Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.2KNew |
$284K - $290K
|
14.2K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.9KNew |
$277K - $283K
|
13.9K
$288K
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13.8KNew |
$276K - $281K
|
13.8K
$286K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13.8K+ 14.83% |
$275K - $280K
|
107K
$2.21M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
13.6KNew |
$271K - $276K
|
13.6K
$281K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
13.4K+ 389.58% |
$267K - $273K
|
16.8K
$349K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.3K+ 1.45% |
$266K - $271K
|
933K
$19.3M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
12.7K+ 9.08% |
$254K - $259K
|
153K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
12.6K+ 80.72% |
$252K - $257K
|
28.2K
$584K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
12.6K+ 92.34% |
$251K - $256K
|
26.2K
$543K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
12.1K+ 21.73% |
$242K - $246K
|
67.7K
$1.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.8K+ 40.25% |
$235K - $240K
|
41K
$850K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.4KNew |
$228K - $232K
|
11.4K
$236K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
11.4KNew |
$227K - $231K
|
11.4K
$235K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.3KNew |
$226K - $231K
|
11.3K
$235K
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
11.2KNew |
$225K - $229K
|
11.2K
$233K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
10.9KNew |
$218K - $222K
|
10.9K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 10.8% |
$217K - $222K
|
112K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10.9K+ 29.9% |
$217K - $221K
|
47.2K
$978K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
10.7KNew |
$214K - $218K
|
10.7K
$222K
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
10.5K+ 4.11% |
$210K - $215K
|
267K
$5.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5KNew |
$210K - $214K
|
10.5K
$218K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
10.2K+ 81.98% |
$204K - $209K
|
22.7K
$471K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.1K+ 5.32% |
$202K - $206K
|
200K
$4.14M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
9.96K+ 2.31% |
$199K - $203K
|
440K
$9.12M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.91KNew |
$198K - $202K
|
9.91K
$205K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.91KNew |
$198K - $202K
|
9.91K
$205K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
9.18K+ 5.44% |
$183K - $187K
|
178K
$3.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
9.18KNew |
$183K - $187K
|
9.18K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.98K+ 37.59% |
$179K - $183K
|
32.9K
$682K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.97K+ 41.64% |
$179K - $183K
|
30.5K
$632K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
8.92K+ 9.78% |
$178K - $182K
|
100K
$2.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.26KNew |
$165K - $168K
|
8.26K
$171K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.16K+ 1.75% |
$163K - $166K
|
474K
$9.82M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.14K+ 6.21% |
$163K - $166K
|
139K
$2.88M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
8.09K+ 134.59% |
$162K - $165K
|
14.1K
$292K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
7.96K+ 45.26% |
$159K - $162K
|
25.6K
$530K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.85K+ 55.43% |
$157K - $160K
|
22K
$456K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.27K+ 1.5% |
$145K - $148K
|
492K
$10.2M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.26K+ 2.33% |
$145K - $148K
|
318K
$6.6M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7K+ 52.73% |
$140K - $143K
|
20.3K
$420K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.94K+ 118.46% |
$139K - $141K
|
12.8K
$265K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
6.81K+ 2.6% |
$136K - $139K
|
269K
$5.57M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
4.58K+ 5.39% |
$91.4K - $93.3K
|
89.6K
$1.86M
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.26K+ 11.97% |
$85.1K - $86.8K
|
39.9K
$826K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
4.2K+ 28.08% |
$83.9K - $85.6K
|
19.2K
$397K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
4.2K+ 15.09% |
$83.9K - $85.6K
|
32K
$664K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
4.2K+ 3.75% |
$83.8K - $85.5K
|
116K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.14K+ 0.95% |
$82.7K - $84.3K
|
441K
$9.15M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.08K+ 4.47% |
$81.4K - $83K
|
95.3K
$1.97M
|