Purchases and Sales Made in Q1 2022 in Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.34MNew |
$106M - $112M
|
5.34M
$104M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
425K+ 58.07% |
$8.42M - $8.95M
|
1.16M
$22.5M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
295K+ 64.52% |
$5.86M - $6.23M
|
753K
$14.6M
|
|
|
May 03, 2022
Q1 2022
|
Kirr Marbach & CO LLC
|
BUY
|
- |
289KNew |
$5.72M - $6.09M
|
289K
$5.61M
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
284KNew |
$5.63M - $5.99M
|
284K
$5.52M
|
|
|
Apr 28, 2022
Q1 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
253KNew |
$5.02M - $5.34M
|
253K
$4.92M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
231K+ 95.73% |
$4.58M - $4.87M
|
472K
$9.17M
|
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
BUY
|
- |
217K+ 17.36% |
$4.31M - $4.58M
|
1.47M
$28.6M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
202K+ 107.42% |
$4M - $4.25M
|
389K
$7.57M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
200KNew |
$3.96M - $4.22M
|
200K
$3.89M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
157K+ 37.83% |
$3.11M - $3.31M
|
572K
$11.1M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
129K+ 779.55% |
$2.55M - $2.71M
|
145K
$2.82M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
129K+ 18.91% |
$2.55M - $2.71M
|
808K
$15.7M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 51.8% |
$2.27M - $2.41M
|
336K
$6.52M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
106K+ 11.95% |
$2.1M - $2.23M
|
991K
$19.2M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
80.9KNew |
$1.6M - $1.71M
|
80.9K
$1.57M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
66.9K+ 17.76% |
$1.33M - $1.41M
|
444K
$8.62M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
66.6KNew |
$1.32M - $1.4M
|
66.6K
$1.29M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
52.9K+ 3.0% |
$1.05M - $1.12M
|
1.81M
$35.2M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
52.5KNew |
$1.04M - $1.11M
|
52.5K
$1.02M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
51.4KNew |
$1.02M - $1.08M
|
51.4K
$1M
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
47.8K+ 37.16% |
$946K - $1.01M
|
176K
$3.42M
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
47KNew |
$932K - $991K
|
47K
$913K
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
46.9KNew |
$930K - $989K
|
46.9K
$912K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46.8KNew |
$927K - $986K
|
46.8K
$909K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.3K+ 46.97% |
$760K - $808K
|
120K
$2.33M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
31.5K+ 17.04% |
$624K - $664K
|
216K
$4.2M
|
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
26.4K+ 3.61% |
$523K - $556K
|
756K
$14.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
23.5KNew |
$465K - $495K
|
23.5K
$456K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.9KNew |
$434K - $462K
|
21.9K
$426K
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
20.4KNew |
$404K - $429K
|
20.4K
$396K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
18.2K+ 4.71% |
$361K - $384K
|
405K
$7.87M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
18.1K+ 4.45% |
$359K - $381K
|
425K
$8.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
18KNew |
$357K - $379K
|
18K
$350K
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
17KNew |
$338K - $359K
|
17K
$331K
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
16.6K+ 35.44% |
$328K - $349K
|
63.3K
$1.23M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
15.6KNew |
$308K - $328K
|
15.6K
$302K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.1KNew |
$299K - $318K
|
15.1K
$293K
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
14.3K+ 3.0% |
$284K - $302K
|
492K
$9.56M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.1K+ 8.09% |
$279K - $297K
|
188K
$3.66M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.3KNew |
$265K - $281K
|
13.3K
$259K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
13.3KNew |
$263K - $280K
|
13.3K
$258K
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
13.3KNew |
$263K - $279K
|
13.3K
$257K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2K+ 60.45% |
$262K - $278K
|
35K
$680K
|
|
|
Apr 05, 2022
Q1 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
13.1K+ 3.87% |
$260K - $277K
|
352K
$6.85M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$252K - $268K
|
12.7K
$247K
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.3KNew |
$243K - $259K
|
12.3K
$238K
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
12KNew |
$238K - $253K
|
12K
$234K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
11.9KNew |
$237K - $252K
|
11.9K
$232K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.4KNew |
$225K - $239K
|
11.4K
$221K
|