Purchases and Sales Made in Q1 2023 in Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO) 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 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.68K- 1.29% |
$36.9K - $38K
|
128K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2.01K- 13.99% |
$44.3K - $45.6K
|
12.4K
$281K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2.78K- 6.36% |
$61.1K - $62.9K
|
40.9K
$926K
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.87K- 10.22% |
$63.2K - $65K
|
25.2K
$571K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.94K- 3.52% |
$64.8K - $66.7K
|
80.8K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.52K- 5.6% |
$77.4K - $79.7K
|
59.3K
$1.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.84K- 2.67% |
$84.4K - $86.9K
|
140K
$3.17M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.79K- 86.01% |
$105K - $108K
|
779
$17.7K
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-5.52K- 1.9% |
$121K - $125K
|
285K
$6.47M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.2K- 1.5% |
$203K - $208K
|
603K
$13.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.7K- 11.95% |
$235K - $241K
|
78.5K
$1.78M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-12.2K- 20.95% |
$268K - $276K
|
46K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15K- 5.17% |
$329K - $339K
|
275K
$6.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-18.6K- 43.58% |
$410K - $422K
|
24.1K
$546K
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-19.5K- 52.44% |
$430K - $442K
|
17.7K
$401K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.1K- 99.3% |
$487K - $501K
|
157
$3.56K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.2K- 72.98% |
$533K - $548K
|
8.96K
$203K
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-30.4K- 25.41% |
$670K - $690K
|
89.4K
$2.03M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.1K- 29.74% |
$685K - $705K
|
73.5K
$1.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-40.3K- 44.9% |
$887K - $912K
|
49.4K
$1.12M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50.8K- 80.67% |
$1.12M - $1.15M
|
12.2K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-295K- 44.82% |
$6.49M - $6.68M
|
363K
$8.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-335K- 67.44% |
$7.39M - $7.6M
|
162K
$3.67M
|