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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.98K+ 11.8% |
$79.4K - $81K
|
37.7K
$781K
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.95K+ 1.53% |
$78.9K - $80.5K
|
262K
$5.44M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.93K+ 8.62% |
$78.5K - $80.1K
|
49.5K
$1.03M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.88K+ 3.78% |
$77.5K - $79K
|
106K
$2.21M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.87KNew |
$77.4K - $78.9K
|
3.87K
$80.3K
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.65K+ 9.6% |
$72.9K - $74.4K
|
41.7K
$864K
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.6K+ 2.86% |
$71.9K - $73.3K
|
129K
$2.68M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.48K+ 32.36% |
$69.4K - $70.8K
|
14.2K
$295K
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.45K+ 14.35% |
$68.9K - $70.2K
|
27.5K
$569K
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
3.32K+ 11.95% |
$66.4K - $67.7K
|
31.1K
$645K
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
3.2KNew |
$63.8K - $65.1K
|
3.2K
$66.2K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3K+ 269.78% |
$59.9K - $61.1K
|
4.11K
$85.2K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.87K+ 2.77% |
$57.4K - $58.5K
|
107K
$2.21M
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.84K+ 3.78% |
$56.6K - $57.8K
|
77.8K
$1.61M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.8KNew |
$55.9K - $57.1K
|
2.8K
$58K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.78K+ 62.28% |
$55.5K - $56.6K
|
7.24K
$150K
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
2.5KNew |
$50K - $51K
|
2.5K
$51.8K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.4K+ 10.44% |
$48K - $48.9K
|
25.4K
$526K
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.35K+ 4.88% |
$47K - $48K
|
50.6K
$1.05M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.19K+ 7.09% |
$43.7K - $44.6K
|
33K
$684K
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.06K+ 10.23% |
$41.1K - $41.9K
|
22.2K
$460K
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2K+ 18.06% |
$40K - $40.8K
|
13.1K
$272K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.73K+ 2.84% |
$34.6K - $35.3K
|
62.7K
$1.3M
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.69K+ 2.7% |
$33.8K - $34.5K
|
64.4K
$1.33M
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.54K+ 0.57% |
$30.8K - $31.4K
|
270K
$5.6M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.49KNew |
$29.8K - $30.4K
|
1.49K
$30.9K
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.44K+ 9.81% |
$28.7K - $29.3K
|
16.1K
$334K
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.18K+ 4.43% |
$23.7K - $24.1K
|
27.9K
$579K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
979+ 8.08% |
$19.6K - $20K
|
13.1K
$271K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
967+ 1.24% |
$19.3K - $19.7K
|
78.9K
$1.64M
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
957+ 1.5% |
$19.1K - $19.5K
|
64.9K
$1.35M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
955+ 20.85% |
$19.1K - $19.5K
|
5.54K
$115K
|
|
Feb 11, 2025
Q1 2023
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
946+ 8.84% |
$18.9K - $19.3K
|
11.6K
$241K
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
840+ 0.69% |
$16.8K - $17.1K
|
122K
$2.52M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
835+ 2.62% |
$16.7K - $17K
|
32.7K
$677K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
810New |
$16.2K - $16.5K
|
810
$16.8K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
732+ 6.49% |
$14.6K - $14.9K
|
12K
$249K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
730New |
$14.6K - $14.9K
|
730
$15.1K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
655+ 1.64% |
$13.1K - $13.3K
|
40.5K
$839K
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
625+ 11.1% |
$12.5K - $12.7K
|
6.26K
$130K
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
619+ 1.6% |
$12.4K - $12.6K
|
39.2K
$813K
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
500+ 2.42% |
$9.99K - $10.2K
|
21.2K
$439K
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
494+ 4.03% |
$9.87K - $10.1K
|
12.7K
$264K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
492+ 11.23% |
$9.83K - $10K
|
4.87K
$101K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
439+ 402.75% |
$8.77K - $8.95K
|
548
$11.4K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
422+ 6.08% |
$8.43K - $8.6K
|
7.36K
$153K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
354+ 0.31% |
$7.07K - $7.21K
|
113K
$2.34M
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
320+ 0.74% |
$6.39K - $6.52K
|
43.6K
$903K
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
311+ 4.61% |
$6.21K - $6.34K
|
7.06K
$146K
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
311+ 4.61% |
$6.21K - $6.34K
|
7.06K
$146K
|