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 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.3K+ 13.95% |
$205K - $218K
|
84.3K
$1.64M
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10.1K+ 2.19% |
$200K - $213K
|
471K
$9.15M
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
8.78K+ 13.15% |
$174K - $185K
|
75.6K
$1.47M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.42K+ 70.04% |
$147K - $156K
|
18K
$350K
|
|
May 06, 2022
Q1 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
6K+ 48.0% |
$119K - $126K
|
18.5K
$359K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.12K+ 4.76% |
$102K - $108K
|
113K
$2.19M
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.9K+ 11.43% |
$97.1K - $103K
|
47.8K
$928K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.5K+ 45.0% |
$89.2K - $94.9K
|
14.5K
$282K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.14K+ 7.61% |
$82.1K - $87.3K
|
58.6K
$1.14M
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.99K+ 12.89% |
$79K - $84K
|
34.9K
$678K
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
3.98K+ 15.71% |
$78.8K - $83.8K
|
29.3K
$569K
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
3.82K+ 5.0% |
$75.6K - $80.4K
|
80.1K
$1.56M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.72K+ 7.48% |
$73.7K - $78.4K
|
53.4K
$1.04M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.65K+ 6.18% |
$72.4K - $77K
|
62.8K
$1.22M
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
2.99K+ 3.21% |
$59.3K - $63K
|
96.2K
$1.87M
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.85K+ 3.06% |
$56.5K - $60.1K
|
96K
$1.87M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.44K+ 23.97% |
$48.4K - $51.5K
|
12.6K
$246K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.38KNew |
$47.2K - $50.2K
|
2.38K
$46.2K
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.3K+ 10.91% |
$45.6K - $48.5K
|
23.4K
$455K
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
2.23K+ 42.62% |
$44.1K - $46.9K
|
7.45K
$145K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.14K+ 32.02% |
$42.3K - $45K
|
8.8K
$171K
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.12K+ 5.96% |
$41.9K - $44.6K
|
37.6K
$731K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.02K+ 2.98% |
$40K - $42.6K
|
69.9K
$1.36M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.83K+ 4.19% |
$36.3K - $38.6K
|
45.5K
$885K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.76K+ 16.26% |
$34.8K - $37K
|
12.6K
$244K
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.69K+ 4.55% |
$33.5K - $35.7K
|
38.9K
$756K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.3KNew |
$25.7K - $27.3K
|
1.3K
$25.2K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.18K+ 7.47% |
$23.3K - $24.8K
|
16.9K
$328K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
987+ 8.74% |
$19.6K - $20.8K
|
12.3K
$239K
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
916+ 0.36% |
$18.2K - $19.3K
|
257K
$5M
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
626+ 1.61% |
$12.4K - $13.2K
|
39.5K
$767K
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
490+ 3.17% |
$9.71K - $10.3K
|
16K
$310K
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
390+ 1.0% |
$7.73K - $8.22K
|
39.5K
$768K
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
307+ 0.99% |
$6.08K - $6.47K
|
31.4K
$610K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
284+ 8.02% |
$5.63K - $5.99K
|
3.83K
$74.4K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
205+ 3.84% |
$4.06K - $4.32K
|
5.54K
$108K
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
181+ 1.57% |
$3.59K - $3.82K
|
11.7K
$228K
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
152+ 0.04% |
$3.01K - $3.2K
|
363K
$7.05M
|
|
Apr 29, 2022
Q1 2022
|
Retirement Solution Inc.
|
BUY
|
- |
48+ 0.47% |
$951 - $1.01K
|
10.3K
$201K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
44+ 0.33% |
$872 - $928
|
13.4K
$261K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7+ 0.04% |
$139 - $148
|
19.7K
$382K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4+ 0.02% |
$79.3 - $84.3
|
17.9K
$347K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-57- 3.16% |
$1.13K - $1.2K
|
1.75K
$33.9K
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-127Closed |
$2.52K - $2.68K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-194- 0.6% |
$3.85K - $4.09K
|
32K
$621K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-195- 10.81% |
$3.86K - $4.11K
|
1.61K
$31.3K
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-205- 2.28% |
$4.06K - $4.32K
|
8.79K
$171K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-218- 0.68% |
$4.32K - $4.6K
|
31.7K
$616K
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-298- 1.12% |
$5.91K - $6.28K
|
26.4K
$513K
|