Purchases and Sales Made in Q3 2023 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
820+ 2.09% |
$18.5K - $18.9K
|
40K
$938K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
738+ 4.25% |
$16.7K - $17K
|
18.1K
$425K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
708+ 18.75% |
$16K - $16.3K
|
4.48K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
694+ 2.21% |
$15.7K - $16K
|
32.1K
$754K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
667+ 1.78% |
$15.1K - $15.4K
|
38.2K
$896K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
611+ 4.0% |
$13.8K - $14.1K
|
15.9K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
586+ 1.34% |
$13.2K - $13.5K
|
44.5K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
584+ 1.28% |
$13.2K - $13.4K
|
46.1K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
387+ 1.45% |
$8.73K - $8.91K
|
27.1K
$636K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
309+ 27.11% |
$6.97K - $7.12K
|
1.45K
$34K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
295New |
$6.66K - $6.79K
|
295
$6.92K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
250+ 0.59% |
$5.64K - $5.76K
|
42.8K
$1M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
208+ 1.28% |
$4.69K - $4.79K
|
16.5K
$386K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
156+ 19.4% |
$3.52K - $3.59K
|
960
$22.5K
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
138+ 1.36% |
$3.11K - $3.18K
|
10.3K
$242K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
21+ 0.06% |
$474 - $484
|
34.4K
$806K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.02% |
$135 - $138
|
29.6K
$693K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4+ 0.04% |
$90.3 - $92.1
|
9.54K
$224K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-512- 0.54% |
$11.6K - $11.8K
|
93.5K
$2.19M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-771- 7.32% |
$17.4K - $17.8K
|
9.76K
$229K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2K- 10.75% |
$45.1K - $46.1K
|
16.6K
$389K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.63K- 40.04% |
$81.9K - $83.6K
|
5.43K
$127K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.81K- 1.73% |
$109K - $111K
|
274K
$6.42M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.39K- 10.91% |
$144K - $147K
|
52.2K
$1.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.39K- 11.03% |
$144K - $147K
|
51.6K
$1.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-6.83K- 61.9% |
$154K - $157K
|
4.2K
$98.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.66K- 4.92% |
$173K - $176K
|
148K
$3.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-7.86K- 1.31% |
$177K - $181K
|
593K
$13.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-14.5K- 13.02% |
$328K - $334K
|
97K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.8K- 9.19% |
$493K - $503K
|
216K
$5.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-36K- 28.75% |
$813K - $829K
|
89.3K
$2.09M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-79.2K- 36.56% |
$1.79M - $1.82M
|
137K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-209K- 93.49% |
$4.71M - $4.8M
|
14.5K
$341K
|