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 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.2KNew |
$228K - $235K
|
12.2K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.9K+ 87.4% |
$223K - $230K
|
25.5K
$497K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
11.7KNew |
$219K - $226K
|
11.7K
$228K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.9K+ 20.97% |
$204K - $210K
|
62.8K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 1.55% |
$198K - $204K
|
692K
$13.5M
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
10.2K+ 27.08% |
$191K - $197K
|
47.9K
$932K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
9.59K+ 5.33% |
$180K - $185K
|
189K
$3.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
9.44K+ 9.74% |
$177K - $182K
|
106K
$2.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
8.79K+ 141.35% |
$164K - $170K
|
15K
$292K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.81K+ 2.38% |
$146K - $151K
|
337K
$6.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
7.25K+ 2.6% |
$136K - $140K
|
287K
$5.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.57K+ 1.44% |
$123K - $127K
|
463K
$9.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.18K+ 25.43% |
$116K - $119K
|
30.5K
$593K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.13K+ 45.82% |
$115K - $118K
|
19.5K
$380K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.13K+ 17.45% |
$115K - $118K
|
41.2K
$803K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.6K+ 33.78% |
$105K - $108K
|
22.2K
$432K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5.51K+ 1.19% |
$103K - $107K
|
469K
$9.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
5.45KNew |
$102K - $105K
|
5.45K
$106K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
5.33K+ 2.79% |
$99.7K - $103K
|
197K
$3.83M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.23K+ 29.27% |
$98K - $101K
|
23.1K
$450K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.78K+ 6.03% |
$89.5K - $92.4K
|
84.1K
$1.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.45K+ 11.65% |
$83.2K - $85.9K
|
42.6K
$830K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.37K+ 10.8% |
$81.8K - $84.4K
|
44.8K
$873K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.29K+ 11.47% |
$80.4K - $83K
|
41.7K
$813K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.23K+ 17.83% |
$79.2K - $81.7K
|
27.9K
$544K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.1KNew |
$76.7K - $79.2K
|
4.1K
$79.8K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.94K+ 4.89% |
$73.7K - $76K
|
84.5K
$1.65M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.9K+ 8.42% |
$73K - $75.3K
|
50.2K
$978K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.82K+ 91.1% |
$71.5K - $73.8K
|
8.01K
$156K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.62K+ 7.14% |
$67.8K - $70K
|
54.4K
$1.06M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
3.43K+ 2.77% |
$64.2K - $66.3K
|
127K
$2.48M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.34K+ 3.14% |
$62.5K - $64.5K
|
110K
$2.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.32K+ 4.84% |
$62.1K - $64.1K
|
71.8K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
3.18K+ 91.65% |
$59.5K - $61.5K
|
6.65K
$130K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.96K+ 152.0% |
$55.5K - $57.3K
|
4.91K
$95.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.9K+ 370.93% |
$54.2K - $56K
|
3.68K
$71.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.67K+ 5.32% |
$49.9K - $51.5K
|
52.8K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
2.5KNew |
$46.8K - $48.3K
|
2.5K
$48.7K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.49K+ 18.16% |
$46.6K - $48.1K
|
16.2K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.48K+ 3.97% |
$46.4K - $47.9K
|
65K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.36K+ 2.62% |
$44.2K - $45.6K
|
92.5K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.35K+ 2.35% |
$44K - $45.4K
|
102K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.27K+ 20.94% |
$42.5K - $43.9K
|
13.1K
$256K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2.23K+ 3.3% |
$41.7K - $43K
|
69.7K
$1.36M
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.05K+ 16.6% |
$38.4K - $39.6K
|
14.4K
$281K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.01K+ 4.75% |
$37.6K - $38.9K
|
44.4K
$865K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.99K+ 19.73% |
$37.2K - $38.4K
|
12.1K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.96K+ 14.86% |
$36.6K - $37.8K
|
15.1K
$294K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.69K+ 16.74% |
$31.6K - $32.6K
|
11.8K
$229K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.69K+ 4.75% |
$31.5K - $32.6K
|
37.1K
$724K
|