Purchases and Sales Made in Q2 2023 in Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO EX-TRADED SELF INDX FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
138K+ 41.95% |
$5.21M - $5.6M
|
467K
$24.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 46.23% |
$4.44M - $4.78M
|
373K
$19.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
78.2KNew |
$2.95M - $3.17M
|
78.2K
$4.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29.6K+ 7.49% |
$1.12M - $1.2M
|
425K
$22M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27.6KNew |
$1.04M - $1.12M
|
27.6K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
23.8K+ 56.32% |
$896K - $963K
|
65.9K
$3.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.3K+ 12.0% |
$766K - $824K
|
190K
$9.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.9K+ 4.14% |
$562K - $604K
|
375K
$19.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.8K+ 16.61% |
$484K - $520K
|
90.1K
$4.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.77KNew |
$331K - $355K
|
8.77K
$453K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.16KNew |
$270K - $290K
|
7.16K
$370K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.6KNew |
$249K - $267K
|
6.6K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.16K+ 46.68% |
$194K - $209K
|
16.2K
$837K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.18K+ 26.05% |
$158K - $169K
|
20.2K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.72K+ 29.92% |
$140K - $151K
|
16.2K
$835K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.55K+ 192.75% |
$96.3K - $104K
|
3.88K
$200K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.51K+ 430.53% |
$94.6K - $102K
|
3.09K
$160K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.47KNew |
$93.1K - $100K
|
2.47K
$128K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.32KNew |
$49.9K - $53.7K
|
1.32K
$68.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
280New |
$10.6K - $11.3K
|
280
$14.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
210+ 26.48% |
$7.91K - $8.51K
|
1K
$51.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
167+ 101.83% |
$6.29K - $6.77K
|
331
$17.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 200.0% |
$75.4 - $81.1
|
3
$155
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$37.7 - $40.5
|
1
$51.7
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-300- 99.67% |
$11.3K - $12.2K
|
1
$51.7
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-584- 1.44% |
$22K - $23.7K
|
40K
$2.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-618- 1.66% |
$23.3K - $25K
|
36.6K
$1.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-707- 5.06% |
$26.6K - $28.7K
|
13.3K
$685K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.78K- 76.36% |
$67.2K - $72.3K
|
552
$28.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.95K- 5.53% |
$73.3K - $78.8K
|
33.3K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.24K- 1.94% |
$84.2K - $90.6K
|
113K
$5.83M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-9.06K- 13.83% |
$342K - $367K
|
56.5K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.2K- 60.73% |
$573K - $617K
|
9.84K
$508K
|