Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
6.3K+ 7.56% |
$126K - $128K
|
89.6K
$1.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
6.16K+ 22.05% |
$124K - $125K
|
34.1K
$704K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.04K+ 3.79% |
$121K - $122K
|
166K
$3.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.86K+ 18.68% |
$118K - $119K
|
37.2K
$768K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.78K+ 42.7% |
$116K - $117K
|
19.3K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.59K+ 16.72% |
$112K - $113K
|
39K
$805K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.55K+ 11.18% |
$111K - $112K
|
55.2K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
5.4K+ 12.67% |
$108K - $109K
|
48K
$990K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.37K+ 2.54% |
$108K - $109K
|
217K
$4.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.23K+ 25.79% |
$105K - $106K
|
25.5K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.87K+ 13.04% |
$97.8K - $98.7K
|
42.3K
$872K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4.87KNew |
$97.8K - $98.6K
|
4.87K
$101K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.79K+ 1.49% |
$96.2K - $97.1K
|
327K
$6.75M
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4.54K+ 2.35% |
$91.2K - $92K
|
198K
$4.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.4K+ 7712.28% |
$88.2K - $89K
|
4.45K
$91.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.32K+ 36.91% |
$86.7K - $87.5K
|
16K
$331K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.15K+ 14.57% |
$83.3K - $84K
|
32.6K
$673K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.06K+ 25.72% |
$81.4K - $82.1K
|
19.8K
$409K
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
4.04K+ 1.68% |
$81.2K - $81.9K
|
245K
$5.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.95K+ 17.12% |
$79.2K - $79.9K
|
27K
$557K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.64K+ 43.69% |
$73.1K - $73.7K
|
12K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.55K+ 4.1% |
$71.3K - $72K
|
90.2K
$1.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.26K+ 28.83% |
$65.4K - $66K
|
14.6K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.24K+ 11.55% |
$65K - $65.6K
|
31.3K
$646K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.16K+ 433.15% |
$63.5K - $64K
|
3.89K
$80.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.93K+ 9.84% |
$58.8K - $59.3K
|
32.7K
$675K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.64K+ 4.02% |
$53K - $53.5K
|
68.3K
$1.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.53K+ 4.27% |
$50.7K - $51.1K
|
61.6K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.53K+ 3.56% |
$50.7K - $51.1K
|
73.5K
$1.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.48K+ 7.96% |
$49.8K - $50.2K
|
33.6K
$694K
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.48K+ 20.75% |
$49.7K - $50.1K
|
14.4K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
2.4K+ 9.37% |
$48.1K - $48.5K
|
27.9K
$577K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.39K+ 89.37% |
$47.9K - $48.4K
|
5.06K
$104K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
2.35K+ 2.05% |
$47.2K - $47.6K
|
117K
$2.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
2.28K+ 0.41% |
$45.8K - $46.2K
|
553K
$11.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.2KNew |
$44.1K - $44.4K
|
2.2K
$45.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.12K+ 0.42% |
$42.5K - $42.9K
|
503K
$10.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
2.05K+ 1.35% |
$41.2K - $41.5K
|
154K
$3.18M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2K+ 8.98% |
$40.1K - $40.5K
|
24.3K
$501K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.98K+ 4.63% |
$39.8K - $40.2K
|
44.8K
$925K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.8KNew |
$36.2K - $36.5K
|
1.8K
$37.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.66K+ 10.95% |
$33.4K - $33.7K
|
16.9K
$348K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.63K+ 1.35% |
$32.6K - $32.9K
|
122K
$2.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
1.58K+ 4.78% |
$31.8K - $32.1K
|
34.8K
$717K
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.57K+ 11.22% |
$31.6K - $31.9K
|
15.6K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.45K+ 1.84% |
$29K - $29.3K
|
80.2K
$1.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.4K+ 6.69% |
$28.1K - $28.4K
|
22.3K
$461K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.28K+ 3.59% |
$25.6K - $25.8K
|
36.8K
$759K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.27K+ 3.11% |
$25.5K - $25.7K
|
42K
$868K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.22K+ 3.72% |
$24.5K - $24.7K
|
34K
$702K
|