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 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1K+ 2.21% |
$20.5K - $20.7K
|
46.2K
$977K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
977+ 5.14% |
$20.1K - $20.2K
|
20K
$422K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
966New |
$19.8K - $20K
|
966
$20.4K
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
943+ 8.44% |
$19.4K - $19.5K
|
12.1K
$256K
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
928+ 2.44% |
$19.1K - $19.2K
|
39K
$825K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
781+ 0.4% |
$16K - $16.1K
|
198K
$4.18M
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
725+ 102.4% |
$14.9K - $15K
|
1.43K
$30.3K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
679New |
$13.9K - $14K
|
679
$14.4K
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
649+ 0.58% |
$13.3K - $13.4K
|
113K
$2.38M
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
BUY
|
- |
577+ 0.72% |
$11.9K - $11.9K
|
81.2K
$1.72M
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
562+ 3.8% |
$11.5K - $11.6K
|
15.3K
$324K
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
476+ 0.31% |
$9.78K - $9.83K
|
153K
$3.23M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
451+ 0.42% |
$9.26K - $9.32K
|
108K
$2.28M
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
450+ 1.82% |
$9.24K - $9.3K
|
25.2K
$533K
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
444+ 1.62% |
$9.12K - $9.17K
|
27.9K
$589K
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
396+ 0.74% |
$8.13K - $8.18K
|
54.2K
$1.14M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
392+ 2.1% |
$8.05K - $8.1K
|
19.1K
$403K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
364+ 2.38% |
$7.48K - $7.52K
|
15.7K
$331K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
348+ 0.85% |
$7.15K - $7.19K
|
41.2K
$870K
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
347+ 0.74% |
$7.13K - $7.17K
|
47.5K
$1M
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
324New |
$6.65K - $6.69K
|
324
$6.85K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
250+ 0.62% |
$5.14K - $5.17K
|
40.7K
$861K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
224+ 2.91% |
$4.6K - $4.63K
|
7.91K
$167K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
136New |
$2.79K - $2.81K
|
136
$2.88K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
123+ 0.09% |
$2.53K - $2.54K
|
139K
$2.95M
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
76+ 0.05% |
$1.56K - $1.57K
|
142K
$3.01M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60New |
$1.23K - $1.24K
|
60
$1.27K
|
|
Jul 18, 2023
Q2 2023
|
Paradiem, LLC
|
BUY
|
- |
43+ 0.04% |
$883 - $888
|
109K
$2.31M
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
37+ 0.33% |
$760 - $764
|
11.4K
$241K
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
28+ 0.27% |
$575 - $578
|
10.3K
$217K
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
28+ 0.22% |
$575 - $578
|
12.8K
$271K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
24+ 0.21% |
$493 - $496
|
11.3K
$239K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21New |
$431 - $434
|
21
$444
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15+ 0.75% |
$308 - $310
|
2.01K
$42.5K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
15+ 0.07% |
$308 - $310
|
21.3K
$451K
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
8+ 0.05% |
$164 - $165
|
15.2K
$322K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.0% |
$20.5 - $20.7
|
66.2K
$1.4M
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$20.5 - $20.7
|
17K
$358K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-77- 0.98% |
$1.58K - $1.59K
|
7.76K
$164K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-78- 0.04% |
$1.6K - $1.61K
|
215K
$4.54M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-202- 0.78% |
$4.15K - $4.17K
|
25.8K
$546K
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-230- 0.56% |
$4.72K - $4.75K
|
40.9K
$864K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-262- 0.73% |
$5.38K - $5.41K
|
35.8K
$757K
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-266- 0.04% |
$5.46K - $5.5K
|
611K
$12.9M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-346- 3.21% |
$7.11K - $7.15K
|
10.4K
$221K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-389- 1.51% |
$7.99K - $8.04K
|
25.3K
$535K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-400- 1.55% |
$8.22K - $8.26K
|
25.4K
$536K
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-421- 1.04% |
$8.65K - $8.7K
|
40K
$846K
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-442- 1.37% |
$9.08K - $9.13K
|
31.8K
$672K
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-450- 0.9% |
$9.24K - $9.3K
|
49.4K
$1.04M
|