Purchases and Sales Made in Q1 2023 in Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE SELF-IND TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
68.3KNew |
$1.48M - $1.54M
|
68.3K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.8K+ 13.48% |
$906K - $941K
|
352K
$7.66M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.9K+ 54.35% |
$539K - $560K
|
70.7K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5K+ 95.26% |
$466K - $484K
|
44.1K
$959K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.8K+ 91.72% |
$430K - $446K
|
41.4K
$902K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.6K+ 31.19% |
$425K - $441K
|
82.5K
$1.8M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
12.4KNew |
$269K - $279K
|
12.4K
$270K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
11.3KNew |
$245K - $255K
|
11.3K
$247K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.7K+ 36.32% |
$80.2K - $83.3K
|
13.9K
$302K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.47K+ 21.86% |
$53.5K - $55.6K
|
13.8K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33K+ 7.95% |
$28.8K - $29.9K
|
18.1K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31K+ 35.36% |
$28.3K - $29.4K
|
5K
$109K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
897+ 1.58% |
$19.4K - $20.2K
|
57.8K
$1.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
885+ 9.39% |
$19.2K - $19.9K
|
10.3K
$225K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
449+ 2.27% |
$9.73K - $10.1K
|
20.2K
$440K
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
348+ 0.18% |
$7.54K - $7.83K
|
195K
$4.25M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
345+ 81.18% |
$7.47K - $7.77K
|
770
$16.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-866- 3.0% |
$18.8K - $19.5K
|
28K
$609K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.17K- 19.87% |
$25.3K - $26.3K
|
4.71K
$102K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.71K- 6.2% |
$102K - $106K
|
71.2K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.3K- 56.62% |
$592K - $615K
|
20.9K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-117K- 60.63% |
$2.52M - $2.62M
|
75.6K
$1.65M
|