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 |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-328- 0.69% |
$6.5K - $6.91K
|
47.1K
$916K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-509- 1.81% |
$10.1K - $10.7K
|
27.5K
$535K
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-559- 1.16% |
$11.1K - $11.8K
|
47.5K
$924K
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-960- 5.19% |
$19K - $20.2K
|
17.5K
$340K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-981Closed |
$19.4K - $20.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-983- 4.23% |
$19.5K - $20.7K
|
22.2K
$432K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1KClosed |
$19.8K - $21.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.05K- 4.88% |
$20.8K - $22.1K
|
20.4K
$396K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.1KClosed |
$21.8K - $23.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.18K- 6.18% |
$23.3K - $24.8K
|
17.9K
$348K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.28KClosed |
$25.4K - $27K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.49K- 7.28% |
$29.4K - $31.3K
|
18.9K
$367K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.74K- 14.43% |
$34.5K - $36.7K
|
10.3K
$200K
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-2.24K- 7.23% |
$44.4K - $47.2K
|
28.7K
$558K
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.38K- 4.63% |
$47.2K - $50.2K
|
49K
$952K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.94KClosed |
$58.4K - $62.1K
|
0
$0
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.95K- 80.82% |
$58.5K - $62.2K
|
700
$13.6K
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.11K- 1.41% |
$61.6K - $65.6K
|
218K
$4.24M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.75KClosed |
$74.3K - $79.1K
|
0
$0
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.83K- 18.08% |
$95.8K - $102K
|
21.9K
$426K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.32KClosed |
$105K - $112K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.62K- 2.96% |
$111K - $118K
|
184K
$3.57M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.63K- 33.57% |
$112K - $119K
|
11.1K
$217K
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.07K- 7.61% |
$160K - $170K
|
98K
$1.9M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8.62K- 41.98% |
$171K - $182K
|
11.9K
$231K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.57K- 40.99% |
$190K - $202K
|
13.8K
$268K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.8KClosed |
$194K - $206K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-11.2KClosed |
$222K - $236K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15.1K- 42.96% |
$299K - $319K
|
20.1K
$390K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.4K- 41.28% |
$344K - $366K
|
24.7K
$480K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-19.7K- 4.43% |
$390K - $415K
|
425K
$8.26M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5KClosed |
$445K - $473K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-22.5K- 8.87% |
$445K - $474K
|
231K
$4.49M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-33.5K- 12.69% |
$663K - $706K
|
230K
$4.48M
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-37.6K- 39.83% |
$745K - $793K
|
56.8K
$1.1M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41.9KClosed |
$830K - $883K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43.9K- 5.13% |
$870K - $925K
|
812K
$15.8M
|
|
May 04, 2022
Q1 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-45.7K- 3.21% |
$906K - $963K
|
1.38M
$26.8M
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-62.3K- 12.83% |
$1.23M - $1.31M
|
423K
$8.22M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-75.1K- 15.89% |
$1.49M - $1.58M
|
397K
$7.72M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-80.5K- 3.97% |
$1.59M - $1.7M
|
1.95M
$37.8M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-106KClosed |
$2.11M - $2.24M
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-109K- 5.31% |
$2.16M - $2.3M
|
1.95M
$37.8M
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-147K- 81.95% |
$2.92M - $3.11M
|
32.5K
$631K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-174KClosed |
$3.46M - $3.68M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-283KClosed |
$5.6M - $5.96M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-333KClosed |
$6.61M - $7.03M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-558KClosed |
$11.1M - $11.8M
|
0
$0
|