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 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
44.6K+ 35.61% |
$835K - $861K
|
170K
$3.31M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.6K+ 35.78% |
$817K - $843K
|
166K
$3.23M
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
42.2K+ 22.28% |
$791K - $816K
|
232K
$4.52M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.2K+ 4.23% |
$790K - $815K
|
1.04M
$20.3M
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
40.6K+ 24.68% |
$760K - $784K
|
205K
$3.99M
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
39.2K+ 16.53% |
$733K - $756K
|
276K
$5.38M
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
38.4K+ 30.7% |
$719K - $742K
|
164K
$3.19M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
36.9K+ 219.5% |
$690K - $712K
|
53.6K
$1.04M
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
34.3K+ 24.37% |
$641K - $662K
|
175K
$3.41M
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
34K+ 215.46% |
$636K - $656K
|
49.7K
$969K
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
33K+ 322.51% |
$617K - $637K
|
43.2K
$841K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
32.9K+ 149.01% |
$616K - $636K
|
55K
$1.07M
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
32.4K+ 9.23% |
$607K - $626K
|
383K
$7.47M
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
31.8K+ 7012.11% |
$596K - $615K
|
32.3K
$629K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30.4K+ 33.49% |
$569K - $588K
|
121K
$2.36M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.6K+ 24.93% |
$554K - $571K
|
148K
$2.89M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.6K+ 6.01% |
$498K - $514K
|
469K
$9.14M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
26KNew |
$487K - $502K
|
26K
$506K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.9K+ 37.69% |
$485K - $500K
|
94.6K
$1.84M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25K+ 38.87% |
$467K - $482K
|
89.2K
$1.74M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23.9KNew |
$447K - $461K
|
23.9K
$465K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23.6KNew |
$441K - $455K
|
23.6K
$459K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.4K+ 22.72% |
$438K - $452K
|
127K
$2.46M
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
22.8K+ 2.14% |
$427K - $441K
|
1.09M
$21.2M
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22.1K+ 150.19% |
$414K - $428K
|
36.9K
$718K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
21.3KNew |
$399K - $412K
|
21.3K
$415K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.7K+ 3.41% |
$387K - $399K
|
626K
$12.2M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.6K+ 56.12% |
$367K - $379K
|
54.6K
$1.06M
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
19.5K+ 10.9% |
$365K - $377K
|
199K
$3.87M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.9K+ 186.56% |
$354K - $365K
|
29K
$566K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 20.62% |
$330K - $341K
|
103K
$2.01M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.4K+ 102.98% |
$325K - $335K
|
34.2K
$666K
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
17.3K+ 3.72% |
$324K - $335K
|
483K
$9.41M
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
16.9K+ 8.29% |
$317K - $327K
|
221K
$4.31M
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
16.2K+ 6.07% |
$302K - $312K
|
282K
$5.5M
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
15.9KNew |
$298K - $307K
|
15.9K
$310K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
15.8K+ 0.76% |
$295K - $304K
|
2.09M
$40.6M
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
15.1K+ 5.64% |
$282K - $292K
|
283K
$5.51M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.1KNew |
$282K - $291K
|
15.1K
$293K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
14.8K+ 17.18% |
$277K - $286K
|
101K
$1.96M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14.8KNew |
$276K - $285K
|
14.8K
$287K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
14.7K+ 38.74% |
$274K - $283K
|
52.5K
$1.02M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.3KNew |
$268K - $276K
|
14.3K
$279K
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
14K+ 8.51% |
$262K - $270K
|
178K
$3.47M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
14K+ 68.17% |
$261K - $270K
|
34.5K
$671K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13.9KNew |
$260K - $269K
|
13.9K
$271K
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
BUY
|
- |
13.5K+ 102.55% |
$253K - $261K
|
26.7K
$519K
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
13.4K+ 5.68% |
$251K - $259K
|
249K
$4.85M
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13K+ 49.71% |
$243K - $251K
|
39.1K
$762K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 5.32% |
$234K - $241K
|
247K
$4.82M
|