% |
$331K - $334K
|
142K
$3.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.1K+ 7.6% |
$330K - $333K
|
228K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.7K+ 7.3% |
$320K - $323K
|
230K
$4.87M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
15.6K+ 27.33% |
$318K - $321K
|
72.5K
$1.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
15.5K+ 7.26% |
$318K - $321K
|
230K
$4.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.5K+ 44.96% |
$317K - $320K
|
50K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
14.9K+ 4.23% |
$305K - $308K
|
367K
$7.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
14.7K+ 5.18% |
$300K - $303K
|
298K
$6.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
14.6K+ 5.87% |
$298K - $301K
|
263K
$5.56M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
14.5KNew |
$297K - $300K
|
14.5K
$308K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
14.2K+ 121.85% |
$290K - $293K
|
25.8K
$546K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.2K+ 78.35% |
$290K - $293K
|
32.2K
$682K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14KNew |
$286K - $289K
|
14K
$296K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
13.5K+ 17.04% |
$275K - $278K
|
92.5K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
12.4K+ 48.34% |
$254K - $256K
|
38.1K
$805K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 3.87% |
$253K - $256K
|
333K
$7.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
12.1K+ 38.28% |
$247K - $249K
|
43.6K
$923K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
11.8K+ 8.41% |
$242K - $244K
|
153K
$3.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
11.8K+ 34.14% |
$242K - $244K
|
46.5K
$983K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
11.3K+ 10.04% |
$231K - $234K
|
124K
$2.62M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.3KNew |
$231K - $233K
|
11.3K
$239K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$223K - $225K
|
10.9K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
10.7K+ 4.08% |
$219K - $221K
|
273K
$5.77M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
10.3K+ 2.51% |
$210K - $212K
|
418K
$8.83M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.2KNew |
$209K - $211K
|
10.2K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
10.2K+ 24.04% |
$208K - $210K
|
52.5K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 38.77% |
$206K - $208K
|
36.1K
$762K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
9.67K+ 4.89% |
$198K - $200K
|
207K
$4.38M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.2K+ 88.46% |
$188K - $190K
|
19.6K
$414K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.07K+ 19.22% |
$185K - $187K
|
56.3K
$1.19M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.81K+ 3.03% |
$180K - $182K
|
300K
$6.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
8.72K+ 9.71% |
$178K - $180K
|
98.6K
$2.08M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.44K+ 37.15% |
$172K - $174K
|
31.2K
$659K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
8.24K+ 22.27% |
$168K - $170K
|
45.2K
$956K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.6K+ 45.12% |
$155K - $157K
|
24.4K
$517K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.38K+ 31.19% |
$151K - $152K
|
31K
$656K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.01K+ 3.41% |
$143K - $145K
|
213K
$4.49M
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
6.73K+ 9.1% |
$137K - $139K
|
80.6K
$1.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
6.67K+ 2.6% |
$136K - $138K
|
263K
$5.56M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.63K+ 2.2% |
$135K - $137K
|
308K
$6.52M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.6K+ 12.87% |
$135K - $136K
|
57.9K
$1.22M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.29K+ 2.03% |
$128K - $130K
|
315K
$6.66M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.83K+ 117.7% |
$119K - $120K
|
10.8K
$228K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.5KNew |
$112K - $113K
|
5.5K
$116K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.27KNew |
$108K - $109K
|
5.27K
$111K
|