Purchases and Sales Made in Q2 2023 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELD IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12M+ 97.0% |
$242M - $245M
|
24.4M
$504M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.14M+ 907.64% |
$43.1M - $43.7M
|
2.38M
$49.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
744K+ 20.9% |
$15M - $15.2M
|
4.31M
$88.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
486KNew |
$9.77M - $9.91M
|
486K
$10M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
478K+ 136.82% |
$9.61M - $9.75M
|
827K
$17.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
474KNew |
$9.54M - $9.67M
|
474K
$9.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
342K+ 6.53% |
$6.88M - $6.98M
|
5.58M
$115M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
337K+ 80.34% |
$6.78M - $6.88M
|
757K
$15.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
295KNew |
$5.92M - $6.01M
|
295K
$6.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
190K+ 12.13% |
$3.82M - $3.88M
|
1.76M
$36.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172K+ 3.33% |
$3.45M - $3.5M
|
5.32M
$110M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
163K+ 6.8% |
$3.28M - $3.33M
|
2.56M
$52.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
138K+ 278.71% |
$2.78M - $2.82M
|
188K
$3.88M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
124K+ 20.07% |
$2.49M - $2.53M
|
741K
$15.3M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
121K+ 22.8% |
$2.44M - $2.47M
|
652K
$13.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
120K+ 17.96% |
$2.41M - $2.44M
|
786K
$16.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
98.6K+ 21.36% |
$1.98M - $2.01M
|
560K
$11.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.1K+ 24.36% |
$1.93M - $1.96M
|
490K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
83.7K+ 8.23% |
$1.68M - $1.71M
|
1.1M
$22.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
76.4KNew |
$1.54M - $1.56M
|
76.4K
$1.58M
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
74.3K+ 114.48% |
$1.49M - $1.52M
|
139K
$2.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
72.7KNew |
$1.46M - $1.48M
|
72.7K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
69.8K+ 8.86% |
$1.4M - $1.42M
|
857K
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
68.4KNew |
$1.38M - $1.4M
|
68.4K
$1.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65.6K+ 49.8% |
$1.32M - $1.34M
|
197K
$4.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
63KNew |
$1.27M - $1.29M
|
63K
$1.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
62.1K+ 10.83% |
$1.25M - $1.27M
|
636K
$13.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
57.2K+ 18.89% |
$1.15M - $1.17M
|
360K
$7.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
55.8K+ 133.86% |
$1.12M - $1.14M
|
97.5K
$2.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
50.9K+ 38.87% |
$1.02M - $1.04M
|
182K
$3.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
50.8K+ 123.87% |
$1.02M - $1.04M
|
91.8K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
47.9K+ 2.93% |
$964K - $978K
|
1.68M
$34.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
46.6K+ 41.32% |
$938K - $952K
|
160K
$3.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
44K+ 8.57% |
$884K - $897K
|
557K
$11.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
43.8K+ 4.6% |
$880K - $893K
|
996K
$20.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.1K+ 18.31% |
$826K - $837K
|
265K
$5.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
41K+ 1212.83% |
$825K - $837K
|
44.4K
$917K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
38.8K+ 3.26% |
$780K - $791K
|
1.23M
$25.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.5K+ 0.94% |
$734K - $745K
|
3.94M
$81.3M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.9K+ 2406.03% |
$722K - $732K
|
37.4K
$772K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.9K+ 2406.03% |
$722K - $732K
|
37.4K
$772K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35.6K+ 8.08% |
$715K - $725K
|
475K
$9.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
35.2K+ 232.08% |
$708K - $719K
|
50.4K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.8K+ 16.6% |
$660K - $670K
|
231K
$4.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31.4KNew |
$631K - $640K
|
31.4K
$648K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.1K+ 3.81% |
$626K - $635K
|
848K
$17.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
30.6K+ 24.13% |
$616K - $625K
|
158K
$3.25M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
29.6K+ 5.65% |
$595K - $604K
|
554K
$11.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
29.2K+ 4.93% |
$587K - $595K
|
621K
$12.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.4K+ 2.89% |
$531K - $539K
|
942K
$19.4M
|