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 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
12.4K+ 61.64% |
$245K - $251K
|
32.5K
$673K
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
12K+ 12.49% |
$237K - $242K
|
108K
$2.23M
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11.9KNew |
$236K - $242K
|
11.9K
$247K
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
11.7KNew |
$232K - $238K
|
11.7K
$243K
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
11.4K+ 5.77% |
$225K - $231K
|
209K
$4.33M
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
11.2K+ 8.7% |
$222K - $227K
|
140K
$2.9M
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
11K+ 20.82% |
$218K - $223K
|
63.9K
$1.32M
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.7KNew |
$211K - $216K
|
10.7K
$221K
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
10.6KNew |
$210K - $215K
|
10.6K
$220K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.5K+ 4.99% |
$208K - $214K
|
221K
$4.59M
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.4K+ 55.14% |
$206K - $211K
|
29.3K
$606K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
10.1K+ 3.35% |
$200K - $204K
|
311K
$6.44M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
10KNew |
$198K - $203K
|
10K
$207K
|
|
Jan 25, 2023
Q4 2022
|
Heron Bay Capital Management
|
BUY
|
- |
10KNew |
$198K - $203K
|
10K
$207K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.94KNew |
$197K - $201K
|
9.94K
$206K
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.93K+ 17.57% |
$196K - $201K
|
66.4K
$1.38M
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.91KNew |
$196K - $201K
|
9.91K
$205K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.56K+ 40.9% |
$189K - $194K
|
32.9K
$682K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.46K+ 7.1% |
$148K - $151K
|
113K
$2.33M
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7.12K+ 4.74% |
$141K - $144K
|
157K
$3.26M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.54K+ 21.29% |
$129K - $132K
|
37.2K
$771K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.19K+ 10.95% |
$122K - $125K
|
62.7K
$1.3M
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.64K+ 47.38% |
$112K - $114K
|
17.5K
$363K
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
5.63KNew |
$111K - $114K
|
5.63K
$117K
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.58K+ 4.45% |
$110K - $113K
|
131K
$2.71M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.28K+ 5.53% |
$104K - $107K
|
101K
$2.08M
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5K+ 36.42% |
$98.9K - $101K
|
18.7K
$388K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.67K+ 17.58% |
$92.3K - $94.6K
|
31.2K
$646K
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
4.6K+ 35.45% |
$91.1K - $93.3K
|
17.6K
$364K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4.58KNew |
$90.6K - $92.8K
|
4.58K
$94.9K
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.29K+ 113.85% |
$84.9K - $87K
|
8.06K
$167K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.23K+ 4.22% |
$83.6K - $85.7K
|
104K
$2.16M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.15K+ 21.02% |
$82K - $84K
|
23.9K
$494K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
4.1KNew |
$81.1K - $83.1K
|
4.1K
$84.9K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.06K+ 56.24% |
$80.3K - $82.3K
|
11.3K
$234K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.9KNew |
$77.2K - $79.1K
|
3.9K
$80.8K
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
3.82K+ 1.51% |
$75.6K - $77.5K
|
256K
$5.31M
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.6K+ 236.91% |
$71.2K - $73K
|
5.12K
$106K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.55KNew |
$70.1K - $71.9K
|
3.55K
$73.4K
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.5K+ 8.88% |
$69.2K - $71K
|
42.9K
$889K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.49K+ 34.69% |
$68.9K - $70.6K
|
13.5K
$280K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.33K+ 9.03% |
$65.9K - $67.6K
|
40.2K
$833K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.03K+ 24.09% |
$59.9K - $61.4K
|
15.6K
$323K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.02K+ 7.88% |
$59.7K - $61.2K
|
41.4K
$857K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.67KNew |
$52.9K - $54.2K
|
2.67K
$55.3K
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.61K+ 3.16% |
$51.5K - $52.8K
|
85K
$1.76M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2.52K+ 20.45% |
$49.9K - $51.1K
|
14.9K
$308K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.24KNew |
$44.2K - $45.3K
|
2.24K
$46.3K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.19KNew |
$43.4K - $44.5K
|
2.19K
$45.4K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.06K+ 11.1% |
$40.8K - $41.8K
|
20.7K
$428K
|