Purchases and Sales Made in Q1 2023 in Invesco Et Self Idxd Fd Tr Bul (BSJN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJN) 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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.57MNew |
$36.7M - $37M
|
1.57M
$0
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
154K+ 731.37% |
$3.58M - $3.62M
|
175K
$0
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
151K+ 7.92% |
$3.53M - $3.56M
|
2.06M
$0
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 19.05% |
$2.62M - $2.65M
|
701K
$0
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
88.2K+ 43.94% |
$2.06M - $2.08M
|
289K
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74K+ 15.75% |
$1.73M - $1.74M
|
544K
$0
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
69.5K+ 74.59% |
$1.62M - $1.64M
|
163K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
68.2K+ 16.08% |
$1.59M - $1.61M
|
492K
$0
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64.2K+ 70.42% |
$1.5M - $1.51M
|
155K
$0
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
60K+ 7.7% |
$1.4M - $1.41M
|
840K
$0
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
59.8K+ 16.71% |
$1.4M - $1.41M
|
418K
$0
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.9KNew |
$1.37M - $1.39M
|
58.9K
$0
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.9KNew |
$1.37M - $1.39M
|
58.9K
$0
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
50.2K+ 46.52% |
$1.17M - $1.18M
|
158K
$0
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.5K+ 57.22% |
$1.09M - $1.1M
|
128K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.7K+ 24.82% |
$904K - $913K
|
195K
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.2K+ 4.53% |
$821K - $830K
|
812K
$0
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
30.4K+ 7.8% |
$709K - $716K
|
420K
$0
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
30.1KNew |
$702K - $709K
|
30.1K
$0
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
26.2K+ 15.12% |
$611K - $617K
|
199K
$0
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
25.3K+ 202.26% |
$591K - $597K
|
37.8K
$0
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.1KNew |
$586K - $591K
|
25.1K
$0
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
24K+ 117.96% |
$560K - $566K
|
44.3K
$0
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
23.1K+ 37.93% |
$539K - $544K
|
83.9K
$0
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
21.2K+ 10.3% |
$495K - $500K
|
227K
$0
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.7K+ 53.25% |
$484K - $489K
|
59.6K
$0
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.5KNew |
$455K - $459K
|
19.5K
$0
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
18.1KNew |
$423K - $427K
|
18.1K
$0
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.9KNew |
$349K - $352K
|
14.9K
$0
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4K+ 2.5% |
$313K - $316K
|
548K
$0
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.4KNew |
$290K - $293K
|
12.4K
$0
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7KNew |
$273K - $276K
|
11.7K
$0
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$261K - $264K
|
11.2K
$0
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
11.1K+ 97.39% |
$260K - $262K
|
22.6K
$0
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8K+ 16.77% |
$252K - $255K
|
75.2K
$0
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
10.7K+ 19.85% |
$250K - $252K
|
64.6K
$0
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$247K - $250K
|
10.6K
$0
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.45KNew |
$221K - $223K
|
9.45K
$0
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
9.35K+ 20.97% |
$218K - $220K
|
53.9K
$0
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.81KNew |
$206K - $208K
|
8.81K
$0
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
8.43K+ 23.8% |
$197K - $199K
|
43.8K
$0
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.78K+ 4.06% |
$182K - $184K
|
200K
$0
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
7.61K+ 457.21% |
$178K - $179K
|
9.27K
$0
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.73K+ 19.2% |
$157K - $159K
|
41.8K
$0
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6.59K+ 38.16% |
$154K - $155K
|
23.9K
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.18K+ 13.1% |
$144K - $146K
|
53.3K
$0
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
5.47K+ 3.83% |
$128K - $129K
|
148K
$0
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.08K+ 15.35% |
$119K - $120K
|
38.2K
$0
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.24K+ 7.31% |
$99.1K - $100K
|
62.3K
$0
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.07K+ 20.64% |
$95K - $95.9K
|
23.8K
$0
|