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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.7K- 2.32% |
$297K - $301K
|
618K
$13M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-15.4K- 9.41% |
$312K - $317K
|
148K
$3.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.4K- 15.84% |
$313K - $317K
|
82K
$1.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-15.6K- 4.24% |
$316K - $320K
|
352K
$7.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-15.6K- 6.25% |
$317K - $322K
|
234K
$4.95M
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-20.7K- 7.36% |
$420K - $426K
|
261K
$5.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-20.8K- 55.86% |
$421K - $427K
|
16.4K
$346K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-21.5K- 35.9% |
$437K - $443K
|
38.4K
$811K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-26.4K- 7.09% |
$535K - $543K
|
346K
$7.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-29.6K- 2.51% |
$601K - $609K
|
1.15M
$24.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-33.7K- 44.3% |
$683K - $692K
|
42.3K
$893K
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-35.6K- 43.74% |
$722K - $732K
|
45.8K
$966K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-38.2K- 6.06% |
$774K - $785K
|
592K
$12.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-39.3K- 16.97% |
$797K - $808K
|
192K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-40.4K- 8.36% |
$819K - $830K
|
442K
$9.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-44.1K- 9.0% |
$894K - $906K
|
446K
$9.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-49.4K- 28.12% |
$1M - $1.01M
|
126K
$2.66M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-49.5K- 12.94% |
$1M - $1.02M
|
333K
$7.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-53.1K- 19.83% |
$1.08M - $1.09M
|
215K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-63.2K- 5.82% |
$1.28M - $1.3M
|
1.02M
$21.6M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-64.1K- 90.2% |
$1.3M - $1.32M
|
6.96K
$147K
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-69.8K- 21.27% |
$1.42M - $1.44M
|
258K
$5.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-87.6K- 17.51% |
$1.78M - $1.8M
|
413K
$8.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-96.1K- 5.5% |
$1.95M - $1.98M
|
1.65M
$34.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-131K- 10.19% |
$2.66M - $2.69M
|
1.15M
$24.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-134K- 39.46% |
$2.72M - $2.75M
|
206K
$4.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-139K- 85.71% |
$2.82M - $2.86M
|
23.2K
$489K
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-152K- 37.97% |
$3.08M - $3.13M
|
248K
$5.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-155K- 18.57% |
$3.14M - $3.18M
|
679K
$14.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-176K- 10.67% |
$3.56M - $3.61M
|
1.47M
$31M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-179K- 25.74% |
$3.63M - $3.68M
|
516K
$10.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-188K- 28.89% |
$3.82M - $3.87M
|
463K
$9.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-198K- 36.2% |
$4.02M - $4.08M
|
350K
$7.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-208K- 71.88% |
$4.22M - $4.28M
|
81.4K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-233K- 30.32% |
$4.73M - $4.8M
|
536K
$11.3M
|