Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
26.7K+ 21.71% |
$549K - $553K
|
150K
$3.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
25.1K+ 2.12% |
$516K - $519K
|
1.21M
$25.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
23.6K+ 48.35% |
$484K - $487K
|
72.3K
$1.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.1K+ 71.55% |
$474K - $477K
|
55.3K
$1.17M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.6K+ 161.51% |
$464K - $467K
|
36.6K
$773K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.6K+ 161.51% |
$464K - $467K
|
36.6K
$773K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
21.9KNew |
$450K - $453K
|
21.9K
$463K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20.3KNew |
$418K - $420K
|
20.3K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.9K+ 83.19% |
$388K - $391K
|
41.6K
$879K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
18.1KNew |
$371K - $373K
|
18.1K
$382K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18K+ 35.99% |
$370K - $372K
|
68K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.9K+ 28.6% |
$367K - $369K
|
80.4K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17.7K+ 30.54% |
$363K - $365K
|
75.6K
$1.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
17.3K+ 2.76% |
$354K - $357K
|
641K
$13.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.2KNew |
$354K - $356K
|
17.2K
$364K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
16.7KNew |
$343K - $345K
|
16.7K
$353K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.5K+ 36.8% |
$339K - $341K
|
61.3K
$1.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
16.3K+ 58.7% |
$334K - $336K
|
44K
$929K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
16.3K+ 7.09% |
$334K - $336K
|
246K
$5.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
14.8K+ 5.64% |
$305K - $307K
|
278K
$5.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$300K - $302K
|
14.6K
$309K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
13.9KNew |
$284K - $286K
|
13.9K
$293K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
13.3KNew |
$272K - $274K
|
13.3K
$280K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
11.8KNew |
$243K - $245K
|
11.8K
$250K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
11.6KNew |
$239K - $240K
|
11.6K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.9K+ 13.94% |
$224K - $226K
|
89.3K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10.8KNew |
$221K - $222K
|
10.8K
$227K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.3K+ 22.22% |
$212K - $214K
|
56.9K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
10.1K+ 2.43% |
$208K - $209K
|
428K
$9.04M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
9.2K+ 2.41% |
$189K - $190K
|
391K
$8.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
9.04K+ 39.79% |
$186K - $187K
|
31.8K
$671K
|
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
9K+ 6.93% |
$185K - $186K
|
139K
$2.93M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.89K+ 54.83% |
$182K - $184K
|
25.1K
$530K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.64K+ 9.04% |
$177K - $179K
|
104K
$2.2M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
8.17K+ 2.45% |
$168K - $169K
|
341K
$7.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
8.16K+ 8.28% |
$168K - $169K
|
107K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.02K+ 18.08% |
$165K - $166K
|
52.3K
$1.11M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
7.69K+ 4.1% |
$158K - $159K
|
195K
$4.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.66K+ 10.02% |
$157K - $158K
|
84.1K
$1.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
7.45K+ 22.6% |
$153K - $154K
|
40.4K
$854K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.16K+ 3.53% |
$127K - $127K
|
181K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.12K+ 1.48% |
$126K - $127K
|
421K
$8.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.78K+ 2.03% |
$119K - $119K
|
290K
$6.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5.57KNew |
$114K - $115K
|
5.57K
$118K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.49K+ 2.09% |
$113K - $113K
|
269K
$5.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.04K+ 15.7% |
$104K - $104K
|
37.2K
$785K
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.04K+ 14.45% |
$103K - $104K
|
39.9K
$843K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5.03K+ 1.16% |
$103K - $104K
|
439K
$9.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4.91K+ 2.07% |
$101K - $101K
|
242K
$5.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
4.75K+ 3.83% |
$97.6K - $98.2K
|
129K
$2.72M
|