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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.23K+ 23.22% |
$75.5K - $76.3K
|
17.2K
$0
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.82K+ 51.52% |
$65.8K - $66.5K
|
8.29K
$0
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.17K+ 15.29% |
$50.6K - $51.1K
|
16.3K
$0
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.09K+ 1.85% |
$48.8K - $49.3K
|
115K
$0
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.03K+ 4.36% |
$47.3K - $47.8K
|
48.5K
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.95K+ 13013.33% |
$45.6K - $46K
|
1.97K
$0
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.49K+ 9.65% |
$34.7K - $35.1K
|
16.9K
$0
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.26K+ 9.88% |
$29.5K - $29.8K
|
14.1K
$0
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
1.14K+ 1.57% |
$26.7K - $26.9K
|
73.8K
$0
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 142.61% |
$25.2K - $25.5K
|
1.84K
$0
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 5.22% |
$24K - $24.2K
|
20.7K
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$23.4K - $23.6K
|
1K
$0
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1K+ 55.56% |
$23.4K - $23.6K
|
2.8K
$0
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
972+ 0.77% |
$22.7K - $22.9K
|
126K
$0
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
906New |
$21.2K - $21.4K
|
906
$0
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
600+ 2.28% |
$14K - $14.1K
|
26.9K
$0
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
492+ 1.82% |
$11.5K - $11.6K
|
27.5K
$0
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
405+ 4.62% |
$9.46K - $9.55K
|
9.18K
$0
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
184New |
$4.3K - $4.34K
|
184
$0
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
161+ 0.83% |
$3.76K - $3.8K
|
19.5K
$0
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
64+ 0.05% |
$1.49K - $1.51K
|
125K
$0
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
42+ 0.8% |
$981 - $990
|
5.31K
$0
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 1.2% |
$163 - $165
|
589
$0
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$46.7 - $47.2
|
2
$0
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 4.35% |
$23.4 - $23.6
|
24
$0
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-31- 0.36% |
$724 - $731
|
8.55K
$0
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 0.59% |
$747 - $755
|
5.37K
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110Closed |
$2.57K - $2.59K
|
0
$0
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-128- 0.31% |
$2.99K - $3.02K
|
41.4K
$0
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-153- 21.05% |
$3.57K - $3.61K
|
574
$0
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-200- 16.67% |
$4.67K - $4.72K
|
1K
$0
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-525- 4.0% |
$12.3K - $12.4K
|
12.6K
$0
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-650- 68.42% |
$15.2K - $15.3K
|
300
$0
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-678- 1.99% |
$15.8K - $16K
|
33.4K
$0
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-717- 0.09% |
$16.7K - $16.9K
|
840K
$0
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-838- 62.87% |
$19.6K - $19.8K
|
495
$0
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-988- 6.03% |
$23.1K - $23.3K
|
15.4K
$0
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-988- 6.03% |
$23.1K - $23.3K
|
15.4K
$0
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.02K- 5.96% |
$23.9K - $24.1K
|
16.2K
$0
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.18K- 6.96% |
$27.5K - $27.8K
|
15.7K
$0
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.21K- 5.84% |
$28.2K - $28.4K
|
19.4K
$0
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.23K- 1.35% |
$28.6K - $28.9K
|
89.5K
$0
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.73K- 9.17% |
$40.3K - $40.7K
|
17.1K
$0
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-1.73K- 1.7% |
$40.3K - $40.7K
|
100K
$0
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.82K- 5.33% |
$42.5K - $42.9K
|
32.3K
$0
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.92K- 13.14% |
$44.7K - $45.2K
|
12.7K
$0
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.29K- 3.58% |
$53.4K - $53.9K
|
61.6K
$0
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-2.52K- 1.18% |
$58.8K - $59.4K
|
211K
$0
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-3K- 10.25% |
$70.1K - $70.7K
|
26.3K
$0
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.36K- 33.14% |
$78.5K - $79.2K
|
6.78K
$0
|