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 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.22K+ 2.83% |
$24.4K - $24.6K
|
44.2K
$913K
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.21K+ 1.76% |
$24.2K - $24.5K
|
70K
$1.44M
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.2K+ 3.75% |
$24.1K - $24.3K
|
33.2K
$686K
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.1K+ 0.9% |
$22.2K - $22.4K
|
124K
$2.56M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
939New |
$18.8K - $19K
|
939
$19.4K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
913+ 41.61% |
$18.3K - $18.5K
|
3.11K
$64.2K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
894+ 1.72% |
$17.9K - $18.1K
|
53K
$1.09M
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
833+ 4.95% |
$16.7K - $16.9K
|
17.7K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
600+ 0.22% |
$12K - $12.2K
|
271K
$5.61M
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
575+ 0.42% |
$11.5K - $11.6K
|
137K
$2.84M
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
572+ 1.2% |
$11.5K - $11.6K
|
48.2K
$995K
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
423+ 0.9% |
$8.49K - $8.57K
|
47.5K
$981K
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
BUY
|
- |
351+ 0.59% |
$7.04K - $7.11K
|
60.1K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
347+ 0.73% |
$6.96K - $7.03K
|
47.9K
$988K
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
298+ 0.29% |
$5.98K - $6.03K
|
105K
$2.16M
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
256+ 0.72% |
$5.14K - $5.18K
|
35.7K
$736K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
214+ 0.59% |
$4.29K - $4.33K
|
36.6K
$755K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
179New |
$3.59K - $3.62K
|
179
$3.7K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
108+ 0.89% |
$2.17K - $2.19K
|
12.2K
$253K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
97+ 0.89% |
$1.95K - $1.96K
|
11K
$227K
|
|
Oct 30, 2023
Q3 2023
|
Paradiem, LLC
|
BUY
|
- |
81+ 0.07% |
$1.63K - $1.64K
|
110K
$2.28M
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
78+ 0.56% |
$1.57K - $1.58K
|
13.9K
$287K
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
75+ 0.46% |
$1.51K - $1.52K
|
16.4K
$339K
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
58+ 0.3% |
$1.16K - $1.17K
|
19.5K
$403K
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
51+ 0.18% |
$1.02K - $1.03K
|
29.2K
$603K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
43New |
$863 - $871
|
43
$888
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
41+ 0.29% |
$823 - $830
|
14.2K
$294K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
29+ 0.1% |
$582 - $587
|
29.1K
$601K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
19+ 0.9% |
$381 - $385
|
2.13K
$44K
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.03% |
$221 - $223
|
40.8K
$842K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8+ 0.04% |
$161 - $162
|
18.7K
$387K
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
6+ 0.01% |
$120 - $122
|
108K
$2.22M
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 5.56% |
$20.1 - $20.3
|
19
$392
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$20.1 - $20.3
|
16.1K
$333K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5- 0.02% |
$100 - $101
|
20.1K
$415K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-71- 0.6% |
$1.42K - $1.44K
|
11.8K
$243K
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-150- 0.84% |
$3.01K - $3.04K
|
17.7K
$366K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-157- 0.18% |
$3.15K - $3.18K
|
86.6K
$1.79M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-210- 1.39% |
$4.21K - $4.25K
|
14.8K
$307K
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-215- 1.66% |
$4.32K - $4.35K
|
12.8K
$264K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-223- 4.02% |
$4.48K - $4.52K
|
5.32K
$110K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-225- 27.92% |
$4.52K - $4.56K
|
581
$12K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-273- 0.93% |
$5.48K - $5.53K
|
29.2K
$603K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-278- 0.15% |
$5.58K - $5.63K
|
181K
$3.75M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-316- 2.12% |
$6.34K - $6.4K
|
14.6K
$301K
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-326- 0.21% |
$6.54K - $6.6K
|
157K
$3.25M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-450- 1.66% |
$9.03K - $9.11K
|
26.7K
$552K
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-450- 0.86% |
$9.03K - $9.11K
|
51.7K
$1.07M
|