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 |
---|---|---|---|---|---|---|---|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-813- 0.19% |
$16.1K - $16.5K
|
430K
$8.91M
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-889- 5.53% |
$17.6K - $18K
|
15.2K
$314K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.15K- 30.84% |
$22.8K - $23.3K
|
2.58K
$53.5K
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.45K- 6.68% |
$28.6K - $29.3K
|
20.2K
$419K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.45K- 39.73% |
$28.7K - $29.4K
|
2.2K
$45.6K
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.52K- 1.7% |
$30K - $30.7K
|
87.8K
$1.82M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.67K- 4.83% |
$33K - $33.8K
|
32.8K
$679K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.79K- 6.79% |
$35.4K - $36.3K
|
24.6K
$510K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.95K- 0.95% |
$38.5K - $39.5K
|
204K
$4.22M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.29K- 3.62% |
$45.3K - $46.4K
|
61K
$1.26M
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2.5K- 69.21% |
$49.5K - $50.7K
|
1.11K
$23K
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.81K- 2.78% |
$55.5K - $56.9K
|
98K
$2.03M
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-2.95K- 2.76% |
$58.3K - $59.8K
|
104K
$2.15M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 0.64% |
$58.9K - $60.3K
|
465K
$9.64M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.04K- 12.37% |
$60.1K - $61.6K
|
21.5K
$446K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.05K- 2.98% |
$60.2K - $61.7K
|
99.3K
$2.06M
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-3.35K- 5.93% |
$66.3K - $67.9K
|
53.2K
$1.1M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.85K- 26.4% |
$76.2K - $78.1K
|
10.7K
$222K
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.59K- 2.22% |
$90.8K - $93.1K
|
202K
$4.19M
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-5.14K- 17.64% |
$102K - $104K
|
24K
$497K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.43K- 17.13% |
$107K - $110K
|
26.3K
$544K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-5.52K- 31.77% |
$109K - $112K
|
11.8K
$245K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.76K- 13.6% |
$114K - $117K
|
36.6K
$757K
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.69K- 25.63% |
$132K - $136K
|
19.4K
$402K
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-7.52K- 3.47% |
$149K - $152K
|
209K
$4.34M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.78K- 43.25% |
$174K - $178K
|
11.5K
$239K
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-8.97K- 19.81% |
$177K - $182K
|
36.3K
$752K
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-9.17K- 12.93% |
$181K - $186K
|
61.8K
$1.28M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.25K- 25.65% |
$183K - $188K
|
26.8K
$555K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-9.66K- 50.25% |
$191K - $196K
|
9.57K
$198K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-10.8K- 26.45% |
$213K - $218K
|
29.9K
$620K
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-11.1K- 4.12% |
$220K - $225K
|
258K
$5.35M
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-11.4K- 15.78% |
$225K - $231K
|
60.8K
$1.26M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.3KClosed |
$243K - $249K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-13.8K- 35.46% |
$273K - $280K
|
25.1K
$520K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-14.2K- 8.76% |
$280K - $287K
|
147K
$3.05M
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14.6K- 21.73% |
$289K - $296K
|
52.6K
$1.09M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.7K- 38.95% |
$290K - $297K
|
23K
$476K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-15.1K- 55.94% |
$299K - $306K
|
11.9K
$246K
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-15.5K- 3.31% |
$306K - $314K
|
453K
$9.38M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-15.9K- 5.13% |
$315K - $323K
|
294K
$6.1M
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-16.2K- 12.85% |
$321K - $329K
|
110K
$2.28M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.2K- 8.86% |
$341K - $349K
|
177K
$3.67M
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-18.7K- 50.0% |
$370K - $379K
|
18.7K
$387K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.7K- 19.2% |
$429K - $439K
|
91.2K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-22.8K- 55.79% |
$451K - $463K
|
18.1K
$375K
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-23.5K- 29.69% |
$465K - $476K
|
55.6K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-28.9K- 8.82% |
$572K - $586K
|
299K
$6.19M
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-30.5K- 2.57% |
$604K - $619K
|
1.16M
$24M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-43.8K- 7.72% |
$867K - $888K
|
524K
$10.9M
|