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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-8.01K- 4.76% |
$165K - $165K
|
160K
$3.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-8.29K- 22.49% |
$170K - $171K
|
28.6K
$603K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.39K- 33.0% |
$172K - $173K
|
17K
$360K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-8.44K- 17.08% |
$173K - $174K
|
40.9K
$865K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.01K- 3.71% |
$185K - $186K
|
234K
$4.94M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-9.75K- 4.42% |
$200K - $201K
|
211K
$4.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-10.3K- 12.29% |
$211K - $212K
|
73.2K
$1.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-10.8K- 34.49% |
$223K - $224K
|
20.6K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11.3K- 4.92% |
$233K - $234K
|
219K
$4.62M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-11.5K- 0.74% |
$236K - $237K
|
1.54M
$32.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-11.5K- 3.95% |
$236K - $238K
|
279K
$5.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-12.3K- 43.5% |
$253K - $255K
|
16K
$338K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-14K- 54.35% |
$288K - $290K
|
11.8K
$249K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-14.1K- 9.86% |
$290K - $292K
|
129K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.7K- 0.57% |
$303K - $304K
|
2.57M
$54.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.4K- 13.14% |
$337K - $339K
|
109K
$2.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-17.3K- 41.57% |
$354K - $356K
|
24.3K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.5K- 47.25% |
$359K - $361K
|
19.5K
$412K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-18.4K- 2.11% |
$377K - $379K
|
852K
$18M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-19.7K- 6.42% |
$405K - $408K
|
287K
$6.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-19.8K- 6.42% |
$407K - $409K
|
289K
$6.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20K- 43.96% |
$411K - $413K
|
25.5K
$539K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-22.5K- 16.62% |
$462K - $465K
|
113K
$2.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-23.9K- 26.49% |
$491K - $494K
|
66.4K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-24.4K- 4.38% |
$502K - $505K
|
534K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-26.2K- 36.92% |
$539K - $542K
|
44.8K
$946K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-27.1K- 30.74% |
$556K - $560K
|
61K
$1.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-27.2K- 3.48% |
$559K - $562K
|
755K
$15.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-28.1K- 46.12% |
$578K - $581K
|
32.9K
$694K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-29.6K- 15.6% |
$607K - $611K
|
160K
$3.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-30.2K- 47.96% |
$621K - $624K
|
32.8K
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-33K- 31.77% |
$678K - $682K
|
70.9K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35.2KClosed |
$723K - $727K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.8K- 2.39% |
$776K - $781K
|
1.54M
$32.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43.3K- 4.97% |
$888K - $894K
|
828K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46.6K- 4.21% |
$957K - $962K
|
1.06M
$22.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-47K- 13.2% |
$965K - $971K
|
309K
$6.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-50.9K- 14.64% |
$1.05M - $1.05M
|
297K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-52.8K- 19.59% |
$1.08M - $1.09M
|
217K
$4.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-54.5K- 23.45% |
$1.12M - $1.12M
|
178K
$3.75M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-60.6KClosed |
$1.25M - $1.25M
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-93.6K- 36.48% |
$1.92M - $1.93M
|
163K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-95K- 20.61% |
$1.95M - $1.96M
|
366K
$7.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-107K- 20.63% |
$2.2M - $2.21M
|
411K
$8.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 5.08% |
$2.45M - $2.46M
|
2.23M
$47M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-129K- 43.02% |
$2.65M - $2.66M
|
171K
$3.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-130K- 23.49% |
$2.67M - $2.69M
|
424K
$8.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-148K- 99.62% |
$3.03M - $3.05M
|
559
$11.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-219K- 52.2% |
$4.49M - $4.52M
|
200K
$4.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-279K- 83.69% |
$5.74M - $5.77M
|
54.4K
$1.15M
|