Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.16MNew |
$26M - $26.5M
|
1.16M
$26.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
878K+ 35.05% |
$19.6M - $20M
|
3.38M
$76.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
364K+ 137.61% |
$8.15M - $8.29M
|
629K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
350K+ 27.05% |
$7.82M - $7.96M
|
1.64M
$37.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
211K+ 47.44% |
$4.71M - $4.79M
|
654K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
207K+ 41.02% |
$4.62M - $4.71M
|
711K
$16.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
174KNew |
$3.89M - $3.96M
|
174K
$3.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
138KNew |
$3.09M - $3.14M
|
138K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101K+ 93.31% |
$2.25M - $2.29M
|
209K
$4.73M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
90.3KNew |
$2.02M - $2.06M
|
90.3K
$2.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
88.3K+ 25.67% |
$1.97M - $2.01M
|
432K
$9.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
82.4K+ 190.42% |
$1.84M - $1.88M
|
126K
$2.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
80.7KNew |
$1.8M - $1.84M
|
80.7K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
67.2K+ 12.72% |
$1.5M - $1.53M
|
595K
$13.5M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
55.5KNew |
$1.24M - $1.26M
|
55.5K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.7K+ 18.64% |
$1.09M - $1.11M
|
310K
$7.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
46.7K+ 17.42% |
$1.05M - $1.06M
|
315K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
41.8K+ 9.74% |
$935K - $952K
|
471K
$10.7M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
40KNew |
$895K - $911K
|
40K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.6K+ 169.34% |
$885K - $901K
|
62.9K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.3K+ 4.2% |
$746K - $759K
|
827K
$18.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
32.8K+ 204.99% |
$734K - $748K
|
48.9K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.1K+ 4.04% |
$718K - $731K
|
827K
$18.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
31.6KNew |
$705K - $718K
|
31.6K
$715K
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
29.1K+ 123.04% |
$651K - $663K
|
52.8K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.1K+ 58.37% |
$629K - $640K
|
76.3K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.7KNew |
$619K - $631K
|
27.7K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
26.8K+ 30.17% |
$599K - $610K
|
116K
$2.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
26.1KNew |
$584K - $595K
|
26.1K
$592K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.1K+ 120.95% |
$562K - $572K
|
45.9K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
24.7KNew |
$552K - $563K
|
24.7K
$560K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
23.1K+ 5.44% |
$516K - $526K
|
447K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.9K+ 30.97% |
$467K - $476K
|
88.4K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.9K+ 16.66% |
$445K - $453K
|
139K
$3.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
19.6K+ 16.45% |
$438K - $447K
|
139K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.6KNew |
$437K - $445K
|
19.6K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.5K+ 148.73% |
$414K - $422K
|
31K
$702K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
18.4K+ 34.02% |
$411K - $419K
|
72.4K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
17.7K+ 60.77% |
$396K - $404K
|
46.9K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.4K+ 16.6% |
$366K - $372K
|
115K
$2.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15.8KNew |
$354K - $361K
|
15.8K
$359K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
12.7K+ 79.39% |
$284K - $289K
|
28.7K
$649K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
12.3KNew |
$276K - $281K
|
12.3K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 5.86% |
$245K - $249K
|
198K
$4.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3KNew |
$229K - $234K
|
10.3K
$232K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9.76K+ 9.32% |
$218K - $222K
|
115K
$2.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
9.41K+ 48.15% |
$210K - $214K
|
29K
$656K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
8.88K+ 29.38% |
$199K - $202K
|
39.1K
$886K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
8.53KNew |
$191K - $194K
|
8.53K
$193K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.32K+ 34.03% |
$186K - $189K
|
32.8K
$743K
|