Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
982+ 27.22% |
$20.2K - $20.3K
|
4.59K
$96.9K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
945+ 0.88% |
$19.4K - $19.6K
|
109K
$2.3M
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
905+ 0.73% |
$18.6K - $18.7K
|
126K
$2.65M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
899+ 20.91% |
$18.5K - $18.6K
|
5.2K
$110K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
848+ 1.49% |
$17.5K - $17.6K
|
57.7K
$1.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
780New |
$16.1K - $16.1K
|
780
$16.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
775+ 0.39% |
$15.9K - $16K
|
198K
$4.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
BUY
|
- |
629+ 0.48% |
$12.9K - $13K
|
132K
$2.78M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
500+ 1.08% |
$10.3K - $10.4K
|
46.7K
$987K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
403+ 0.24% |
$8.29K - $8.34K
|
169K
$3.57M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
394+ 0.73% |
$8.11K - $8.16K
|
54.5K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
345+ 0.73% |
$7.1K - $7.14K
|
47.8K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
275+ 1.88% |
$5.66K - $5.69K
|
14.9K
$314K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
243+ 0.2% |
$5K - $5.03K
|
120K
$2.54M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
208New |
$4.28K - $4.31K
|
208
$4.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
206+ 1.3% |
$4.24K - $4.26K
|
16.1K
$339K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
200+ 0.79% |
$4.12K - $4.14K
|
25.4K
$537K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
180+ 0.27% |
$3.7K - $3.73K
|
66K
$1.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
90+ 0.72% |
$1.85K - $1.86K
|
12.5K
$264K
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
64+ 0.16% |
$1.32K - $1.32K
|
40K
$844K
|
|
|
Oct 30, 2023
Q3 2023
|
Paradiem, LLC
|
BUY
|
- |
47+ 0.04% |
$967 - $973
|
109K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
37+ 0.33% |
$761 - $766
|
11.4K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
28+ 0.22% |
$576 - $580
|
12.8K
$271K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
27+ 0.64% |
$556 - $559
|
4.25K
$89.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21New |
$432 - $435
|
21
$444
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15+ 0.75% |
$309 - $311
|
2.03K
$42.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9+ 0.06% |
$185 - $186
|
15.2K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7+ 0.04% |
$144 - $145
|
20K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 5.26% |
$20.6 - $20.7
|
20
$422
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-56- 1.43% |
$1.15K - $1.16K
|
3.87K
$81.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-105- 0.41% |
$2.16K - $2.17K
|
25.2K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-164- 0.25% |
$3.38K - $3.39K
|
66K
$1.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-200- 0.21% |
$4.12K - $4.14K
|
96.7K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-224- 8.2% |
$4.61K - $4.64K
|
2.51K
$52.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-242- 4.59% |
$4.98K - $5.01K
|
5.04K
$106K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-252- 1.67% |
$5.19K - $5.22K
|
14.9K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-268- 0.1% |
$5.52K - $5.55K
|
258K
$5.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-269- 0.07% |
$5.54K - $5.57K
|
369K
$7.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-289- 1.71% |
$5.95K - $5.98K
|
16.7K
$352K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-355- 0.27% |
$7.31K - $7.35K
|
129K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-359- 2.11% |
$7.39K - $7.43K
|
16.7K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-364- 0.68% |
$7.49K - $7.53K
|
52.9K
$1.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-366- 0.09% |
$7.53K - $7.58K
|
428K
$9.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-377- 0.81% |
$7.76K - $7.8K
|
45.9K
$969K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 3.12% |
$8.23K - $8.28K
|
12.4K
$262K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-450- 0.9% |
$9.26K - $9.32K
|
49.8K
$1.05M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-452- 0.63% |
$9.3K - $9.36K
|
71.2K
$1.5M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-540- 2.13% |
$11.1K - $11.2K
|
24.8K
$524K
|