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 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7.19KNew |
$151K - $153K
|
7.19K
$152K
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.11K+ 68.78% |
$149K - $151K
|
17.4K
$368K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.26K+ 18.61% |
$131K - $133K
|
39.9K
$842K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.9K+ 12.75% |
$124K - $125K
|
52.2K
$1.1M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.8K+ 3.94% |
$122K - $123K
|
153K
$3.23M
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
5.41K+ 7.59% |
$114K - $115K
|
76.6K
$1.62M
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.38K+ 17.63% |
$113K - $114K
|
35.9K
$758K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.26K+ 15.07% |
$110K - $112K
|
40.1K
$847K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.23K+ 0.97% |
$110K - $111K
|
546K
$11.5M
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
4.95K+ 11.67% |
$104K - $105K
|
47.3K
$999K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.94K+ 0.96% |
$104K - $105K
|
521K
$11M
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
4.82K+ 4.06% |
$101K - $102K
|
123K
$2.61M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.64K+ 4.17% |
$97.5K - $98.5K
|
116K
$2.45M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.3KNew |
$90.2K - $91.1K
|
4.3K
$90.6K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.21K+ 42.83% |
$88.4K - $89.3K
|
14K
$296K
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.32K+ 2.1% |
$69.7K - $70.4K
|
162K
$3.41M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.28K+ 9.7% |
$68.9K - $69.6K
|
37.1K
$783K
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.26K+ 7.5% |
$68.5K - $69.2K
|
46.8K
$987K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.2KNew |
$67.2K - $67.9K
|
3.2K
$67.5K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.09K+ 3.92% |
$64.8K - $65.5K
|
81.8K
$1.73M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3KNew |
$63K - $63.6K
|
3K
$63.3K
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.74K+ 13.22% |
$57.5K - $58.1K
|
23.4K
$494K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.57K+ 26.77% |
$54.1K - $54.6K
|
12.2K
$257K
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.56K+ 5.46% |
$53.8K - $54.4K
|
49.5K
$1.05M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.41K+ 22.23% |
$50.7K - $51.2K
|
13.3K
$280K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
2.37KNew |
$49.8K - $50.3K
|
2.37K
$50K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.36K+ 20.85% |
$49.5K - $50K
|
13.7K
$288K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.28K+ 10.33% |
$47.9K - $48.4K
|
24.3K
$513K
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.25K+ 2.96% |
$47.1K - $47.6K
|
78K
$1.65M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 9.99% |
$46.7K - $47.2K
|
24.5K
$516K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.22KNew |
$46.7K - $47.2K
|
2.22K
$46.9K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.15K+ 6.11% |
$45.2K - $45.7K
|
37.4K
$789K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.15K+ 3.15% |
$45.1K - $45.6K
|
70.3K
$1.48M
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 96.35% |
$43.2K - $43.6K
|
4.19K
$88.5K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.02KNew |
$42.5K - $42.9K
|
2.02K
$42.7K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.89K+ 39.97% |
$39.6K - $40K
|
6.6K
$139K
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.84K+ 0.57% |
$38.7K - $39.1K
|
327K
$6.89M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.74K+ 9.72% |
$36.5K - $36.9K
|
19.6K
$414K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
1.67K+ 0.78% |
$35.1K - $35.4K
|
217K
$4.58M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.56K+ 77.24% |
$32.8K - $33.1K
|
3.58K
$75.6K
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
1.55K+ 11.64% |
$32.6K - $33K
|
14.9K
$315K
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.49K+ 12.12% |
$31.3K - $31.6K
|
13.8K
$291K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.45KNew |
$30.4K - $30.7K
|
1.45K
$30.6K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.4K+ 4.3% |
$29.4K - $29.7K
|
34K
$717K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.37KNew |
$28.7K - $29K
|
1.37K
$28.9K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.33KNew |
$27.9K - $28.2K
|
1.33K
$28.1K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.26K+ 33.81% |
$26.4K - $26.6K
|
4.97K
$105K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 18.83% |
$24.6K - $24.8K
|
7.38K
$156K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.11K+ 2.12% |
$23.4K - $23.6K
|
53.5K
$1.13M
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.09K+ 2.59% |
$23K - $23.2K
|
43.3K
$914K
|