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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.06K+ 42.11% |
$135K - $139K
|
20.5K
$474K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.86K+ 50.81% |
$130K - $134K
|
17.4K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.51K+ 3.65% |
$123K - $126K
|
157K
$3.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.12K+ 58.87% |
$114K - $117K
|
13.8K
$320K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
5.07K+ 59.46% |
$113K - $116K
|
13.6K
$315K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.75K+ 22.24% |
$106K - $109K
|
26.1K
$605K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.53K+ 15.15% |
$101K - $104K
|
34.4K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.46K+ 39.63% |
$99.1K - $102K
|
15.7K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.33K+ 5.74% |
$96.3K - $99.3K
|
79.8K
$1.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4.25K+ 14.12% |
$94.5K - $97.4K
|
34.4K
$796K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.82K+ 5.56% |
$84.9K - $87.5K
|
72.5K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.47K+ 3.19% |
$77.2K - $79.6K
|
112K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.76KNew |
$61.3K - $63.2K
|
2.76K
$63.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.61K+ 5.25% |
$58K - $59.8K
|
52.3K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.37K+ 12.68% |
$52.8K - $54.4K
|
21.1K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.09K+ 71.23% |
$46.5K - $47.9K
|
5.02K
$116K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
2.02K+ 4.73% |
$44.8K - $46.2K
|
44.6K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.98K+ 12.36% |
$44K - $45.3K
|
18K
$417K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.69K+ 8.56% |
$37.5K - $38.7K
|
21.4K
$496K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.69K+ 8.45% |
$37.5K - $38.7K
|
21.7K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.52K+ 634.31% |
$33.7K - $34.7K
|
1.76K
$40.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 7.24% |
$26.3K - $27.1K
|
17.5K
$406K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.18K+ 2.84% |
$26.3K - $27.1K
|
42.8K
$992K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.12K+ 8.19% |
$25K - $25.7K
|
14.8K
$344K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1K+ 5.74% |
$22.3K - $22.9K
|
18.4K
$427K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
915New |
$20.3K - $21K
|
915
$21.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
849New |
$18.9K - $19.5K
|
849
$19.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
765+ 2.81% |
$17K - $17.5K
|
28K
$649K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
707+ 4.07% |
$15.7K - $16.2K
|
18.1K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
644+ 2.98% |
$14.3K - $14.8K
|
22.2K
$515K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$8.89K - $9.17K
|
400
$9.27K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
391+ 0.76% |
$8.69K - $8.96K
|
51.6K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
375New |
$8.34K - $8.6K
|
375
$8.69K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
372+ 16.21% |
$8.27K - $8.53K
|
2.67K
$61.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
339+ 1.59% |
$7.54K - $7.77K
|
21.6K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
323New |
$7.18K - $7.4K
|
323
$7.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
318+ 1.72% |
$7.07K - $7.29K
|
18.8K
$435K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
285New |
$6.34K - $6.53K
|
285
$6.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
204+ 755.56% |
$4.53K - $4.68K
|
231
$5.35K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
149+ 0.54% |
$3.31K - $3.42K
|
27.5K
$638K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
94+ 0.48% |
$2.09K - $2.15K
|
19.8K
$458K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
87+ 0.15% |
$1.93K - $1.99K
|
59.6K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
80+ 0.76% |
$1.78K - $1.83K
|
10.7K
$247K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
23+ 0.05% |
$511 - $527
|
43.2K
$1M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9+ 0.19% |
$200 - $206
|
4.75K
$110K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-44- 0.33% |
$978 - $1.01K
|
13.3K
$308K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-63- 18.48% |
$1.4K - $1.44K
|
278
$6.44K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-392- 2.28% |
$8.71K - $8.98K
|
16.8K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-433- 2.29% |
$9.63K - $9.92K
|
18.5K
$428K
|