Purchases and Sales Made in Q1 2023 in Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO) during Q1 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 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.13K+ 610.06% |
$179K - $184K
|
9.46K
$214K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
6.99K+ 557.7% |
$154K - $158K
|
8.24K
$187K
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.9K+ 17.58% |
$152K - $156K
|
46.2K
$1.05M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.87K+ 31.99% |
$151K - $156K
|
28.3K
$642K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.84K+ 13.66% |
$151K - $155K
|
56.9K
$1.29M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.63K+ 14.32% |
$146K - $150K
|
53K
$1.2M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.89K+ 4.5% |
$130K - $133K
|
137K
$3.1M
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4.95K+ 20.97% |
$109K - $112K
|
28.5K
$647K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.9K+ 60.49% |
$108K - $111K
|
13K
$294K
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
4.88K+ 50.85% |
$107K - $111K
|
14.5K
$328K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.8K+ 36.3% |
$106K - $109K
|
18K
$408K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.64K+ 7.51% |
$102K - $105K
|
66.5K
$1.51M
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.5K+ 2.76% |
$99.1K - $102K
|
168K
$3.8M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.38K+ 14.23% |
$96.4K - $99.2K
|
35.2K
$796K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.8K+ 11.55% |
$61.6K - $63.4K
|
27K
$612K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2K+ 500.0% |
$44K - $45.3K
|
2.4K
$54.4K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.78K+ 5.72% |
$39.1K - $40.2K
|
32.9K
$744K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.76K+ 1.11% |
$38.8K - $39.9K
|
160K
$3.63M
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.73K+ 6.87% |
$38.2K - $39.3K
|
27K
$611K
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
1.6K+ 1.6% |
$35.2K - $36.2K
|
102K
$2.3M
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 1.59% |
$33.1K - $34.1K
|
96.1K
$2.18M
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.11K+ 7.25% |
$24.5K - $25.2K
|
16.5K
$373K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.01K+ 3.09% |
$22.3K - $23K
|
33.9K
$767K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
977+ 1.96% |
$21.5K - $22.1K
|
50.8K
$1.15M
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
912+ 1.95% |
$20.1K - $20.7K
|
47.6K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
874+ 0.86% |
$19.2K - $19.8K
|
102K
$2.31M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
806+ 2.1% |
$17.7K - $18.3K
|
39.2K
$888K
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
802+ 0.77% |
$17.7K - $18.2K
|
104K
$2.37M
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
663+ 1.4% |
$14.6K - $15K
|
47.9K
$1.09M
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
521+ 0.57% |
$11.5K - $11.8K
|
92.4K
$2.09M
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
451+ 1.93% |
$9.93K - $10.2K
|
23.9K
$541K
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
428+ 0.29% |
$9.42K - $9.69K
|
146K
$3.3M
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
196+ 1.04% |
$4.32K - $4.44K
|
19.1K
$432K
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
155+ 0.65% |
$3.41K - $3.51K
|
24K
$544K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 2.46% |
$2.2K - $2.27K
|
4.17K
$94.3K
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
65+ 0.25% |
$1.43K - $1.47K
|
26.1K
$591K
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
49+ 0.5% |
$1.08K - $1.11K
|
9.84K
$223K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 5.47% |
$595 - $612
|
521
$11.8K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24New |
$528 - $544
|
24
$544
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.43% |
$132 - $136
|
1.39K
$31.5K
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-43- 0.34% |
$947 - $974
|
12.6K
$286K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-93Closed |
$2.05K - $2.11K
|
0
$0
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-146- 0.07% |
$3.21K - $3.31K
|
221K
$5M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-299- 0.65% |
$6.58K - $6.77K
|
45.8K
$1.04M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-437- 7.51% |
$9.62K - $9.9K
|
5.38K
$122K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.01K- 2.99% |
$22.3K - $23K
|
32.9K
$744K
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.49K- 7.85% |
$32.8K - $33.7K
|
17.5K
$396K
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.49K- 8.97% |
$32.8K - $33.7K
|
15.1K
$342K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.57K- 1.43% |
$34.6K - $35.6K
|
108K
$2.46M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.63K- 0.23% |
$35.8K - $36.8K
|
699K
$15.8M
|