Purchases and Sales Made in Q3 2023 in Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO EX-TRADED SELF INDX FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
165K+ 44.37% |
$6.56M - $6.96M
|
538K
$26.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
113K+ 1718.77% |
$4.5M - $4.77M
|
120K
$5.93M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
55.1KNew |
$2.18M - $2.32M
|
55.1K
$2.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40.1K+ 109.54% |
$1.59M - $1.69M
|
76.7K
$3.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.7KNew |
$1.3M - $1.38M
|
32.7K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
23.7K+ 42.04% |
$941K - $999K
|
80.2K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.8K+ 11.49% |
$864K - $917K
|
212K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5KNew |
$814K - $864K
|
20.5K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.6KNew |
$579K - $614K
|
14.6K
$721K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.3KNew |
$567K - $602K
|
14.3K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.8KNew |
$508K - $539K
|
12.8K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
11.9K+ 17.98% |
$470K - $499K
|
77.8K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.7K+ 98.58% |
$385K - $408K
|
19.5K
$965K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.34K+ 2.0% |
$370K - $393K
|
477K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8KNew |
$317K - $337K
|
8K
$395K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.27K+ 60.04% |
$209K - $222K
|
14K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.62K+ 1650.0% |
$183K - $194K
|
4.9K
$242K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.31K+ 3.82% |
$171K - $181K
|
117K
$5.78M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.14K+ 20.45% |
$164K - $174K
|
24.4K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.03K+ 56.34% |
$160K - $170K
|
11.2K
$552K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.77K+ 121.89% |
$149K - $159K
|
6.86K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.55KNew |
$141K - $149K
|
3.55K
$175K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
2K+ 2.56% |
$79.4K - $84.2K
|
80.2K
$3.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
646+ 64.41% |
$25.6K - $27.2K
|
1.65K
$81.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
276+ 9200.0% |
$10.9K - $11.6K
|
279
$13.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
120New |
$4.76K - $5.05K
|
120
$5.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$198 - $210
|
5
$247
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$39.7 - $42.1
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-146- 44.11% |
$5.79K - $6.14K
|
185
$9.14K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-169- 0.61% |
$6.7K - $7.11K
|
27.4K
$1.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-191- 0.57% |
$7.57K - $8.04K
|
33.1K
$1.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-526- 1.32% |
$20.9K - $22.1K
|
39.4K
$1.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-720- 5.43% |
$28.5K - $30.3K
|
12.5K
$620K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.28K- 0.87% |
$130K - $138K
|
372K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 64.99% |
$418K - $443K
|
5.67K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.7K- 66.16% |
$424K - $450K
|
5.47K
$270K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46.4K- 51.44% |
$1.84M - $1.95M
|
43.8K
$2.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-335K- 78.86% |
$13.3M - $14.1M
|
89.9K
$4.44M
|