Purchases and Sales Made in Q1 2023 in Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR) 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 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
629KNew |
$11.8M - $12.3M
|
629K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
509K+ 19.82% |
$9.58M - $9.93M
|
3.08M
$60M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
392K+ 26.94% |
$7.38M - $7.65M
|
1.85M
$36M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
384K+ 250.91% |
$7.24M - $7.5M
|
538K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
329K+ 259.38% |
$6.2M - $6.43M
|
457K
$8.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
327KNew |
$6.15M - $6.38M
|
327K
$6.37M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
235K+ 95.01% |
$4.41M - $4.58M
|
482K
$9.38M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
234KNew |
$4.41M - $4.57M
|
234K
$4.56M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
222K+ 144.24% |
$4.18M - $4.34M
|
376K
$7.34M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
202K+ 24.07% |
$3.8M - $3.94M
|
1.04M
$20.3M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
187K+ 60.84% |
$3.51M - $3.64M
|
493K
$9.61M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
178K+ 30.29% |
$3.36M - $3.48M
|
767K
$14.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
178KNew |
$3.35M - $3.47M
|
178K
$3.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
174K+ 52.61% |
$3.27M - $3.39M
|
503K
$9.81M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
142K+ 36.29% |
$2.68M - $2.77M
|
534K
$10.4M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
134K+ 82.57% |
$2.53M - $2.62M
|
297K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
130K+ 670.63% |
$2.44M - $2.53M
|
149K
$2.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
123K+ 180.39% |
$2.32M - $2.4M
|
191K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
123K+ 33.18% |
$2.31M - $2.4M
|
493K
$9.62M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
109K+ 12.2% |
$2.06M - $2.13M
|
1.01M
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
108K+ 9.57% |
$2.04M - $2.11M
|
1.24M
$24.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
102K+ 17.43% |
$1.92M - $1.99M
|
688K
$13.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
92.8K+ 6.83% |
$1.75M - $1.81M
|
1.45M
$28.3M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
78.5K+ 148.16% |
$1.48M - $1.53M
|
132K
$2.56M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
76.7K+ 4.9% |
$1.44M - $1.5M
|
1.64M
$32M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
64.9K+ 440.42% |
$1.22M - $1.27M
|
79.6K
$1.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
54K+ 2.68% |
$1.02M - $1.05M
|
2.07M
$40.3M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
53.6KNew |
$1.01M - $1.04M
|
53.6K
$1.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
51.1KNew |
$962K - $997K
|
51.1K
$996K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
50KNew |
$941K - $976K
|
50K
$974K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
49.8KNew |
$937K - $972K
|
49.8K
$971K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
48.5K+ 131.51% |
$913K - $947K
|
85.4K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
45.6K+ 199.8% |
$859K - $890K
|
68.5K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.3K+ 167.24% |
$834K - $864K
|
70.8K
$1.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
43.3K+ 17.68% |
$815K - $845K
|
288K
$5.62M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
39.4KNew |
$741K - $768K
|
39.4K
$767K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
36.1K+ 110.77% |
$680K - $705K
|
68.8K
$1.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
35.4K+ 196.89% |
$667K - $691K
|
53.4K
$1.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
35K+ 7.04% |
$658K - $682K
|
532K
$10.4M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
34.2K+ 35.71% |
$644K - $668K
|
130K
$2.54M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
32.7KNew |
$616K - $639K
|
32.7K
$638K
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
28.3K+ 13.13% |
$532K - $552K
|
244K
$4.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
28.2K+ 10.41% |
$532K - $551K
|
300K
$5.84M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
28.2K+ 18.89% |
$530K - $550K
|
177K
$3.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.1K+ 253.64% |
$528K - $548K
|
39.1K
$763K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
27.9K+ 137.77% |
$525K - $545K
|
48.2K
$939K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.1K+ 20.58% |
$490K - $508K
|
153K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
25.9K+ 19.57% |
$487K - $505K
|
158K
$3.08M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24.2K+ 24.37% |
$455K - $472K
|
123K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.9K+ 127.89% |
$449K - $466K
|
42.5K
$829K
|