Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.6K- 48.17% |
$224K - $224K
|
11.4K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.6K- 7.39% |
$224K - $225K
|
133K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-11K- 0.6% |
$233K - $234K
|
1.83M
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.4K- 48.28% |
$241K - $242K
|
12.2K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-11.5K- 4.22% |
$244K - $245K
|
261K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-12.1K- 8.28% |
$256K - $257K
|
134K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-12.3K- 3.21% |
$260K - $262K
|
371K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
SELL
|
- |
-12.5K- 16.9% |
$265K - $266K
|
61.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.9K- 8.4% |
$274K - $275K
|
141K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13K- 27.63% |
$274K - $276K
|
33.9K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
SELL
|
- |
-13.6K- 21.88% |
$287K - $288K
|
48.4K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-13.9K- 46.56% |
$295K - $296K
|
16K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-14.1K- 4.31% |
$298K - $299K
|
312K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-14.1K- 21.47% |
$299K - $300K
|
51.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-14.3K- 10.8% |
$302K - $304K
|
118K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.8K- 4.33% |
$314K - $315K
|
328K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-14.9K- 2.39% |
$314K - $316K
|
607K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-15.2K- 24.34% |
$323K - $324K
|
47.4K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-15.4K- 7.92% |
$327K - $328K
|
180K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-16.4K- 18.84% |
$347K - $348K
|
70.6K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-16.5K- 9.28% |
$348K - $350K
|
161K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-16.7K- 9.19% |
$355K - $356K
|
165K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17K- 2.26% |
$360K - $362K
|
734K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-18.3K- 32.98% |
$388K - $390K
|
37.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-18.9K- 5.51% |
$401K - $403K
|
325K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-19.2K- 33.3% |
$406K - $408K
|
38.4K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-19.6K- 18.52% |
$415K - $416K
|
86.2K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.3K- 2.43% |
$429K - $431K
|
813K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-20.6K- 7.84% |
$436K - $437K
|
242K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.1K- 8.76% |
$446K - $448K
|
220K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-23K- 67.57% |
$487K - $489K
|
11K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-23.6K- 6.21% |
$500K - $502K
|
357K
$0
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-24K- 21.88% |
$508K - $510K
|
85.7K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.3K- 2.51% |
$514K - $516K
|
943K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-25.6K- 34.85% |
$541K - $544K
|
47.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25.7K- 12.18% |
$544K - $546K
|
185K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-26.6K- 11.68% |
$564K - $566K
|
201K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-28.1K- 27.18% |
$595K - $597K
|
75.3K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32.5K- 22.22% |
$689K - $692K
|
114K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-33K- 4.36% |
$699K - $702K
|
725K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36K- 93.79% |
$763K - $766K
|
2.39K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-36.4K- 17.0% |
$770K - $774K
|
178K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-40.2K- 18.54% |
$852K - $855K
|
177K
$0
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-43.9K- 95.93% |
$929K - $933K
|
1.86K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-45.6K- 7.08% |
$965K - $969K
|
598K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-46.9K- 12.3% |
$993K - $997K
|
334K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-47.7K- 22.54% |
$1.01M - $1.01M
|
164K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64.2K- 83.17% |
$1.36M - $1.36M
|
13K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-71.6K- 9.96% |
$1.52M - $1.52M
|
648K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-72.9K- 81.52% |
$1.54M - $1.55M
|
16.5K
$0
|