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 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-497- 50.61% |
$10.2K - $10.3K
|
485
$10.2K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-558- 3.86% |
$11.5K - $11.5K
|
13.9K
$294K
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-594- 5.65% |
$12.2K - $12.3K
|
9.91K
$209K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-727- 4.9% |
$14.9K - $15K
|
14.1K
$298K
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-813- 0.22% |
$16.7K - $16.8K
|
370K
$7.81M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-900- 19.97% |
$18.5K - $18.6K
|
3.61K
$76.2K
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1K- 0.39% |
$20.5K - $20.7K
|
257K
$5.43M
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-1K- 1.95% |
$20.5K - $20.7K
|
50.3K
$1.06M
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.2K- 1.63% |
$24.6K - $24.8K
|
72.4K
$1.53M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.21K- 6.87% |
$24.8K - $25K
|
16.4K
$346K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 2.3% |
$25.6K - $25.8K
|
53K
$1.12M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-1.38K- 6.79% |
$28.3K - $28.4K
|
18.9K
$400K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.38K- 6.79% |
$28.3K - $28.4K
|
18.9K
$400K
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.4K- 9.77% |
$28.8K - $28.9K
|
12.9K
$273K
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 3.09% |
$30.3K - $30.5K
|
46.3K
$977K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.52K- 2.08% |
$31.3K - $31.5K
|
71.6K
$1.51M
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.69K- 3.22% |
$34.7K - $34.9K
|
50.8K
$1.07M
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-1.93K- 7.53% |
$39.6K - $39.9K
|
23.7K
$500K
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.01K- 1.54% |
$41.2K - $41.4K
|
128K
$2.71M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.2K- 3.91% |
$45.1K - $45.4K
|
54.1K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.21K- 2.63% |
$45.4K - $45.7K
|
81.7K
$1.73M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.29K- 15.53% |
$47K - $47.2K
|
12.4K
$263K
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2.39K- 6.08% |
$49.1K - $49.4K
|
36.9K
$780K
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.49K- 13.55% |
$51K - $51.3K
|
15.9K
$335K
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.52K- 9.02% |
$51.7K - $52K
|
25.4K
$536K
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-2.56K- 1.42% |
$52.5K - $52.8K
|
178K
$3.76M
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.57K- 37.79% |
$52.7K - $53K
|
4.22K
$89.2K
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.68K- 0.52% |
$55.1K - $55.4K
|
517K
$10.9M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.94K- 77.82% |
$60.3K - $60.7K
|
837
$17.7K
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-3.13K- 4.69% |
$64.3K - $64.7K
|
63.6K
$1.34M
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.18K- 3.61% |
$65.3K - $65.7K
|
84.9K
$1.79M
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.4K- 6.52% |
$69.8K - $70.2K
|
48.8K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.54K- 2.87% |
$72.7K - $73.1K
|
120K
$2.53M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.68K- 13.98% |
$75.6K - $76K
|
22.7K
$479K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.18K- 26.81% |
$85.9K - $86.4K
|
11.4K
$241K
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.22K- 0.66% |
$86.7K - $87.2K
|
631K
$13.3M
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.27K- 3.18% |
$87.6K - $88.1K
|
130K
$2.74M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.55K- 10.29% |
$93.5K - $94.1K
|
39.7K
$839K
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-4.65K- 1.71% |
$95.6K - $96.2K
|
268K
$5.66M
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.72K- 17.33% |
$97K - $97.6K
|
22.5K
$476K
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.86K- 5.78% |
$99.8K - $100K
|
79.2K
$1.67M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.89K- 3.24% |
$100K - $101K
|
146K
$3.08M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.33K- 10.51% |
$110K - $110K
|
45.4K
$959K
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-5.88K- 29.74% |
$121K - $121K
|
13.9K
$293K
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-6.01K- 32.1% |
$123K - $124K
|
12.7K
$268K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.22K- 21.48% |
$128K - $128K
|
22.7K
$480K
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-6.41K- 12.77% |
$132K - $132K
|
43.8K
$925K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6.99K- 2.65% |
$144K - $144K
|
256K
$5.41M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.01K- 32.13% |
$144K - $145K
|
14.8K
$313K
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-7.42K- 8.0% |
$152K - $153K
|
85.3K
$1.8M
|