Purchases and Sales Made in Q3 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 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 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-283- 0.19% |
$6.64K - $6.68K
|
153K
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-383- 10.17% |
$8.99K - $9.03K
|
3.38K
$0
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-426- 4.81% |
$9.99K - $10K
|
8.42K
$0
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-800- 11.06% |
$18.8K - $18.9K
|
6.43K
$0
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-995- 3.32% |
$23.3K - $23.5K
|
29K
$0
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.15K- 12.41% |
$27K - $27.2K
|
8.12K
$0
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.25K- 2.81% |
$29.3K - $29.5K
|
43.2K
$0
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.43K- 8.12% |
$33.5K - $33.7K
|
16.2K
$0
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.93K- 2.06% |
$45.3K - $45.5K
|
91.8K
$0
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.54K- 6.18% |
$59.7K - $60K
|
38.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.64K- 0.82% |
$61.9K - $62.3K
|
321K
$0
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.7K- 11.48% |
$63.4K - $63.7K
|
20.8K
$0
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.72K- 28.86% |
$63.8K - $64.2K
|
6.71K
$0
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.76K- 14.35% |
$64.7K - $65K
|
16.4K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.22K- 0.84% |
$75.5K - $76K
|
381K
$0
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-3.35K- 1.86% |
$78.6K - $79K
|
177K
$0
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-3.43K- 3.83% |
$80.4K - $80.9K
|
86.1K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.35K- 2.96% |
$102K - $103K
|
143K
$0
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4.59K- 21.42% |
$108K - $108K
|
16.8K
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.47K- 6.5% |
$128K - $129K
|
78.8K
$0
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-5.49K- 5.5% |
$129K - $129K
|
94.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.01K- 14.1% |
$141K - $142K
|
36.6K
$0
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.02K- 17.97% |
$141K - $142K
|
27.5K
$0
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6.2K- 12.47% |
$146K - $146K
|
43.5K
$0
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.3K- 41.9% |
$148K - $148K
|
8.73K
$0
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.38K- 12.47% |
$173K - $174K
|
51.8K
$0
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-7.5K- 5.29% |
$176K - $177K
|
134K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.76K- 1.55% |
$206K - $207K
|
555K
$0
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.8K- 5.71% |
$254K - $255K
|
179K
$0
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 6.28% |
$259K - $260K
|
165K
$0
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-11.2K- 11.07% |
$262K - $263K
|
89.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-12.9K- 19.56% |
$303K - $305K
|
53.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.2K- 60.02% |
$310K - $311K
|
8.79K
$0
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-14.5K- 54.85% |
$339K - $341K
|
11.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.6K- 3.02% |
$343K - $345K
|
469K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.8K- 16.33% |
$370K - $372K
|
80.8K
$0
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-17.7K- 51.45% |
$415K - $417K
|
16.7K
$0
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.9K- 8.6% |
$419K - $421K
|
190K
$0
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.1K- 58.34% |
$471K - $474K
|
14.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.9K- 68.51% |
$491K - $494K
|
9.62K
$0
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-22.2K- 15.96% |
$521K - $524K
|
117K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.2K- 14.25% |
$567K - $570K
|
145K
$0
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-28.6K- 61.28% |
$672K - $676K
|
18.1K
$0
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-29.6K- 57.37% |
$694K - $698K
|
22K
$0
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-30.4K- 15.13% |
$714K - $718K
|
171K
$0
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-33K- 51.16% |
$775K - $780K
|
31.6K
$0
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47.5K- 6.09% |
$1.11M - $1.12M
|
732K
$0
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-80.4K- 36.5% |
$1.89M - $1.9M
|
140K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-81.5K- 73.29% |
$1.91M - $1.92M
|
29.7K
$0
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-99.1K- 48.91% |
$2.33M - $2.34M
|
104K
$0
|