Purchases and Sales Made in Q4 2022 in Invesco Et Self Idxd Fd Tr Bul (BSCO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCO) 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 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.85M+ 14.6% |
$119M - $120M
|
45.9M
$968M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.43M+ 41.12% |
$49.3M - $50M
|
8.34M
$176M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.97M+ 109.94% |
$39.9M - $40.4M
|
3.76M
$79.2M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.62M+ 320.0% |
$32.9M - $33.4M
|
2.13M
$44.9M
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
784KNew |
$15.9M - $16.1M
|
784K
$16.5M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
699K+ 14.36% |
$14.2M - $14.4M
|
5.56M
$117M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
588K+ 16.57% |
$11.9M - $12.1M
|
4.14M
$87.2M
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
514K+ 2234.63% |
$10.4M - $10.6M
|
537K
$11.3M
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
513KNew |
$10.4M - $10.5M
|
513K
$10.8M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
437K+ 381.07% |
$8.86M - $8.98M
|
552K
$11.6M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
431K+ 220.75% |
$8.75M - $8.87M
|
627K
$13.2M
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
424K+ 338.71% |
$8.61M - $8.72M
|
550K
$11.6M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
387K+ 31.62% |
$7.84M - $7.95M
|
1.61M
$34M
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
353K+ 17.28% |
$7.15M - $7.25M
|
2.39M
$50.5M
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
321KNew |
$6.5M - $6.59M
|
321K
$6.76M
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
302KNew |
$6.12M - $6.2M
|
302K
$6.36M
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
251K+ 47.49% |
$5.09M - $5.16M
|
779K
$16.4M
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
246KNew |
$4.99M - $5.06M
|
246K
$5.19M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
239KNew |
$4.85M - $4.91M
|
239K
$5.04M
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
218K+ 306.87% |
$4.42M - $4.48M
|
289K
$6.09M
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
199K+ 290.65% |
$4.04M - $4.09M
|
268K
$5.64M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
181K+ 134.23% |
$3.67M - $3.72M
|
315K
$6.65M
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
178KNew |
$3.62M - $3.67M
|
178K
$3.76M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
173K+ 23.14% |
$3.52M - $3.57M
|
923K
$19.5M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
167K+ 55.57% |
$3.38M - $3.43M
|
467K
$9.85M
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
164K+ 325.87% |
$3.32M - $3.37M
|
214K
$4.51M
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
151K+ 431.68% |
$3.07M - $3.11M
|
186K
$3.93M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
148KNew |
$3.01M - $3.05M
|
148K
$3.13M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
135K+ 14.51% |
$2.73M - $2.77M
|
1.06M
$22.4M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
132K+ 4.97% |
$2.68M - $2.72M
|
2.79M
$58.9M
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
131KNew |
$2.66M - $2.69M
|
131K
$2.76M
|
|
Jan 20, 2023
Q4 2022
|
Kirr Marbach & CO LLC
|
BUY
|
- |
129K+ 42.69% |
$2.62M - $2.66M
|
433K
$9.12M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
129KNew |
$2.61M - $2.65M
|
129K
$2.72M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
126K+ 13.1% |
$2.55M - $2.59M
|
1.09M
$22.9M
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
122KNew |
$2.47M - $2.51M
|
122K
$2.57M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
116K+ 92.3% |
$2.36M - $2.39M
|
242K
$5.1M
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
109K+ 99.15% |
$2.21M - $2.25M
|
219K
$4.63M
|
|
Feb 16, 2023
Q4 2022
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
106KNew |
$2.15M - $2.17M
|
106K
$2.23M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
96.8KNew |
$1.96M - $1.99M
|
96.8K
$2.04M
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
92.5KNew |
$1.88M - $1.9M
|
92.5K
$1.95M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
90.3KNew |
$1.83M - $1.86M
|
90.3K
$1.91M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
87.9KNew |
$1.78M - $1.81M
|
87.9K
$1.85M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
87.3K+ 16.98% |
$1.77M - $1.8M
|
602K
$12.7M
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
83.9K+ 36.22% |
$1.7M - $1.73M
|
316K
$6.66M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
79.1K+ 152.37% |
$1.6M - $1.63M
|
131K
$2.76M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
77.9K+ 20.22% |
$1.58M - $1.6M
|
463K
$9.77M
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
76.7K+ 9.64% |
$1.55M - $1.58M
|
872K
$18.4M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.3K+ 7.15% |
$1.55M - $1.57M
|
1.14M
$24.1M
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
74.8K+ 4.87% |
$1.52M - $1.54M
|
1.61M
$34M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
65.2K+ 147.38% |
$1.32M - $1.34M
|
109K
$2.31M
|