Purchases and Sales Made in Q1 2023 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETSF FD TR BULLETSHARE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
246K+ 2760.59% |
$5.48M - $5.72M
|
255K
$5.98M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
193K+ 1276.44% |
$4.29M - $4.48M
|
208K
$4.87M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 39.62% |
$2.48M - $2.6M
|
393K
$9.22M
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
102K+ 21.05% |
$2.26M - $2.36M
|
584K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
80.5KNew |
$1.79M - $1.87M
|
80.5K
$1.89M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
57.9K+ 15.77% |
$1.29M - $1.35M
|
425K
$9.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
43.5KNew |
$970K - $1.01M
|
43.5K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.5KNew |
$924K - $965K
|
41.5K
$973K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.8K+ 11.59% |
$843K - $881K
|
364K
$8.55M
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
35.9K+ 13.51% |
$798K - $834K
|
301K
$7.07M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.4K+ 79.73% |
$788K - $824K
|
79.8K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
33.5K+ 39.39% |
$747K - $781K
|
119K
$2.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
33.5K+ 7.0% |
$747K - $780K
|
513K
$12M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
28.1KNew |
$626K - $654K
|
28.1K
$659K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.8K+ 272.05% |
$598K - $624K
|
36.7K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.8K+ 20.48% |
$597K - $624K
|
158K
$3.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.5K+ 34.09% |
$524K - $548K
|
92.6K
$2.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.2KNew |
$516K - $540K
|
23.2K
$544K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
21.6K+ 27.46% |
$481K - $502K
|
100K
$2.35M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20.9KNew |
$465K - $486K
|
20.9K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19.8KNew |
$440K - $460K
|
19.8K
$464K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.9K+ 48.86% |
$421K - $440K
|
57.5K
$1.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
18.9K+ 17.93% |
$420K - $439K
|
124K
$2.91M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
17.2KNew |
$382K - $399K
|
17.2K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.4K+ 5.91% |
$343K - $358K
|
276K
$6.47M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15K+ 6.59% |
$333K - $348K
|
242K
$5.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.8K+ 37.7% |
$330K - $345K
|
54.2K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
13.5K+ 6.97% |
$302K - $315K
|
208K
$4.88M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12.3K+ 35.26% |
$274K - $286K
|
47.2K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.1K+ 16.04% |
$269K - $281K
|
87.3K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.1KNew |
$248K - $259K
|
11.1K
$261K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.6KNew |
$214K - $223K
|
9.6K
$225K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.53KNew |
$212K - $222K
|
9.53K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.12KNew |
$203K - $212K
|
9.12K
$214K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.18K+ 47.12% |
$160K - $167K
|
22.4K
$526K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.29K+ 24.59% |
$118K - $123K
|
26.8K
$629K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
5.06K+ 2.42% |
$113K - $118K
|
214K
$5.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.87K+ 20.59% |
$108K - $113K
|
28.5K
$669K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.45K+ 45.75% |
$99K - $103K
|
14.2K
$332K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.34K+ 196.16% |
$96.7K - $101K
|
6.55K
$154K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.3K+ 3.77% |
$95.8K - $100K
|
118K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.68K+ 6.71% |
$81.9K - $85.6K
|
58.5K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.38K+ 24.91% |
$75.2K - $78.5K
|
16.9K
$397K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.21K+ 4.32% |
$71.6K - $74.8K
|
77.6K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.13K+ 11.08% |
$69.8K - $72.9K
|
31.4K
$737K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.43K+ 2.72% |
$54.1K - $56.5K
|
91.8K
$2.15M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.25K+ 138.0% |
$50.1K - $52.3K
|
3.88K
$91K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.05KNew |
$45.6K - $47.6K
|
2.05K
$48K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.96K+ 7.11% |
$43.7K - $45.7K
|
29.6K
$694K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 8.57% |
$43.2K - $45.1K
|
24.6K
$577K
|