Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 22.38% |
$21.3M - $21.9M
|
6.22M
$121M
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
BUY
|
- |
939K+ 397.62% |
$17.6M - $18M
|
1.18M
$22.9M
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
645KNew |
$12.1M - $12.4M
|
645K
$12.6M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
604K+ 28.19% |
$11.3M - $11.6M
|
2.75M
$53.5M
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
293K+ 680.27% |
$5.48M - $5.63M
|
336K
$6.55M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
259K+ 129.73% |
$4.84M - $4.97M
|
458K
$8.93M
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
239KNew |
$4.47M - $4.6M
|
239K
$4.66M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
228K+ 216.89% |
$4.25M - $4.37M
|
333K
$6.48M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
208K+ 421.28% |
$3.9M - $4M
|
258K
$5.03M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
175K+ 16.76% |
$3.28M - $3.36M
|
1.22M
$23.8M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
174K+ 37.49% |
$3.25M - $3.34M
|
638K
$12.4M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
163K+ 23.08% |
$3.05M - $3.13M
|
871K
$17M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
138K+ 101.26% |
$2.57M - $2.64M
|
273K
$5.33M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
133K+ 9.28% |
$2.49M - $2.56M
|
1.57M
$30.6M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
108K+ 6.35% |
$2.02M - $2.07M
|
1.81M
$35.2M
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
106K+ 34.17% |
$1.98M - $2.03M
|
416K
$8.1M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
101K+ 24.28% |
$1.89M - $1.95M
|
519K
$10.1M
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
100K+ 18.0% |
$1.88M - $1.93M
|
658K
$12.8M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
88.4K+ 300.88% |
$1.65M - $1.7M
|
118K
$2.3M
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
88K+ 16.49% |
$1.64M - $1.69M
|
622K
$12.1M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
73.9K+ 11.35% |
$1.38M - $1.42M
|
725K
$14.1M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
72.6K+ 9.96% |
$1.36M - $1.39M
|
801K
$15.6M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
63.3KNew |
$1.18M - $1.22M
|
63.3K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.4K+ 57.85% |
$1.03M - $1.06M
|
151K
$2.94M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
53K+ 39.49% |
$991K - $1.02M
|
187K
$3.65M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
50.6K+ 8.5% |
$946K - $972K
|
646K
$12.6M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.4K+ 25.9% |
$773K - $794K
|
201K
$3.92M
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
41.1K+ 23.16% |
$769K - $790K
|
219K
$4.26M
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
39.1K+ 3.75% |
$730K - $750K
|
1.08M
$21.1M
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
36.5K+ 10.27% |
$682K - $701K
|
392K
$7.64M
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
32K+ 148.55% |
$597K - $614K
|
53.5K
$1.04M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
29.6KNew |
$554K - $569K
|
29.6K
$577K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
29.3K+ 31.95% |
$547K - $562K
|
121K
$2.36M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.6K+ 42.15% |
$497K - $511K
|
89.7K
$1.75M
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
26.1K+ 34.82% |
$489K - $502K
|
101K
$1.97M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
24.9K+ 172.87% |
$466K - $478K
|
39.3K
$766K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.8K+ 22.35% |
$463K - $475K
|
136K
$2.64M
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
24K+ 35.85% |
$449K - $461K
|
91K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.8KNew |
$407K - $418K
|
21.8K
$425K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.7K+ 138.36% |
$406K - $417K
|
37.5K
$730K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20.9K+ 2.77% |
$391K - $401K
|
777K
$15.1M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
20.9K+ 11.3% |
$390K - $400K
|
205K
$4M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.7K+ 19.75% |
$387K - $398K
|
126K
$2.45M
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
20.1KNew |
$375K - $385K
|
20.1K
$391K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.9K+ 36.09% |
$353K - $362K
|
71.2K
$1.39M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
17.7KNew |
$330K - $339K
|
17.7K
$344K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.5KNew |
$326K - $335K
|
17.5K
$340K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.2KNew |
$321K - $330K
|
17.2K
$335K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.5KNew |
$308K - $316K
|
16.5K
$321K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
15.7K+ 72.95% |
$294K - $302K
|
37.3K
$727K
|