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 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.47K- 11.24% |
$81K - $81.8K
|
27.4K
$0
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.62KClosed |
$84.4K - $85.2K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.62K- 4.87% |
$84.6K - $85.5K
|
70.8K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.9K- 2.4% |
$90.9K - $91.8K
|
158K
$0
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.93K- 4.02% |
$91.7K - $92.6K
|
93.7K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.5K- 95.16% |
$105K - $106K
|
229
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.42K- 16.89% |
$150K - $151K
|
31.6K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.57K- 45.75% |
$153K - $155K
|
7.79K
$0
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.98K- 4.99% |
$163K - $165K
|
133K
$0
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.26K- 2.46% |
$170K - $171K
|
288K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.71K- 3.25% |
$180K - $182K
|
229K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.4K- 3.94% |
$266K - $268K
|
277K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-12.1K- 1.95% |
$282K - $285K
|
606K
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13K- 7.4% |
$303K - $306K
|
163K
$0
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-13.7K- 8.01% |
$319K - $322K
|
157K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-15K- 49.63% |
$350K - $354K
|
15.2K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-20.1K- 21.78% |
$469K - $473K
|
72.1K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-22.7K- 61.5% |
$530K - $536K
|
14.2K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.4K- 36.13% |
$592K - $598K
|
44.8K
$0
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-26.5K- 15.96% |
$618K - $624K
|
139K
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.7K- 10.06% |
$717K - $724K
|
275K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.6K- 3.7% |
$831K - $839K
|
927K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-36.8K- 12.32% |
$860K - $868K
|
262K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-37.4K- 26.39% |
$873K - $881K
|
104K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-42.8K- 77.38% |
$998K - $1.01M
|
12.5K
$0
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-46.6K- 30.13% |
$1.09M - $1.1M
|
108K
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-69.5K- 42.72% |
$1.62M - $1.64M
|
93.1K
$0
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-109K- 56.26% |
$2.55M - $2.58M
|
85K
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-117K- 63.15% |
$2.73M - $2.76M
|
68.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-126K- 5.42% |
$2.94M - $2.97M
|
2.2M
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-151K- 56.26% |
$3.52M - $3.55M
|
117K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-160K- 96.14% |
$3.72M - $3.76M
|
6.4K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-219K- 33.41% |
$5.11M - $5.16M
|
436K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-280K- 70.84% |
$6.53M - $6.6M
|
115K
$0
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-495K- 93.65% |
$11.6M - $11.7M
|
33.6K
$0
|