Purchases and Sales Made in Q4 2022 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO ET SELD 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
|
- |
1.12M+ 61.58% |
$22.2M - $22.7M
|
2.94M
$61M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.09M+ 255.13% |
$21.6M - $22.1M
|
1.52M
$31.5M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
844K+ 25.6% |
$16.7M - $17.1M
|
4.14M
$85.9M
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
805K+ 77.04% |
$15.9M - $16.3M
|
1.85M
$38.3M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
716K+ 25.76% |
$14.2M - $14.5M
|
3.49M
$72.4M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
701K+ 126393.15% |
$13.9M - $14.2M
|
702K
$14.6M
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
646KNew |
$12.8M - $13.1M
|
646K
$13.4M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
565K+ 655.69% |
$11.2M - $11.5M
|
651K
$13.5M
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
552KNew |
$10.9M - $11.2M
|
552K
$11.4M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
510K+ 393.18% |
$10.1M - $10.3M
|
640K
$13.3M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
346K+ 521.87% |
$6.83M - $7M
|
412K
$8.54M
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
343K+ 76.79% |
$6.79M - $6.96M
|
790K
$16.4M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
315K+ 55.78% |
$6.22M - $6.38M
|
879K
$18.2M
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
309KNew |
$6.12M - $6.27M
|
309K
$6.42M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
297K+ 25.94% |
$5.88M - $6.03M
|
1.44M
$29.9M
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
269KNew |
$5.31M - $5.44M
|
269K
$5.57M
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
257KNew |
$5.09M - $5.21M
|
257K
$5.33M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
256K+ 28.24% |
$5.06M - $5.18M
|
1.16M
$24.1M
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
255K+ 47.86% |
$5.04M - $5.17M
|
788K
$16.3M
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
238K+ 628.86% |
$4.7M - $4.82M
|
276K
$5.71M
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
229KNew |
$4.52M - $4.63M
|
229K
$4.74M
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
217K+ 931.94% |
$4.3M - $4.4M
|
241K
$4.99M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
217K+ 23.33% |
$4.29M - $4.4M
|
1.15M
$23.8M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
186K+ 15.24% |
$3.68M - $3.77M
|
1.4M
$29.1M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
160K+ 105.71% |
$3.16M - $3.24M
|
311K
$6.44M
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
157K+ 319.38% |
$3.11M - $3.19M
|
206K
$4.28M
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
154K+ 985.68% |
$3.04M - $3.12M
|
169K
$3.51M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
129K+ 65.27% |
$2.55M - $2.61M
|
326K
$6.76M
|
|
Jan 20, 2023
Q4 2022
|
Kirr Marbach & CO LLC
|
BUY
|
- |
125K+ 41.08% |
$2.47M - $2.53M
|
428K
$8.88M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
124K+ 14.09% |
$2.44M - $2.51M
|
1M
$20.7M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
121K+ 19.51% |
$2.39M - $2.45M
|
740K
$15.4M
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
121KNew |
$2.39M - $2.45M
|
121K
$2.51M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
103KNew |
$2.04M - $2.09M
|
103K
$2.14M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
99.2KNew |
$1.96M - $2.01M
|
99.2K
$2.06M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
88.5K+ 97.58% |
$1.75M - $1.79M
|
179K
$3.71M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
83.1K+ 7.07% |
$1.64M - $1.68M
|
1.26M
$26.1M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
76.1K+ 4.04% |
$1.51M - $1.54M
|
1.96M
$40.7M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.3K+ 9.47% |
$1.43M - $1.47M
|
836K
$17.3M
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
70.4K+ 6.7% |
$1.39M - $1.43M
|
1.12M
$23.3M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
68.8K+ 84.74% |
$1.36M - $1.39M
|
150K
$3.11M
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
68.3KNew |
$1.35M - $1.38M
|
68.3K
$1.42M
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
62.7KNew |
$1.24M - $1.27M
|
62.7K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
61.3K+ 9.57% |
$1.21M - $1.24M
|
702K
$14.6M
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
60.6KNew |
$1.2M - $1.23M
|
60.6K
$1.26M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
60.3KNew |
$1.19M - $1.22M
|
60.3K
$1.25M
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
59.9K+ 48.02% |
$1.19M - $1.21M
|
185K
$3.83M
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
59.7KNew |
$1.18M - $1.21M
|
59.7K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
58.5K+ 14.12% |
$1.16M - $1.19M
|
473K
$9.8M
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
56.2K+ 91.82% |
$1.11M - $1.14M
|
117K
$2.43M
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
54.5K+ 147.95% |
$1.08M - $1.1M
|
91.3K
$1.89M
|