Purchases and Sales Made in Q2 2023 in Invesco Et Self Idxd Fd Tr Bul (BSJN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJN) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.01% |
$305 - $307
|
89.5K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-195- 0.2% |
$4.57K - $4.6K
|
99.8K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-336- 1.72% |
$7.88K - $7.93K
|
19.2K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-366- 0.88% |
$8.59K - $8.64K
|
41.1K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 50.0% |
$11.7K - $11.8K
|
500
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-526- 3.08% |
$12.3K - $12.4K
|
16.6K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-539- 0.34% |
$12.6K - $12.7K
|
157K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-677- 3.06% |
$15.9K - $16K
|
21.4K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-728- 3.05% |
$17.1K - $17.2K
|
23.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-732- 0.86% |
$17.2K - $17.3K
|
84.3K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-763- 41.49% |
$17.9K - $18K
|
1.08K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-800- 4.68% |
$18.8K - $18.9K
|
16.3K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-890- 6.26% |
$20.9K - $21K
|
13.3K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.48K- 0.53% |
$34.7K - $34.9K
|
276K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.6K- 29.84% |
$37.6K - $37.8K
|
3.77K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.82K- 9.38% |
$42.8K - $43K
|
17.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.24K- 4.99% |
$52.5K - $52.9K
|
42.6K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.27K- 19.37% |
$53.1K - $53.5K
|
9.43K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-2.27K- 7.0% |
$53.1K - $53.5K
|
30.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.75K- 18.38% |
$64.4K - $64.9K
|
12.2K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.93K- 17.04% |
$68.6K - $69.1K
|
14.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.6K- 1.57% |
$84.3K - $84.9K
|
226K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3.91K- 2.5% |
$91.8K - $92.4K
|
153K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.92K- 31.34% |
$91.9K - $92.5K
|
8.58K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.75K- 6.71% |
$111K - $112K
|
66K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-4.83K- 3.86% |
$113K - $114K
|
120K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.98K- 2.85% |
$117K - $118K
|
170K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.55K- 32.88% |
$130K - $131K
|
11.3K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.96K- 5.09% |
$140K - $141K
|
111K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6.21K- 4.27% |
$146K - $147K
|
139K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.5K- 24.16% |
$152K - $153K
|
20.4K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-6.6K- 15.59% |
$155K - $156K
|
35.7K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-6.7K- 4.51% |
$157K - $158K
|
142K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.74K- 24.5% |
$158K - $159K
|
20.8K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.97K- 5.0% |
$163K - $164K
|
132K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.02K- 0.76% |
$165K - $166K
|
920K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-7.44K- 16.97% |
$175K - $176K
|
36.4K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-7.7K- 4.86% |
$181K - $182K
|
151K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.13K- 27.04% |
$191K - $192K
|
21.9K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.34K- 1.7% |
$196K - $197K
|
484K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.44K- 5.44% |
$198K - $199K
|
147K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.02K- 13.22% |
$212K - $213K
|
59.2K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-9.2K- 35.03% |
$216K - $217K
|
17.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.7K- 31.9% |
$251K - $253K
|
22.8K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.4K- 45.18% |
$290K - $292K
|
15K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14K- 22.5% |
$329K - $331K
|
48.3K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-14.1K- 58.51% |
$331K - $333K
|
10K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-14.6K- 12.64% |
$342K - $344K
|
101K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-19.4K- 15.36% |
$455K - $458K
|
107K
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 41.48% |
$573K - $576K
|
34.5K
$0
|