Purchases and Sales Made in Q1 2023 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
520KNew |
$8.26M - $8.72M
|
520K
$8.51M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
408K+ 29.71% |
$6.48M - $6.83M
|
1.78M
$29.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
230K+ 16.64% |
$3.65M - $3.85M
|
1.61M
$26.3M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
173K+ 49.63% |
$2.75M - $2.9M
|
522K
$8.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
69.7K+ 102.13% |
$1.11M - $1.17M
|
138K
$2.26M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
67.1KNew |
$1.07M - $1.12M
|
67.1K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.1KNew |
$732K - $772K
|
46.1K
$753K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
43K+ 61.69% |
$682K - $720K
|
113K
$1.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.5K+ 59.76% |
$675K - $712K
|
114K
$1.86M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.7K+ 38.62% |
$646K - $681K
|
146K
$2.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.3KNew |
$401K - $423K
|
25.3K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.1K+ 94.1% |
$367K - $387K
|
47.6K
$779K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
15.4K+ 8.06% |
$244K - $257K
|
206K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.9K+ 40.17% |
$236K - $249K
|
51.8K
$847K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$232K - $245K
|
14.6K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
13.1K+ 2.5% |
$208K - $219K
|
537K
$8.78M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
12.6K+ 4.49% |
$200K - $211K
|
294K
$4.8M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
12.5KNew |
$198K - $209K
|
12.5K
$204K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.5KNew |
$183K - $193K
|
11.5K
$189K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3K+ 2.72% |
$179K - $189K
|
426K
$6.96M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.6K+ 29.02% |
$168K - $177K
|
46.9K
$767K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.86K+ 52.28% |
$125K - $132K
|
22.9K
$374K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.84K+ 2.91% |
$124K - $131K
|
277K
$4.54M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
5.24KNew |
$83.2K - $87.8K
|
5.24K
$85.7K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.69K+ 3.44% |
$26.8K - $28.2K
|
50.7K
$829K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.01K+ 6.07% |
$16K - $16.9K
|
17.6K
$288K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
972+ 3.34% |
$15.4K - $16.3K
|
30.1K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
786+ 7.46% |
$12.5K - $13.2K
|
11.3K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
520New |
$8.26K - $8.71K
|
520
$8.5K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
390+ 5.48% |
$6.19K - $6.53K
|
7.51K
$123K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
390+ 5.48% |
$6.19K - $6.53K
|
7.51K
$123K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
259+ 3.34% |
$4.11K - $4.34K
|
8.02K
$131K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 1.09% |
$794 - $838
|
4.65K
$76K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
19+ 0.04% |
$302 - $318
|
45.3K
$740K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
10+ 0.99% |
$159 - $168
|
1.02K
$16.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-73- 4.02% |
$1.16K - $1.22K
|
1.74K
$28.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-354- 3.01% |
$5.62K - $5.93K
|
11.4K
$186K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-538- 8.13% |
$8.54K - $9.01K
|
6.08K
$99.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-736- 1.07% |
$11.7K - $12.3K
|
68.1K
$1.11M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.04K- 7.55% |
$32.4K - $34.2K
|
25K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13K- 17.72% |
$206K - $218K
|
60.4K
$987K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.3K- 1.12% |
$212K - $224K
|
1.18M
$19.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-14K- 28.39% |
$222K - $235K
|
35.3K
$578K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-72.7K- 56.46% |
$1.15M - $1.22M
|
56.1K
$917K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-86.4K- 22.45% |
$1.37M - $1.45M
|
298K
$4.88M
|