Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
792KNew |
$17.9M - $18M
|
792K
$17.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
460K+ 1759.69% |
$10.4M - $10.5M
|
486K
$11M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
322K+ 33.89% |
$7.3M - $7.34M
|
1.27M
$28.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
322K+ 33.89% |
$7.3M - $7.34M
|
1.27M
$28.9M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
207KNew |
$4.69M - $4.72M
|
207K
$4.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
179K+ 5.28% |
$4.04M - $4.06M
|
3.56M
$80.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 16.33% |
$2.42M - $2.43M
|
761K
$17.2M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
65K+ 133.1% |
$1.47M - $1.48M
|
114K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
64.2KNew |
$1.45M - $1.46M
|
64.2K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
46.6K+ 16.49% |
$1.06M - $1.06M
|
330K
$7.47M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
45.1K+ 55.91% |
$1.02M - $1.03M
|
126K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
44.5K+ 230.32% |
$1.01M - $1.01M
|
63.8K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
38KNew |
$859K - $864K
|
38K
$860K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.1K+ 26.91% |
$704K - $708K
|
147K
$3.33M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
29.8K+ 6.88% |
$673K - $677K
|
462K
$10.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.5K+ 7.88% |
$667K - $671K
|
404K
$9.14M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.4K+ 200.39% |
$643K - $647K
|
42.6K
$966K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
23.9K+ 5.84% |
$540K - $543K
|
432K
$9.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
21.8KNew |
$494K - $497K
|
21.8K
$494K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.7KNew |
$423K - $426K
|
18.7K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.2K+ 30.1% |
$413K - $415K
|
78.8K
$1.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.1K+ 12.84% |
$365K - $367K
|
142K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 49.73% |
$352K - $354K
|
46.8K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
13.6KNew |
$309K - $310K
|
13.6K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.3K+ 2.98% |
$302K - $304K
|
462K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
13.1K+ 122.76% |
$296K - $297K
|
23.7K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.8KNew |
$290K - $292K
|
12.8K
$290K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1KNew |
$273K - $275K
|
12.1K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$261K - $263K
|
11.5K
$262K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9.88KNew |
$224K - $225K
|
9.88K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.81KNew |
$222K - $223K
|
9.81K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.33K+ 21.41% |
$188K - $189K
|
47.2K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.85K+ 66.93% |
$178K - $179K
|
19.6K
$444K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
7.23K+ 9.98% |
$164K - $165K
|
79.6K
$1.8M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.8K+ 53.88% |
$131K - $132K
|
16.6K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.55K+ 4.83% |
$126K - $126K
|
120K
$2.73M
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
5.47K+ 10.37% |
$124K - $125K
|
58.3K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.26K+ 18.36% |
$119K - $120K
|
33.9K
$769K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
5.02K+ 15.9% |
$114K - $114K
|
36.6K
$829K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.99K+ 0.31% |
$90.3K - $90.8K
|
1.27M
$28.9M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.89K+ 6.43% |
$87.9K - $88.4K
|
64.3K
$1.46M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.3K+ 2.3% |
$74.7K - $75.1K
|
147K
$3.32M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.18K+ 0.45% |
$72K - $72.4K
|
714K
$16.2M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.07K+ 4.87% |
$69.4K - $69.8K
|
66.1K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.74KNew |
$62K - $62.4K
|
2.74K
$62.1K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.54K+ 2.45% |
$57.6K - $57.9K
|
106K
$2.41M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.42K+ 0.91% |
$54.8K - $55.1K
|
270K
$6.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.32K+ 1.17% |
$52.6K - $52.9K
|
200K
$4.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.31KNew |
$52.2K - $52.5K
|
2.31K
$52.3K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.3K+ 6.14% |
$52K - $52.3K
|
39.8K
$901K
|