Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
26K+ 20.72% |
$523K - $531K
|
152K
$3.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
25.4K+ 2.09% |
$511K - $518K
|
1.24M
$25.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.9K+ 5.36% |
$502K - $509K
|
490K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24.9K+ 113.14% |
$501K - $508K
|
46.9K
$968K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
23.5K+ 53.91% |
$472K - $479K
|
67.1K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
21.1KNew |
$424K - $430K
|
21.1K
$435K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.8K+ 128.7% |
$378K - $384K
|
33.4K
$690K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
18.7KNew |
$376K - $382K
|
18.7K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18K+ 22.83% |
$362K - $367K
|
96.9K
$2M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.9KNew |
$360K - $365K
|
17.9K
$369K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
17.6K+ 7.87% |
$354K - $359K
|
241K
$4.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
17.3K+ 62.05% |
$348K - $353K
|
45.2K
$934K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
17.1K+ 1.27% |
$343K - $348K
|
1.36M
$28.2M
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
17K+ 4.57% |
$342K - $347K
|
389K
$8.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
16K+ 95.52% |
$322K - $327K
|
32.8K
$677K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
15.2K+ 45.5% |
$306K - $310K
|
48.6K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.1K+ 16.28% |
$304K - $308K
|
108K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15KNew |
$302K - $307K
|
15K
$310K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
14.9K+ 5.54% |
$299K - $304K
|
283K
$5.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.5K+ 104.16% |
$291K - $295K
|
28.3K
$585K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
14KNew |
$282K - $286K
|
14K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
12.6K+ 42.16% |
$254K - $258K
|
42.6K
$879K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.5K+ 119.24% |
$252K - $256K
|
23.1K
$476K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
12.1K+ 4.07% |
$243K - $246K
|
309K
$6.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12K+ 17.58% |
$241K - $245K
|
80.2K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12KNew |
$240K - $244K
|
12K
$247K
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
11.8K+ 5.63% |
$237K - $240K
|
221K
$4.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
11.7K+ 4.85% |
$235K - $239K
|
253K
$5.22M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 3.51% |
$230K - $234K
|
337K
$6.96M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
11.5K+ 3.89% |
$230K - $234K
|
305K
$6.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
11.3K+ 2.26% |
$227K - $230K
|
509K
$10.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.6K+ 28.56% |
$213K - $216K
|
47.6K
$983K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 2.45% |
$211K - $214K
|
438K
$9.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.1K+ 9.3% |
$203K - $206K
|
119K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.1K+ 14.69% |
$203K - $206K
|
78.7K
$1.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
9.91KNew |
$199K - $202K
|
9.91K
$205K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
9.85K+ 10.43% |
$198K - $201K
|
104K
$2.15M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
9.69K+ 2.49% |
$195K - $198K
|
400K
$8.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
9.61K+ 1.49% |
$193K - $196K
|
656K
$13.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.52K+ 1.94% |
$191K - $194K
|
501K
$10.3M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.24KNew |
$186K - $188K
|
9.24K
$191K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.87K+ 11.4% |
$178K - $181K
|
86.7K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.73K+ 21.34% |
$176K - $178K
|
49.7K
$1.02M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
8.72K+ 8.18% |
$175K - $178K
|
115K
$2.38M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.7K+ 3.32% |
$175K - $177K
|
271K
$5.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
8.11K+ 8.09% |
$163K - $165K
|
108K
$2.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.09K+ 3.17% |
$163K - $165K
|
263K
$5.43M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.8K+ 68.88% |
$157K - $159K
|
19.1K
$395K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.39K+ 2.76% |
$149K - $151K
|
275K
$5.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.11K+ 25.21% |
$143K - $145K
|
35.3K
$729K
|