Purchases and Sales Made in Q4 2023 in Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SF IDXD FD TR BULLE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
884K+ 2316.65% |
$19.6M - $20.3M
|
922K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
752KNew |
$16.7M - $17.2M
|
752K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
382K+ 4249.13% |
$8.49M - $8.75M
|
391K
$9.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
374K+ 174.39% |
$8.32M - $8.58M
|
589K
$13.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
319K+ 439.89% |
$7.1M - $7.32M
|
392K
$9.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
272KNew |
$6.05M - $6.24M
|
272K
$6.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
222K+ 31.3% |
$4.94M - $5.1M
|
933K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
189KNew |
$4.2M - $4.33M
|
189K
$4.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
146K+ 26.11% |
$3.24M - $3.34M
|
704K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
136KNew |
$3.02M - $3.12M
|
136K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
123K+ 30.85% |
$2.73M - $2.82M
|
522K
$12.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
82.4KNew |
$1.83M - $1.89M
|
82.4K
$1.91M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
64.7K+ 57.03% |
$1.44M - $1.48M
|
178K
$4.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
62K+ 95.38% |
$1.38M - $1.42M
|
127K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58.1K+ 101.91% |
$1.29M - $1.33M
|
115K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
55.8K+ 27.52% |
$1.24M - $1.28M
|
259K
$5.99M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
43.8KNew |
$974K - $1M
|
43.8K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.1K+ 4.46% |
$892K - $920K
|
940K
$21.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
37.2KNew |
$827K - $852K
|
37.2K
$862K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
36.7K+ 39.01% |
$817K - $842K
|
131K
$3.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
34.9KNew |
$776K - $800K
|
34.9K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
31K+ 59.57% |
$689K - $710K
|
83K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
30.2K+ 194.48% |
$671K - $692K
|
45.7K
$1.06M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
25.7KNew |
$570K - $588K
|
25.7K
$595K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
25.4K+ 542.31% |
$566K - $583K
|
30.1K
$698K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
24.8K+ 24.03% |
$552K - $569K
|
128K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.8K+ 18.01% |
$551K - $568K
|
162K
$3.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
23.5K+ 57.62% |
$522K - $539K
|
64.3K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
22.6K+ 19.48% |
$503K - $519K
|
139K
$3.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
22.2KNew |
$493K - $508K
|
22.2K
$513K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
20K+ 13.69% |
$444K - $458K
|
166K
$3.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
19.5KNew |
$434K - $448K
|
19.5K
$453K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
17.7KNew |
$393K - $405K
|
17.7K
$409K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.5K+ 99.45% |
$388K - $400K
|
35K
$811K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
16.9K+ 23.18% |
$376K - $388K
|
89.9K
$2.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
16.1K+ 83.9% |
$358K - $369K
|
35.3K
$817K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16K+ 33.25% |
$356K - $367K
|
64.1K
$1.49M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14.5KNew |
$321K - $331K
|
14.5K
$335K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
13.8K+ 32.18% |
$306K - $315K
|
56.5K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
12.7K+ 2.24% |
$283K - $291K
|
581K
$13.5M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
12.6K+ 83.18% |
$280K - $289K
|
27.8K
$643K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
11.9K+ 5.22% |
$264K - $272K
|
239K
$5.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 90.41% |
$257K - $265K
|
24.4K
$564K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.3KNew |
$250K - $258K
|
11.3K
$261K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$234K - $241K
|
10.5K
$244K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
8.91K+ 42.81% |
$198K - $204K
|
29.7K
$689K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.89KNew |
$198K - $204K
|
8.89K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.81K+ 22.97% |
$196K - $202K
|
47.1K
$1.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.75K+ 29.66% |
$172K - $178K
|
33.9K
$785K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.72K+ 13.61% |
$172K - $177K
|
64.5K
$1.49M
|