Purchases and Sales Made in Q2 2023 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELD IDXD FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.88K+ 2.42% |
$138K - $140K
|
291K
$6.02M
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6.51K+ 3.79% |
$131K - $133K
|
178K
$3.69M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.45K+ 6.06% |
$130K - $132K
|
113K
$2.34M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.28K+ 7.15% |
$126K - $128K
|
94K
$1.95M
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
6.2K+ 40.35% |
$125K - $126K
|
21.6K
$447K
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.2K+ 3.48% |
$125K - $126K
|
184K
$3.82M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.88K+ 11.06% |
$118K - $120K
|
59.1K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.87K+ 25.96% |
$118K - $120K
|
28.5K
$590K
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
5.85K+ 54.64% |
$118K - $119K
|
16.5K
$343K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.82KNew |
$117K - $119K
|
5.82K
$121K
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5.42K+ 1.23% |
$109K - $111K
|
447K
$9.26M
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
5.11K+ 1.31% |
$103K - $104K
|
394K
$8.17M
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.98K+ 7.44% |
$100K - $101K
|
71.9K
$1.49M
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4.95K+ 18.88% |
$99.5K - $101K
|
31.2K
$646K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
4.62K+ 5.16% |
$92.9K - $94.2K
|
94.2K
$1.95M
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
4.5K+ 3.05% |
$90.5K - $91.8K
|
152K
$3.15M
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.39K+ 19.79% |
$88.2K - $89.5K
|
26.6K
$551K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.93K+ 20.23% |
$78.9K - $80.1K
|
23.3K
$484K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.82K+ 2.01% |
$76.7K - $77.8K
|
193K
$4.01M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.79K+ 3.39% |
$76.1K - $77.2K
|
115K
$2.39M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.71K+ 1.16% |
$74.5K - $75.6K
|
322K
$6.68M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.67K+ 14.45% |
$73.8K - $74.8K
|
29.1K
$602K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.98K+ 4.74% |
$59.8K - $60.7K
|
65.7K
$1.36M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.67KNew |
$53.7K - $54.5K
|
2.67K
$55.4K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.52K+ 5.09% |
$50.7K - $51.4K
|
52.1K
$1.08M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.43K+ 9.5% |
$48.9K - $49.6K
|
28K
$581K
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.34K+ 5.77% |
$47K - $47.6K
|
42.8K
$888K
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.29K+ 1.7% |
$46.1K - $46.7K
|
137K
$2.84M
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.24K+ 4.43% |
$45.1K - $45.7K
|
52.8K
$1.09M
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.15K+ 10.69% |
$43.2K - $43.9K
|
22.3K
$462K
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
BUY
|
- |
2.06K+ 6.61% |
$41.4K - $42K
|
33.2K
$688K
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.06K+ 1.5% |
$41.4K - $42K
|
140K
$2.89M
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2K+ 48.64% |
$40.2K - $40.8K
|
6.11K
$127K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.72K+ 54.27% |
$34.6K - $35.1K
|
4.9K
$101K
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.68K+ 6.13% |
$33.8K - $34.3K
|
29.1K
$604K
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.61K+ 2.33% |
$32.4K - $32.9K
|
70.9K
$1.47M
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.56K+ 3.98% |
$31.4K - $31.8K
|
40.8K
$845K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.49K+ 38.52% |
$30K - $30.4K
|
5.37K
$111K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.41K+ 10.22% |
$28.3K - $28.7K
|
15.2K
$315K
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.37K+ 1.13% |
$27.6K - $28K
|
123K
$2.55M
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.25K+ 6.19% |
$25.2K - $25.5K
|
21.5K
$445K
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
1.22K+ 4.02% |
$24.5K - $24.9K
|
31.5K
$654K
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.22KNew |
$24.5K - $24.8K
|
1.22K
$25.2K
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.19K+ 4.12% |
$24K - $24.4K
|
30.2K
$625K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 4.19% |
$22K - $22.3K
|
27.2K
$563K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.03K+ 2.92% |
$20.7K - $21K
|
36.4K
$754K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
988+ 5.57% |
$19.9K - $20.2K
|
18.7K
$388K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
939+ 12.75% |
$18.9K - $19.2K
|
8.3K
$172K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
894+ 4.46% |
$18K - $18.2K
|
20.9K
$434K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
853+ 0.8% |
$17.2K - $17.4K
|
108K
$2.23M
|