Purchases and Sales Made in Q2 2023 in Invesco Et Self Idxd Fd Tr Bul (BSCN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCN) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-704- 2.27% |
$14.8K - $14.9K
|
30.3K
$0
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-710- 3.95% |
$15K - $15.1K
|
17.3K
$0
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-777- 4.22% |
$16.4K - $16.5K
|
17.6K
$0
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1K- 3.25% |
$21.1K - $21.2K
|
29.8K
$0
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.03K- 1.42% |
$21.8K - $21.9K
|
71.7K
$0
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.06K- 0.97% |
$22.4K - $22.5K
|
108K
$0
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.2K- 5.08% |
$25.4K - $25.5K
|
22.5K
$0
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.35K- 14.39% |
$28.5K - $28.7K
|
8.04K
$0
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 3.0% |
$31K - $31.1K
|
47.5K
$0
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.5K- 6.27% |
$31.6K - $31.8K
|
22.4K
$0
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.52K- 2.52% |
$32K - $32.2K
|
58.7K
$0
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.68K- 13.3% |
$35.3K - $35.5K
|
10.9K
$0
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-2K- 1.64% |
$42.2K - $42.4K
|
120K
$0
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.02K- 8.86% |
$42.5K - $42.8K
|
20.7K
$0
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-2.14K- 3.31% |
$45.2K - $45.5K
|
62.6K
$0
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.16K- 4.79% |
$45.5K - $45.7K
|
42.8K
$0
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.18K- 7.43% |
$45.8K - $46.1K
|
27.1K
$0
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.19K- 1.69% |
$46.1K - $46.4K
|
127K
$0
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.24K- 6.08% |
$47.2K - $47.5K
|
34.6K
$0
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.25K- 1.78% |
$47.5K - $47.7K
|
124K
$0
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-2.33K- 2.06% |
$49.1K - $49.4K
|
111K
$0
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.4K- 7.51% |
$50.6K - $50.9K
|
29.5K
$0
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-2.47K- 17.86% |
$52K - $52.3K
|
11.3K
$0
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.47K- 17.86% |
$52K - $52.3K
|
11.3K
$0
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2.66K- 9.0% |
$56.1K - $56.4K
|
26.9K
$0
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.66K- 95.14% |
$56.1K - $56.4K
|
136
$0
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.89K- 15.93% |
$60.8K - $61.2K
|
15.2K
$0
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3K- 13.7% |
$63.2K - $63.6K
|
18.9K
$0
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3K- 2.06% |
$63.3K - $63.7K
|
143K
$0
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.2K- 2.94% |
$67.5K - $67.8K
|
106K
$0
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.28K- 3.79% |
$69.1K - $69.5K
|
83.1K
$0
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-3.4K- 1.69% |
$71.6K - $72K
|
198K
$0
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.41K- 0.65% |
$71.9K - $72.3K
|
523K
$0
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.44K- 42.08% |
$72.5K - $72.9K
|
4.73K
$0
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.46K- 4.99% |
$72.9K - $73.3K
|
65.8K
$0
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.51K- 8.06% |
$73.9K - $74.3K
|
40K
$0
|
|
Jul 20, 2023
Q2 2023
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-3.53K- 0.55% |
$74.4K - $74.9K
|
635K
$0
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.65K- 6.18% |
$76.8K - $77.3K
|
55.4K
$0
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.77K- 3.95% |
$79.5K - $79.9K
|
91.6K
$0
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.86K- 72.77% |
$81.3K - $81.8K
|
1.44K
$0
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4.01K- 0.79% |
$84.6K - $85.1K
|
506K
$0
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-4.05K- 6.73% |
$85.4K - $85.9K
|
56.1K
$0
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.3K- 4.11% |
$90.6K - $91.2K
|
100K
$0
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.49K- 26.15% |
$94.6K - $95.1K
|
12.7K
$0
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.54K- 13.49% |
$95.7K - $96.2K
|
29.1K
$0
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.6K- 28.76% |
$96.9K - $97.4K
|
11.4K
$0
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4.67K- 11.25% |
$98.5K - $99.1K
|
36.9K
$0
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.78K- 18.64% |
$101K - $101K
|
20.9K
$0
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.79K- 3.97% |
$101K - $102K
|
116K
$0
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-4.93K- 18.94% |
$104K - $105K
|
21.1K
$0
|