Purchases and Sales Made in Q2 2024 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.09K+ 2.59% |
$23K - $23.2K
|
43.3K
$903K
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.07K+ 8.18% |
$22.4K - $22.7K
|
14.1K
$295K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07K+ 24.13% |
$22.4K - $22.6K
|
5.48K
$114K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
998+ 3.39% |
$21K - $21.2K
|
30.4K
$634K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
891+ 8.43% |
$18.7K - $18.9K
|
11.5K
$239K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
853+ 167.25% |
$17.9K - $18.1K
|
1.36K
$28.4K
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
825+ 6.13% |
$17.3K - $17.5K
|
14.3K
$298K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
768+ 4.94% |
$16.1K - $16.3K
|
16.3K
$340K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
725+ 1.86% |
$15.2K - $15.4K
|
39.7K
$828K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
702New |
$14.7K - $14.9K
|
702
$14.6K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
699New |
$14.7K - $14.8K
|
699
$14.6K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
654+ 2.55% |
$13.7K - $13.9K
|
26.3K
$548K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
628+ 2.17% |
$13.2K - $13.3K
|
29.5K
$616K
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
623+ 3.29% |
$13.1K - $13.2K
|
19.6K
$408K
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
621+ 1.03% |
$13K - $13.2K
|
60.7K
$1.27M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
536+ 20.26% |
$11.3K - $11.4K
|
3.18K
$66.3K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
517+ 19.95% |
$10.9K - $11K
|
3.11K
$64.8K
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
477+ 4.01% |
$10K - $10.1K
|
12.4K
$258K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
398New |
$8.36K - $8.45K
|
398
$8.3K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
355+ 1.31% |
$7.46K - $7.53K
|
27.5K
$573K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
330+ 0.04% |
$6.93K - $7K
|
905K
$18.9M
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
317+ 0.45% |
$6.66K - $6.73K
|
71K
$1.48M
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
300+ 0.67% |
$6.3K - $6.37K
|
45.1K
$941K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
299+ 2.78% |
$6.28K - $6.34K
|
11.1K
$230K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
296New |
$6.22K - $6.28K
|
296
$6.17K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
296+ 16.58% |
$6.22K - $6.28K
|
2.08K
$43.4K
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
245New |
$5.15K - $5.2K
|
245
$5.11K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
240+ 2.54% |
$5.04K - $5.09K
|
9.69K
$202K
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
240+ 6.8% |
$5.04K - $5.09K
|
3.77K
$78.6K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
224+ 772.41% |
$4.7K - $4.75K
|
253
$5.28K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
180+ 5.63% |
$3.78K - $3.82K
|
3.38K
$70.4K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
164+ 0.75% |
$3.44K - $3.48K
|
22.1K
$462K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
158+ 1.47% |
$3.32K - $3.35K
|
10.9K
$228K
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
111+ 0.17% |
$2.33K - $2.36K
|
64.2K
$1.34M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
103New |
$2.16K - $2.19K
|
103
$2.15K
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
103New |
$2.16K - $2.19K
|
103
$2.15K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
102New |
$2.14K - $2.16K
|
102
$2.13K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
96+ 18.64% |
$2.02K - $2.04K
|
611
$12.7K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87+ 290.0% |
$1.83K - $1.85K
|
117
$2.44K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
86New |
$1.81K - $1.82K
|
86
$1.79K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
84+ 2.11% |
$1.76K - $1.78K
|
4.06K
$84.6K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
66New |
$1.39K - $1.4K
|
66
$1.38K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61+ 15.25% |
$1.28K - $1.29K
|
461
$9.61K
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
60+ 0.79% |
$1.26K - $1.27K
|
7.65K
$159K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28New |
$588 - $594
|
28
$584
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 2.12% |
$546 - $552
|
1.25K
$26.1K
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
26New |
$546 - $552
|
26
$542
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 2.75% |
$504 - $509
|
897
$18.7K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21New |
$441 - $446
|
21
$438
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
15+ 4.16% |
$315 - $318
|
376
$7.84K
|