Purchases and Sales Made in Q4 2022 in Invesco Et Self Idxd Fd Tr Bul (BSCN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCN) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79M+ 111.28% |
$37.3M - $37.6M
|
3.4M
$0
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.53MNew |
$31.9M - $32.1M
|
1.53M
$0
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.38M+ 1188.59% |
$28.8M - $29M
|
1.5M
$0
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
784KNew |
$16.3M - $16.4M
|
784K
$0
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
549K+ 12.28% |
$11.4M - $11.5M
|
5.02M
$0
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
516K+ 3376.2% |
$10.8M - $10.8M
|
532K
$0
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
503KNew |
$10.5M - $10.5M
|
503K
$0
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
502KNew |
$10.5M - $10.5M
|
502K
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
485K+ 126.26% |
$10.1M - $10.2M
|
870K
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
485K+ 32.25% |
$10.1M - $10.2M
|
1.99M
$0
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
484K+ 563.47% |
$10.1M - $10.2M
|
569K
$0
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
463KNew |
$9.67M - $9.73M
|
463K
$0
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
448K+ 215.82% |
$9.35M - $9.41M
|
656K
$0
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
443K+ 151.15% |
$9.24M - $9.3M
|
736K
$0
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
395K+ 294.22% |
$8.24M - $8.29M
|
529K
$0
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
351K+ 23.71% |
$7.33M - $7.38M
|
1.83M
$0
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
340K+ 1140.45% |
$7.08M - $7.13M
|
369K
$0
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
329KNew |
$6.87M - $6.92M
|
329K
$0
|
|
Jan 20, 2023
Q4 2022
|
Kirr Marbach & CO LLC
|
BUY
|
- |
320K+ 105.22% |
$6.68M - $6.72M
|
624K
$0
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
319K+ 351.96% |
$6.65M - $6.69M
|
410K
$0
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
315KNew |
$6.56M - $6.6M
|
315K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
313K+ 26.71% |
$6.52M - $6.56M
|
1.48M
$0
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
283K+ 676.96% |
$5.9M - $5.94M
|
325K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
239K+ 708.84% |
$4.98M - $5.01M
|
272K
$0
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
208K+ 1258.65% |
$4.33M - $4.36M
|
224K
$0
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
193K+ 57.52% |
$4.02M - $4.04M
|
527K
$0
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
184K+ 79.07% |
$3.83M - $3.85M
|
416K
$0
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
166K+ 9.48% |
$3.47M - $3.49M
|
1.92M
$0
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
164K+ 20.93% |
$3.41M - $3.43M
|
945K
$0
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
152K+ 318.86% |
$3.18M - $3.2M
|
200K
$0
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
152K+ 32.53% |
$3.16M - $3.18M
|
618K
$0
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
148KNew |
$3.09M - $3.11M
|
148K
$0
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
139K+ 15.33% |
$2.9M - $2.92M
|
1.05M
$0
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
119K+ 95.14% |
$2.49M - $2.5M
|
245K
$0
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
109KNew |
$2.27M - $2.28M
|
109K
$0
|
|
Feb 16, 2023
Q4 2022
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
103KNew |
$2.15M - $2.16M
|
103K
$0
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
89.8KNew |
$1.87M - $1.88M
|
89.8K
$0
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
84.2K+ 145.32% |
$1.76M - $1.77M
|
142K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.3K+ 7.28% |
$1.61M - $1.62M
|
1.14M
$0
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
77.1K+ 25.37% |
$1.61M - $1.62M
|
381K
$0
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
73.9KNew |
$1.54M - $1.55M
|
73.9K
$0
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
72.7K+ 2.34% |
$1.52M - $1.53M
|
3.17M
$0
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
72.4KNew |
$1.51M - $1.52M
|
72.4K
$0
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
69.1KNew |
$1.44M - $1.45M
|
69.1K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.7K+ 1.43% |
$1.16M - $1.17M
|
3.95M
$0
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
53.3K+ 38.83% |
$1.11M - $1.12M
|
191K
$0
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.7K+ 453.0% |
$1.1M - $1.11M
|
64.3K
$0
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
52.1K+ 144.72% |
$1.09M - $1.09M
|
88.1K
$0
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
51K+ 78.59% |
$1.06M - $1.07M
|
116K
$0
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
50.9K+ 4.95% |
$1.06M - $1.07M
|
1.08M
$0
|