Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.06M+ 292.23% |
$23.6M - $23.9M
|
1.42M
$32.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
899K+ 171.09% |
$20M - $20.3M
|
1.42M
$32.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
220K+ 117.69% |
$4.9M - $4.97M
|
408K
$9.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
131K+ 147.14% |
$2.91M - $2.95M
|
220K
$4.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
129K+ 41.03% |
$2.86M - $2.9M
|
442K
$10M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
74.5K+ 24.42% |
$1.66M - $1.68M
|
380K
$8.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50K+ 11.37% |
$1.11M - $1.13M
|
490K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
47.4K+ 26.25% |
$1.05M - $1.07M
|
228K
$5.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.7K+ 68.03% |
$1.04M - $1.05M
|
115K
$2.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
44.7K+ 22.06% |
$994K - $1.01M
|
247K
$5.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.4KNew |
$966K - $979K
|
43.4K
$984K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35.2K+ 80.49% |
$782K - $793K
|
78.9K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
32K+ 119.61% |
$712K - $722K
|
58.8K
$1.33M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
32K+ 13.56% |
$711K - $720K
|
268K
$6.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
31.3K+ 6.75% |
$696K - $706K
|
495K
$11.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
26.2K+ 7.8% |
$583K - $591K
|
362K
$8.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23.3K+ 179.47% |
$519K - $526K
|
36.3K
$823K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.2K+ 2.73% |
$494K - $501K
|
837K
$19M
|
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
21.8KNew |
$484K - $490K
|
21.8K
$493K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.6K+ 25.96% |
$458K - $464K
|
99.9K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
19.7K+ 35.05% |
$438K - $444K
|
75.9K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.7K+ 11.61% |
$394K - $399K
|
170K
$3.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.4K+ 37.88% |
$298K - $302K
|
48.8K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.1K+ 16.76% |
$291K - $295K
|
91.2K
$2.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.9KNew |
$288K - $292K
|
12.9K
$293K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 5.39% |
$268K - $271K
|
235K
$5.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
11.3K+ 1.85% |
$250K - $254K
|
621K
$14.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
11K+ 31.24% |
$244K - $248K
|
46.1K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 2.63% |
$225K - $228K
|
395K
$8.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.1KNew |
$224K - $227K
|
10.1K
$228K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.31KNew |
$207K - $210K
|
9.31K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
9.3KNew |
$207K - $210K
|
9.3K
$211K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.04KNew |
$201K - $204K
|
9.04K
$205K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8.97K+ 4.06% |
$200K - $202K
|
230K
$5.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.21K+ 9.81% |
$160K - $163K
|
80.7K
$1.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
6.97K+ 4.16% |
$155K - $157K
|
175K
$3.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.68K+ 20.03% |
$126K - $128K
|
34K
$770K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.38K+ 2.68% |
$120K - $121K
|
206K
$4.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.05K+ 1.67% |
$112K - $114K
|
307K
$6.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4.79KNew |
$107K - $108K
|
4.79K
$109K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.62K+ 9.34% |
$103K - $104K
|
54K
$1.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.82K+ 12.9% |
$84.9K - $86.1K
|
33.4K
$757K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.4K+ 6.07% |
$75.6K - $76.6K
|
59.4K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.78K+ 2.67% |
$61.9K - $62.8K
|
107K
$2.43M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.56K+ 2.67% |
$57K - $57.7K
|
98.7K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.54K+ 20.48% |
$56.4K - $57.1K
|
14.9K
$338K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.29K+ 15.83% |
$51K - $51.6K
|
16.8K
$380K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.05K+ 4.47% |
$45.5K - $46.1K
|
47.8K
$1.08M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 16.68% |
$45.1K - $45.7K
|
14.2K
$321K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 16.68% |
$45.1K - $45.7K
|
14.2K
$321K
|