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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-95.6K- 17.9% |
$1.97M - $1.98M
|
438K
$9.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-100K- 52.63% |
$2.06M - $2.07M
|
90K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-113K- 1.77% |
$2.33M - $2.35M
|
6.3M
$133M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-116K- 37.57% |
$2.39M - $2.4M
|
193K
$4.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-141K- 9.19% |
$2.91M - $2.93M
|
1.4M
$29.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-147K- 92.97% |
$3.03M - $3.05M
|
11.1K
$235K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-162K- 2.8% |
$3.34M - $3.36M
|
5.63M
$119M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-214K- 20.04% |
$4.4M - $4.43M
|
854K
$18M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-219K- 33.58% |
$4.5M - $4.53M
|
433K
$9.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-222K- 8.65% |
$4.57M - $4.6M
|
2.34M
$49.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-436K- 69.14% |
$8.98M - $9.03M
|
195K
$4.11M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-578K- 97.29% |
$11.9M - $12M
|
16.1K
$340K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-739K- 10.79% |
$15.2M - $15.3M
|
6.11M
$129M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-842K- 71.72% |
$17.3M - $17.4M
|
332K
$7.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.4M- 94.21% |
$49.4M - $49.7M
|
147K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.13M- 5.32% |
$64.4M - $64.8M
|
55.7M
$1.18B
|