Purchases and Sales Made in Q1 2023 in Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.6M+ 524.79% |
$29.9M - $30.9M
|
1.9M
$37.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 40.88% |
$21.4M - $22.1M
|
3.94M
$76.8M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.12M+ 784.81% |
$20.9M - $21.6M
|
1.26M
$24.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.03MNew |
$19.2M - $19.8M
|
1.03M
$20M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
843K+ 372.52% |
$15.8M - $16.3M
|
1.07M
$20.8M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
459K+ 1830.68% |
$8.6M - $8.87M
|
484K
$9.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
445K+ 29.04% |
$8.33M - $8.6M
|
1.98M
$38.5M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
443K+ 47.42% |
$8.3M - $8.56M
|
1.38M
$26.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
421K+ 10.63% |
$7.87M - $8.13M
|
4.38M
$85.3M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
392K+ 116.74% |
$7.33M - $7.57M
|
727K
$14.2M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
381K+ 119.76% |
$7.13M - $7.36M
|
699K
$13.6M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
369K+ 1277.2% |
$6.91M - $7.14M
|
398K
$7.76M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
298K+ 20.75% |
$5.57M - $5.75M
|
1.73M
$33.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
293K+ 15.0% |
$5.48M - $5.66M
|
2.25M
$43.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
265K+ 46.52% |
$4.96M - $5.12M
|
835K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
264K+ 10.66% |
$4.93M - $5.09M
|
2.74M
$53.3M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
262K+ 69.27% |
$4.9M - $5.06M
|
640K
$12.5M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
253KNew |
$4.73M - $4.88M
|
253K
$4.93M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
231K+ 30.56% |
$4.32M - $4.46M
|
987K
$19.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
223K+ 46.7% |
$4.18M - $4.31M
|
701K
$13.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
209K+ 651.06% |
$3.9M - $4.03M
|
241K
$4.69M
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
178K+ 158.35% |
$3.34M - $3.45M
|
291K
$5.67M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
178KNew |
$3.33M - $3.44M
|
178K
$3.47M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
165K+ 234.03% |
$3.09M - $3.19M
|
235K
$4.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
152K+ 31.6% |
$2.85M - $2.94M
|
634K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
140K+ 58.7% |
$2.62M - $2.71M
|
379K
$7.38M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
138K+ 81.44% |
$2.58M - $2.66M
|
307K
$5.98M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
110K+ 61.66% |
$2.05M - $2.12M
|
288K
$5.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
99.8K+ 50.52% |
$1.87M - $1.93M
|
297K
$5.79M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
95K+ 52.1% |
$1.78M - $1.83M
|
277K
$5.4M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
82.4K+ 90.77% |
$1.54M - $1.59M
|
173K
$3.37M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
79.1K+ 5.15% |
$1.48M - $1.53M
|
1.61M
$31.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
77.2KNew |
$1.45M - $1.49M
|
77.2K
$1.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
75.9K+ 5.63% |
$1.42M - $1.47M
|
1.42M
$27.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
70.8K+ 121.96% |
$1.33M - $1.37M
|
129K
$2.51M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
69.8KNew |
$1.31M - $1.35M
|
69.8K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
63.2K+ 43.84% |
$1.18M - $1.22M
|
207K
$4.04M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
61.8KNew |
$1.16M - $1.19M
|
61.8K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
59.7K+ 14.31% |
$1.12M - $1.15M
|
477K
$9.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
59K+ 13.58% |
$1.1M - $1.14M
|
493K
$9.61M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.2K+ 92.63% |
$1.07M - $1.1M
|
119K
$2.32M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
56.1KNew |
$1.05M - $1.08M
|
56.1K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.7K+ 11.17% |
$1.04M - $1.08M
|
554K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
53.1K+ 10.66% |
$994K - $1.03M
|
551K
$10.7M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
50.8K+ 94.99% |
$952K - $982K
|
104K
$2.03M
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
50.4K+ 58.11% |
$943K - $973K
|
137K
$2.67M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
49KNew |
$917K - $947K
|
49K
$954K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
48.8KNew |
$914K - $944K
|
48.8K
$951K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
45.3K+ 8.99% |
$848K - $876K
|
550K
$10.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
45.2K+ 243.1% |
$846K - $873K
|
63.8K
$1.24M
|