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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
62+ 0.35% |
$1.39K - $1.41K
|
17.7K
$402K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
7+ 0.09% |
$157 - $159
|
7.95K
$180K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-148- 0.3% |
$3.31K - $3.37K
|
48.8K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-365- 7.61% |
$8.16K - $8.31K
|
4.43K
$101K
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-414- 0.12% |
$9.26K - $9.43K
|
347K
$7.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-647- 2.35% |
$14.5K - $14.7K
|
26.8K
$609K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-721- 5.91% |
$16.1K - $16.4K
|
11.5K
$260K
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-761- 1.66% |
$17K - $17.3K
|
45K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1K- 8.7% |
$22.4K - $22.8K
|
10.5K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.01K- 44.53% |
$22.7K - $23.1K
|
1.26K
$28.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.05K- 16.69% |
$23.5K - $24K
|
5.25K
$119K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.15K- 2.83% |
$25.6K - $26.1K
|
39.4K
$893K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.25K- 21.95% |
$28K - $28.5K
|
4.45K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.31K- 2.48% |
$29.3K - $29.9K
|
51.6K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.65K- 4.22% |
$36.9K - $37.6K
|
37.5K
$849K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.96K- 5.38% |
$43.8K - $44.6K
|
34.4K
$781K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.83K- 3.11% |
$63.3K - $64.5K
|
88.4K
$2M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.02K- 1.12% |
$67.5K - $68.8K
|
267K
$6.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-3.08K- 2.86% |
$68.8K - $70.1K
|
105K
$2.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.21K- 1.35% |
$71.9K - $73.2K
|
235K
$5.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.28K- 6.08% |
$73.3K - $74.6K
|
50.6K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.86K- 8.01% |
$86.4K - $88K
|
44.4K
$1.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.3K- 6.2% |
$96.1K - $97.9K
|
65K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4.72K- 9.34% |
$106K - $107K
|
45.8K
$1.04M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.8K- 35.01% |
$130K - $132K
|
10.8K
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-6.05K- 6.22% |
$135K - $138K
|
91.2K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6.21K- 5.25% |
$139K - $141K
|
112K
$2.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.23K- 22.06% |
$139K - $142K
|
22K
$499K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.19K- 15.93% |
$161K - $164K
|
37.9K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.38K- 13.41% |
$210K - $214K
|
60.6K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.1K- 6.38% |
$225K - $229K
|
148K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.6K- 13.33% |
$304K - $309K
|
88.3K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-18.7K- 34.2% |
$418K - $426K
|
36K
$817K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-19.7K- 51.39% |
$441K - $449K
|
18.6K
$423K
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-21.8K- 15.58% |
$488K - $497K
|
118K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25.4K- 29.6% |
$568K - $578K
|
60.4K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-38K- 13.89% |
$849K - $865K
|
235K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-40.1K- 16.21% |
$897K - $913K
|
207K
$4.7M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-53.6K- 36.94% |
$1.2M - $1.22M
|
91.6K
$2.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-56K- 11.19% |
$1.25M - $1.28M
|
445K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.7K- 5.72% |
$1.29M - $1.31M
|
951K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-70.8K- 69.83% |
$1.58M - $1.61M
|
30.6K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-71.7K- 13.8% |
$1.6M - $1.63M
|
448K
$10.2M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-85.9K- 99.92% |
$1.92M - $1.96M
|
69
$1.56K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-216K- 34.57% |
$4.83M - $4.91M
|
408K
$9.26M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-318K- 25.08% |
$7.12M - $7.25M
|
951K
$21.6M
|