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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.2K- 6.19% |
$118K - $118K
|
78.8K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-7.01K- 15.8% |
$159K - $160K
|
37.3K
$846K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.56K- 19.6% |
$216K - $218K
|
39.2K
$888K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.62K- 10.9% |
$218K - $219K
|
78.7K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.67K- 49.43% |
$219K - $220K
|
9.89K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.4K- 22.09% |
$234K - $236K
|
36.5K
$828K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.3K- 31.48% |
$256K - $258K
|
24.7K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.9K- 48.32% |
$270K - $272K
|
12.8K
$289K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-12.2K- 31.01% |
$276K - $278K
|
27.2K
$615K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-13.3K- 7.64% |
$301K - $302K
|
161K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14K- 2.36% |
$318K - $320K
|
581K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-15.5K- 64.92% |
$350K - $352K
|
8.36K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.4K- 53.59% |
$371K - $373K
|
14.2K
$322K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-18.6K- 20.57% |
$420K - $423K
|
71.7K
$1.62M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.3K- 16.82% |
$436K - $438K
|
95.3K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20.7K- 45.01% |
$467K - $470K
|
25.2K
$572K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-22.5K- 24.05% |
$508K - $511K
|
70.9K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.6K- 19.06% |
$601K - $605K
|
113K
$2.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-26.7K- 22.57% |
$604K - $608K
|
91.6K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.4K- 35.91% |
$620K - $623K
|
48.9K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-29.5K- 12.54% |
$668K - $672K
|
206K
$4.67M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-42.5K- 46.6% |
$962K - $968K
|
48.7K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-50.9K- 36.85% |
$1.15M - $1.16M
|
87.2K
$1.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-70K- 20.17% |
$1.58M - $1.59M
|
277K
$6.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-76.4K- 17.18% |
$1.73M - $1.74M
|
368K
$8.34M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 39.8% |
$2.79M - $2.81M
|
187K
$4.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-130K- 20.6% |
$2.93M - $2.95M
|
499K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-146K- 70.05% |
$3.31M - $3.33M
|
62.5K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-168K- 20.31% |
$3.8M - $3.82M
|
659K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-172K- 82.95% |
$3.89M - $3.91M
|
35.3K
$801K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-187K- 22.58% |
$4.23M - $4.25M
|
640K
$14.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-208K- 65.99% |
$4.7M - $4.73M
|
107K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-255K- 58.49% |
$5.77M - $5.8M
|
181K
$4.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.47M- 89.74% |
$33.3M - $33.5M
|
169K
$3.82M
|