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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 41.48% |
$573K - $576K
|
34.5K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-29.1K- 48.78% |
$682K - $687K
|
30.5K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-50.2K- 69.61% |
$1.18M - $1.19M
|
21.9K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-59.4K- 22.66% |
$1.39M - $1.4M
|
203K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-60K- 7.15% |
$1.41M - $1.42M
|
780K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-61.2K- 56.71% |
$1.44M - $1.45M
|
46.7K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-65.5K- 56.82% |
$1.54M - $1.55M
|
49.8K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-76K- 9.36% |
$1.78M - $1.8M
|
736K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.7K- 10.94% |
$1.8M - $1.81M
|
624K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-80K- 27.83% |
$1.88M - $1.89M
|
208K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-81.9K- 18.77% |
$1.92M - $1.93M
|
354K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-101K- 97.04% |
$2.37M - $2.39M
|
3.09K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-111K- 26.45% |
$2.59M - $2.61M
|
307K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-159K- 29.31% |
$3.74M - $3.76M
|
384K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-370K- 18.01% |
$8.69M - $8.75M
|
1.69M
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-385K- 91.82% |
$9.04M - $9.1M
|
34.3K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-555K- 91.49% |
$13M - $13.1M
|
51.6K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-988K- 44.93% |
$23.2M - $23.3M
|
1.21M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.45M- 92.6% |
$34.1M - $34.3M
|
116K
$0
|