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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
794+ 0.83% |
$16K - $16.2K
|
96K
$1.98M
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
725New |
$14.6K - $14.8K
|
725
$15K
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
714+ 5.45% |
$14.4K - $14.6K
|
13.8K
$285K
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
709+ 0.46% |
$14.3K - $14.5K
|
154K
$3.17M
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
691+ 6.15% |
$13.9K - $14.1K
|
11.9K
$246K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
669+ 13.73% |
$13.5K - $13.6K
|
5.54K
$114K
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
607+ 0.44% |
$12.2K - $12.4K
|
140K
$2.88M
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
599+ 4.98% |
$12K - $12.2K
|
12.6K
$261K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
580+ 5.8% |
$11.7K - $11.8K
|
10.6K
$218K
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
500+ 1.16% |
$10.1K - $10.2K
|
43.4K
$896K
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
491+ 0.72% |
$9.87K - $10K
|
68.7K
$1.42M
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
482+ 1.76% |
$9.69K - $9.83K
|
27.9K
$577K
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
407+ 0.87% |
$8.18K - $8.3K
|
47.1K
$972K
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
384+ 0.85% |
$7.72K - $7.83K
|
45.5K
$940K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
337+ 0.71% |
$6.78K - $6.87K
|
47.5K
$981K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
310+ 1.62% |
$6.23K - $6.32K
|
19.5K
$402K
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
283+ 1.76% |
$5.69K - $5.77K
|
16.3K
$337K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
272+ 3.37% |
$5.47K - $5.55K
|
8.33K
$172K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
250+ 1.96% |
$5.03K - $5.1K
|
13K
$268K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
215+ 1.38% |
$4.32K - $4.39K
|
15.8K
$325K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
180New |
$3.62K - $3.67K
|
180
$3.72K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
175+ 1.07% |
$3.52K - $3.57K
|
16.5K
$340K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
155+ 0.78% |
$3.12K - $3.16K
|
20.1K
$415K
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
123+ 0.07% |
$2.47K - $2.51K
|
178K
$3.68M
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
122+ 0.06% |
$2.45K - $2.49K
|
200K
$4.13M
|
|
Jul 18, 2023
Q2 2023
|
Paradiem, LLC
|
BUY
|
- |
111+ 0.1% |
$2.23K - $2.26K
|
110K
$2.28M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
105+ 0.87% |
$2.11K - $2.14K
|
12.1K
$250K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
95+ 0.11% |
$1.91K - $1.94K
|
86.5K
$1.79M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60New |
$1.21K - $1.22K
|
60
$1.24K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
50+ 6.25% |
$1.01K - $1.02K
|
850
$17.5K
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
44+ 0.44% |
$885 - $898
|
10K
$207K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
35+ 0.05% |
$704 - $714
|
64.4K
$1.33M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
35+ 0.5% |
$704 - $714
|
7.1K
$146K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
35+ 0.5% |
$704 - $714
|
7.1K
$146K
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
33+ 0.25% |
$664 - $673
|
13K
$268K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
31+ 0.27% |
$623 - $632
|
11.7K
$241K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
20+ 0.12% |
$402 - $408
|
16.8K
$348K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20New |
$402 - $408
|
20
$413
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
18+ 0.86% |
$362 - $367
|
2.11K
$43.6K
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$20.1 - $20.4
|
16.1K
$332K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 0.49% |
$80.4 - $81.6
|
806
$16.6K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-88- 0.77% |
$1.77K - $1.8K
|
11.3K
$233K
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-178- 0.41% |
$3.58K - $3.63K
|
42.7K
$882K
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-205- 0.3% |
$4.12K - $4.18K
|
67.5K
$1.39M
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-492- 50.46% |
$9.89K - $10K
|
483
$9.97K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-504- 0.65% |
$10.1K - $10.3K
|
76.7K
$1.58M
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-706- 0.13% |
$14.2K - $14.4K
|
551K
$11.4M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-802- 2.44% |
$16.1K - $16.4K
|
32.1K
$662K
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-1K- 1.88% |
$20.1K - $20.4K
|
52.2K
$1.08M
|