Purchases and Sales Made in Q3 2022 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q3 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.56K+ 10.32% |
$51.7K - $55K
|
27.4K
$577K
|
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.51K+ 15.66% |
$50.7K - $53.9K
|
18.5K
$391K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.51K+ 4.1% |
$50.7K - $53.9K
|
63.7K
$1.34M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.29K+ 1.64% |
$46.3K - $49.2K
|
142K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.13K+ 2.71% |
$43K - $45.7K
|
80.8K
$1.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.98K+ 5.25% |
$39.9K - $42.4K
|
39.6K
$835K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.87K+ 5.45% |
$37.7K - $40.1K
|
36.2K
$762K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.8K+ 3.43% |
$36.3K - $38.6K
|
54.2K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.6K+ 0.82% |
$32.4K - $34.4K
|
196K
$4.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.55KNew |
$31.3K - $33.3K
|
1.55K
$32.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 13.94% |
$30.6K - $32.5K
|
12.4K
$261K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.47KNew |
$29.6K - $31.5K
|
1.47K
$30.9K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.4KNew |
$28.3K - $30K
|
1.4K
$29.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.37K+ 3.72% |
$27.7K - $29.4K
|
38.2K
$805K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.33K+ 0.53% |
$26.8K - $28.5K
|
251K
$5.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.15K+ 1.09% |
$23.2K - $24.7K
|
106K
$2.24M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.14K+ 4.03% |
$23.1K - $24.5K
|
29.5K
$622K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.13K+ 7.79% |
$22.8K - $24.2K
|
15.6K
$329K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
1.07K+ 1.0% |
$21.7K - $23K
|
109K
$2.29M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.05K+ 0.98% |
$21.2K - $22.5K
|
108K
$2.28M
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1K+ 0.04% |
$20.2K - $21.5K
|
2.69M
$56.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
985+ 1.92% |
$19.9K - $21.1K
|
52.3K
$1.1M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
909+ 6.16% |
$18.4K - $19.5K
|
15.7K
$330K
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
781+ 3.3% |
$15.8K - $16.8K
|
24.4K
$515K
|
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
700+ 6.97% |
$14.1K - $15K
|
10.7K
$226K
|
|
|
Oct 24, 2022
Q3 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
688+ 1.09% |
$13.9K - $14.8K
|
63.5K
$1.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
672+ 2.87% |
$13.6K - $14.4K
|
24.1K
$507K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
650New |
$13.1K - $13.9K
|
650
$13.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
565New |
$11.4K - $12.1K
|
565
$11.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
560+ 5.38% |
$11.3K - $12K
|
11K
$231K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
525+ 2.22% |
$10.6K - $11.3K
|
24.2K
$510K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
402New |
$8.12K - $8.63K
|
402
$8.47K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
379+ 2.13% |
$7.65K - $8.13K
|
18.2K
$383K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
352+ 1.94% |
$7.11K - $7.55K
|
18.5K
$390K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
314New |
$6.34K - $6.74K
|
314
$6.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
274+ 3.26% |
$5.53K - $5.88K
|
8.68K
$183K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
207+ 19.42% |
$4.18K - $4.44K
|
1.27K
$26.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
206+ 1.91% |
$4.16K - $4.42K
|
11K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
134+ 0.45% |
$2.71K - $2.88K
|
29.8K
$628K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
111New |
$2.24K - $2.38K
|
111
$2.34K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
101New |
$2.04K - $2.17K
|
101
$2.13K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
77+ 0.19% |
$1.55K - $1.65K
|
41.3K
$871K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
75+ 6.15% |
$1.51K - $1.61K
|
1.3K
$27.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
56+ 0.41% |
$1.13K - $1.2K
|
13.8K
$291K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
36+ 1.45% |
$727 - $773
|
2.52K
$53.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
36+ 1200.0% |
$727 - $773
|
39
$822
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
35+ 20.0% |
$707 - $751
|
210
$4.42K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
29+ 1.14% |
$586 - $622
|
2.58K
$54.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
25New |
$505 - $537
|
25
$527
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
15+ 1.41% |
$303 - $322
|
1.08K
$22.7K
|