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 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.2K- 7.28% |
$41.1K - $42.5K
|
28K
$545K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.39K- 2.3% |
$44.8K - $46.2K
|
102K
$1.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.5K- 3.59% |
$46.8K - $48.3K
|
67.1K
$1.31M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.51K- 13.94% |
$46.9K - $48.4K
|
15.5K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.54K- 9.98% |
$47.5K - $49K
|
22.9K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2.86K- 10.44% |
$53.5K - $55.2K
|
24.5K
$477K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.23K- 5.49% |
$60.5K - $62.4K
|
55.6K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.65K- 24.05% |
$68.3K - $70.5K
|
11.5K
$224K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.87K- 14.71% |
$72.4K - $74.7K
|
22.4K
$437K
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-4.59K- 5.04% |
$85.8K - $88.6K
|
86.3K
$1.68M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.25K- 17.06% |
$98.2K - $101K
|
25.5K
$497K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-5.37K- 2.89% |
$101K - $104K
|
180K
$3.51M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6.79K- 9.84% |
$127K - $131K
|
62.2K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7.19K- 0.9% |
$135K - $139K
|
790K
$15.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-7.49K- 3.79% |
$140K - $145K
|
190K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.5K- 9.52% |
$159K - $164K
|
80.8K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.3K- 17.29% |
$211K - $218K
|
53.9K
$1.05M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.9K- 46.64% |
$223K - $230K
|
13.6K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-15.4K- 10.41% |
$289K - $298K
|
133K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-15.4K- 1.13% |
$289K - $298K
|
1.35M
$26.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-33K- 2.0% |
$617K - $637K
|
1.61M
$31.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-58.3K- 1.71% |
$1.09M - $1.13M
|
3.35M
$65.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-109K- 37.55% |
$2.04M - $2.11M
|
181K
$3.53M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-160K- 58.9% |
$2.99M - $3.09M
|
112K
$2.17M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-268K- 5.71% |
$5.02M - $5.18M
|
4.43M
$86.2M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-546K- 45.99% |
$10.2M - $10.5M
|
641K
$12.5M
|