Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20.8K+ 46.79% |
$417K - $421K
|
65.2K
$1.35M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
19.2K+ 10.42% |
$385K - $389K
|
203K
$4.2M
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
18.8KNew |
$377K - $380K
|
18.8K
$388K
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
18.7K+ 10.53% |
$376K - $380K
|
197K
$4.06M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.5K+ 24.19% |
$371K - $374K
|
94.9K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
17.7KNew |
$355K - $358K
|
17.7K
$365K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
17.1KNew |
$343K - $346K
|
17.1K
$353K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.3KNew |
$328K - $330K
|
16.3K
$337K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.9K+ 3.24% |
$319K - $322K
|
506K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.7KNew |
$316K - $319K
|
15.7K
$325K
|
|
Oct 17, 2023
Q3 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
15.6K+ 2.78% |
$313K - $316K
|
576K
$11.9M
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
15.5K+ 1.25% |
$311K - $314K
|
1.25M
$25.9M
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
15.5K+ 71.72% |
$310K - $313K
|
37K
$764K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15KNew |
$302K - $304K
|
15K
$310K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$282K - $285K
|
14.1K
$291K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.7K+ 11.85% |
$274K - $277K
|
129K
$2.66M
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
13.2K+ 18.38% |
$265K - $268K
|
85.1K
$1.76M
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
13KNew |
$260K - $263K
|
13K
$268K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12.9KNew |
$259K - $261K
|
12.9K
$266K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
12.6K+ 3.19% |
$252K - $255K
|
407K
$8.4M
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
12.4K+ 4.2% |
$248K - $250K
|
307K
$6.34M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
12.2KNew |
$245K - $247K
|
12.2K
$252K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
12.2K+ 73.58% |
$244K - $247K
|
28.7K
$593K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.1K+ 12.87% |
$243K - $245K
|
106K
$2.19M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12K+ 37.4% |
$241K - $243K
|
44.1K
$910K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12K+ 52.36% |
$240K - $242K
|
34.8K
$719K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.9KNew |
$238K - $240K
|
11.9K
$245K
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
11.8K+ 3.83% |
$237K - $239K
|
320K
$6.62M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11.6K+ 10.27% |
$233K - $235K
|
125K
$2.57M
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11.3K+ 23.29% |
$227K - $229K
|
59.9K
$1.24M
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
11K+ 25.91% |
$221K - $223K
|
53.6K
$1.11M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.1K+ 34.91% |
$202K - $204K
|
39K
$805K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.1K+ 35.58% |
$202K - $204K
|
38.4K
$794K
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
10KNew |
$201K - $203K
|
10K
$207K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.97KNew |
$200K - $202K
|
9.97K
$206K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
9.62K+ 6.35% |
$193K - $195K
|
161K
$3.33M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.07KNew |
$182K - $184K
|
9.07K
$187K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.78K+ 3.81% |
$176K - $178K
|
239K
$4.94M
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.6K+ 3.27% |
$173K - $174K
|
272K
$5.61M
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
8.43K+ 7.93% |
$169K - $171K
|
115K
$2.37M
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.39K+ 31.61% |
$168K - $170K
|
35K
$722K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.82K+ 40.91% |
$157K - $158K
|
26.9K
$556K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.77K+ 1.4% |
$156K - $157K
|
561K
$11.6M
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
7.75K+ 5.05% |
$156K - $157K
|
161K
$3.33M
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.55K+ 16.58% |
$152K - $153K
|
53.1K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7.45K+ 15.99% |
$150K - $151K
|
54.1K
$1.12M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.4K+ 1.81% |
$149K - $150K
|
416K
$8.59M
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
7.21K+ 7.65% |
$145K - $146K
|
101K
$2.09M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.36K+ 3.94% |
$128K - $129K
|
168K
$3.47M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.31K+ 2.87% |
$127K - $128K
|
226K
$4.67M
|