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 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.2K+ 24.58% |
$1.05M - $1.08M
|
270K
$5.58M
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
51.7K+ 11.94% |
$1.02M - $1.05M
|
484K
$10M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49.6KNew |
$981K - $1.01M
|
49.6K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
49.5K+ 3.49% |
$978K - $1M
|
1.47M
$30.4M
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
48.8K+ 146.64% |
$966K - $990K
|
82.1K
$1.7M
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
47.5K+ 67.69% |
$940K - $963K
|
118K
$2.44M
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
46.4K+ 12.06% |
$918K - $941K
|
431K
$8.94M
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
43.2KNew |
$855K - $877K
|
43.2K
$896K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.7K+ 72.51% |
$826K - $846K
|
99.3K
$2.06M
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
41.1K+ 50.55% |
$814K - $834K
|
122K
$2.54M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
39.7K+ 19.51% |
$785K - $805K
|
243K
$5.04M
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
35.5K+ 17.31% |
$702K - $720K
|
241K
$4.98M
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
34.6K+ 3.94% |
$683K - $700K
|
911K
$18.9M
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
33.7KNew |
$667K - $683K
|
33.7K
$698K
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
32.7K+ 14.66% |
$648K - $664K
|
256K
$5.31M
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
32.7K+ 23.98% |
$646K - $662K
|
169K
$3.5M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.9K+ 148.33% |
$612K - $627K
|
51.8K
$1.07M
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
30.3KNew |
$600K - $614K
|
30.3K
$628K
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
29.5KNew |
$584K - $598K
|
29.5K
$611K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
29.3K+ 1776.5% |
$580K - $595K
|
31K
$642K
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
28.8K+ 34.68% |
$569K - $583K
|
112K
$2.32M
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
27.8KNew |
$550K - $564K
|
27.8K
$576K
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
26.8K+ 62.29% |
$529K - $543K
|
69.7K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25.6KNew |
$507K - $519K
|
25.6K
$530K
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
25.3K+ 27.37% |
$500K - $512K
|
118K
$2.43M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
24.6K+ 97.04% |
$486K - $498K
|
49.9K
$1.03M
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
24K+ 53.0% |
$475K - $487K
|
69.3K
$1.44M
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
21.6K+ 5.21% |
$428K - $438K
|
437K
$9.05M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
21.6K+ 12.84% |
$427K - $438K
|
190K
$3.93M
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19.8K+ 41.37% |
$391K - $401K
|
67.6K
$1.4M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
19.2K+ 7.91% |
$380K - $389K
|
262K
$5.42M
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
18.8K+ 25.36% |
$371K - $381K
|
92.8K
$1.92M
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
18.4K+ 53.17% |
$364K - $373K
|
53K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17.7K+ 20.8% |
$349K - $358K
|
103K
$2.12M
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
16.6K+ 10.87% |
$329K - $337K
|
170K
$3.51M
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
16.3KNew |
$323K - $331K
|
16.3K
$338K
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
15.8K+ 25.93% |
$313K - $321K
|
76.9K
$1.59M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
15.7KNew |
$311K - $318K
|
15.7K
$325K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
15.7KNew |
$311K - $318K
|
15.7K
$325K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.6K+ 23.68% |
$308K - $316K
|
81.3K
$1.68M
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
15.1KNew |
$299K - $307K
|
15.1K
$313K
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
14.7KNew |
$290K - $297K
|
14.7K
$304K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.6K+ 6.12% |
$288K - $295K
|
253K
$5.23M
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
14.4K+ 23.76% |
$285K - $292K
|
75K
$1.55M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.2KNew |
$280K - $287K
|
14.2K
$293K
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13.9K+ 3.62% |
$274K - $281K
|
397K
$8.23M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.7K+ 42.94% |
$271K - $278K
|
45.6K
$945K
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
13.6KNew |
$270K - $276K
|
13.6K
$282K
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
13.4KNew |
$265K - $272K
|
13.4K
$278K
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13.3KNew |
$262K - $269K
|
13.3K
$275K
|