Purchases and Sales Made in Q4 2023 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.9K+ 10.21% |
$42.5K - $44.3K
|
20.5K
$482K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.76K+ 0.99% |
$39.3K - $40.9K
|
180K
$4.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.75K+ 45.11% |
$39.1K - $40.7K
|
5.63K
$132K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.66KNew |
$37K - $38.5K
|
1.66K
$38.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.62K+ 3.14% |
$36.1K - $37.7K
|
53.2K
$1.25M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.62K+ 3.1% |
$36.1K - $37.7K
|
53.8K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1.59K+ 0.62% |
$35.5K - $37K
|
257K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.4KNew |
$31.4K - $32.7K
|
1.4K
$32.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.35K+ 570.46% |
$30.2K - $31.5K
|
1.59K
$37.3K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.3K+ 7.86% |
$28.9K - $30.1K
|
17.8K
$417K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.29K+ 3.23% |
$28.8K - $30K
|
41.3K
$968K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.29K+ 88.89% |
$28.8K - $30K
|
2.74K
$64.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.26KNew |
$28.1K - $29.2K
|
1.26K
$29.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 12.85% |
$27.4K - $28.5K
|
10.8K
$252K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.1K+ 24.51% |
$24.6K - $25.6K
|
5.58K
$131K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.09K+ 4.81% |
$24.2K - $25.3K
|
23.6K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
922+ 1.85% |
$20.6K - $21.5K
|
50.8K
$1.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
881+ 5.31% |
$19.7K - $20.5K
|
17.5K
$410K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
800New |
$17.9K - $18.6K
|
800
$18.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
726+ 2.11% |
$16.2K - $16.9K
|
35.1K
$824K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$8.94K - $9.31K
|
400
$9.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
356+ 1.96% |
$7.95K - $8.29K
|
18.5K
$433K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
273New |
$6.1K - $6.36K
|
273
$6.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
137+ 0.12% |
$3.06K - $3.19K
|
119K
$2.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
24New |
$536 - $559
|
24
$563
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.02% |
$156 - $163
|
29.6K
$693K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 2.0% |
$44.7 - $46.6
|
102
$2.39K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-252- 2.45% |
$5.63K - $5.87K
|
10K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-361- 1.33% |
$8.06K - $8.4K
|
26.7K
$627K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-510- 22.46% |
$11.4K - $11.9K
|
1.76K
$41.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-600- 3.67% |
$13.4K - $14K
|
15.7K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-638- 21.45% |
$14.3K - $14.9K
|
2.34K
$54.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.17K- 1.15% |
$26.1K - $27.2K
|
100K
$2.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.51K- 12.83% |
$33.6K - $35.1K
|
10.2K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.72K- 0.57% |
$38.3K - $39.9K
|
300K
$7.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.77K- 4.14% |
$39.5K - $41.2K
|
41K
$963K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.82K- 1.81% |
$40.7K - $42.4K
|
99.1K
$2.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.09K- 6.88% |
$69.1K - $72K
|
41.9K
$982K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.67K- 19.46% |
$81.9K - $85.3K
|
15.2K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.94K- 1.87% |
$88.1K - $91.8K
|
207K
$4.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5.74K- 6.13% |
$128K - $134K
|
87.8K
$2.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.96K- 7.17% |
$155K - $162K
|
90K
$2.11M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-8.73K- 6.97% |
$195K - $203K
|
117K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-12.8K- 2.16% |
$286K - $298K
|
580K
$13.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-27.5K- 5.87% |
$615K - $641K
|
442K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-37.6K- 13.74% |
$840K - $875K
|
236K
$5.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41.1K- 17.46% |
$917K - $956K
|
194K
$4.55M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-52.2K- 37.98% |
$1.17M - $1.21M
|
85.2K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-87K- 85.95% |
$1.94M - $2.02M
|
14.2K
$333K
|