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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.62K+ 2.77% |
$30.4K - $31.4K
|
60.3K
$1.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.62KNew |
$30.4K - $31.3K
|
1.62K
$31.6K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.56K+ 36.38% |
$29.2K - $30.2K
|
5.86K
$114K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.53K+ 8.13% |
$28.6K - $29.5K
|
20.3K
$396K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.38K+ 78.18% |
$25.9K - $26.7K
|
3.15K
$61.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.37K+ 7.16% |
$25.7K - $26.5K
|
20.6K
$400K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.12K+ 1.25% |
$20.9K - $21.6K
|
90.6K
$1.76M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.07K+ 8.77% |
$20K - $20.7K
|
13.3K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.05K+ 4.92% |
$19.6K - $20.2K
|
22.3K
$434K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
996+ 21.09% |
$18.6K - $19.2K
|
5.72K
$111K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
735+ 6.49% |
$13.8K - $14.2K
|
12.1K
$235K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
729+ 0.83% |
$13.6K - $14.1K
|
88.2K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
662+ 10.93% |
$12.4K - $12.8K
|
6.72K
$131K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
626+ 4.08% |
$11.7K - $12.1K
|
16K
$311K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
540+ 0.22% |
$10.1K - $10.4K
|
247K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
467+ 406.09% |
$8.74K - $9.02K
|
582
$11.3K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
419+ 0.61% |
$7.84K - $8.1K
|
69.4K
$1.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
384+ 0.84% |
$7.19K - $7.42K
|
46.3K
$901K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
383+ 0.89% |
$7.17K - $7.4K
|
43.6K
$848K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
354+ 2.29% |
$6.63K - $6.84K
|
15.8K
$309K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
330+ 3.72% |
$6.18K - $6.38K
|
9.21K
$179K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
330+ 3.72% |
$6.18K - $6.38K
|
9.21K
$179K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
320+ 1.97% |
$5.99K - $6.18K
|
16.6K
$323K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
170+ 0.43% |
$3.18K - $3.28K
|
39.6K
$772K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
156+ 0.38% |
$2.92K - $3.01K
|
41.5K
$809K
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
156+ 0.5% |
$2.92K - $3.01K
|
31.6K
$615K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
88+ 0.2% |
$1.65K - $1.7K
|
43.5K
$848K
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
86+ 0.82% |
$1.61K - $1.66K
|
10.6K
$207K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.6% |
$1.29K - $1.33K
|
11.6K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
56+ 0.84% |
$1.05K - $1.08K
|
6.7K
$131K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
39New |
$730 - $753
|
39
$760
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
7+ 0.04% |
$131 - $135
|
17.9K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-63- 0.17% |
$1.18K - $1.22K
|
36.9K
$719K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-66- 4.22% |
$1.24K - $1.28K
|
1.5K
$29.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-254- 0.78% |
$4.75K - $4.91K
|
32.3K
$630K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-300- 2.33% |
$5.62K - $5.8K
|
12.6K
$245K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-381- 96.21% |
$7.13K - $7.36K
|
15
$292
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-428- 2.37% |
$8.01K - $8.27K
|
17.6K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-489- 2.02% |
$9.15K - $9.45K
|
23.7K
$461K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-613- 12.56% |
$11.5K - $11.8K
|
4.27K
$83.1K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-647- 4.17% |
$12.1K - $12.5K
|
14.9K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-710- 3.59% |
$13.3K - $13.7K
|
19.1K
$372K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-722- 0.13% |
$13.5K - $13.9K
|
556K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-755- 6.7% |
$14.1K - $14.6K
|
10.5K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-762- 3.98% |
$14.3K - $14.7K
|
18.4K
$358K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-953- 1.15% |
$17.8K - $18.4K
|
82.1K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.02K- 4.55% |
$19.2K - $19.8K
|
21.4K
$418K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.1K- 11.55% |
$20.5K - $21.2K
|
8.38K
$163K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.12K- 8.04% |
$39.6K - $40.9K
|
24.2K
$472K
|