Purchases and Sales Made in Q4 2022 in Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.8K+ 31.61% |
$437K - $459K
|
99.2K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.7KNew |
$435K - $457K
|
23.7K
$461K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
23.3K+ 5.41% |
$427K - $448K
|
454K
$8.82M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
21.8K+ 42.09% |
$400K - $419K
|
73.6K
$1.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.3KNew |
$372K - $390K
|
20.3K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20K+ 694.54% |
$366K - $384K
|
22.8K
$444K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
19.6KNew |
$360K - $378K
|
19.6K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
19.3KNew |
$354K - $372K
|
19.3K
$375K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.2K+ 275.53% |
$352K - $369K
|
26.2K
$508K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.7KNew |
$342K - $359K
|
18.7K
$363K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
18.6KNew |
$340K - $357K
|
18.6K
$361K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
16.3K+ 943.36% |
$298K - $313K
|
18K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.1K+ 8.27% |
$296K - $311K
|
211K
$4.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
16KNew |
$293K - $308K
|
16K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8KNew |
$289K - $304K
|
15.8K
$307K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
15.7KNew |
$288K - $302K
|
15.7K
$305K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
13.2KNew |
$241K - $253K
|
13.2K
$256K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13.2KNew |
$241K - $253K
|
13.2K
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 98.51% |
$241K - $253K
|
26.5K
$515K
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
13.1K+ 6.47% |
$240K - $252K
|
215K
$4.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.9KNew |
$236K - $248K
|
12.9K
$250K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.7KNew |
$232K - $244K
|
12.7K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.4KNew |
$228K - $239K
|
12.4K
$242K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
12.3K+ 47.05% |
$225K - $237K
|
38.4K
$747K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
11.2KNew |
$206K - $216K
|
11.2K
$218K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.1KNew |
$203K - $213K
|
11.1K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10.5K+ 13.6% |
$192K - $202K
|
87.6K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
8.62K+ 9.51% |
$158K - $166K
|
99.3K
$1.93M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
7.6K+ 98.12% |
$139K - $146K
|
15.4K
$298K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.42K+ 27.93% |
$136K - $143K
|
34K
$661K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
6.54KNew |
$120K - $126K
|
6.54K
$127K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.51K+ 7.28% |
$119K - $125K
|
95.8K
$1.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.19K+ 28.38% |
$114K - $119K
|
28K
$545K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.88K+ 4.02% |
$89.5K - $93.9K
|
126K
$2.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4.78KNew |
$87.7K - $92K
|
4.78K
$92.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
4.65K+ 16.71% |
$85.3K - $89.5K
|
32.5K
$631K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.27K+ 39.21% |
$78.2K - $82.1K
|
15.1K
$294K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.73KNew |
$68.5K - $71.9K
|
3.73K
$72.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.51KNew |
$64.4K - $67.6K
|
3.51K
$68.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.05K+ 84.54% |
$55.9K - $58.7K
|
6.65K
$129K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.71K+ 4.1% |
$49.7K - $52.1K
|
68.7K
$1.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.24KNew |
$41.1K - $43.1K
|
2.24K
$43.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.94K+ 679.3% |
$35.5K - $37.3K
|
2.22K
$43.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.73K+ 13.4% |
$31.8K - $33.4K
|
14.7K
$285K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.72K+ 3.52% |
$31.6K - $33.1K
|
50.7K
$985K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.59K+ 154.33% |
$29.1K - $30.5K
|
2.61K
$50.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.39K+ 4.45% |
$25.5K - $26.8K
|
32.7K
$636K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.31KNew |
$23.9K - $25.1K
|
1.31K
$25.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1KNew |
$18.3K - $19.3K
|
1K
$19.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
842+ 9.84% |
$15.4K - $16.2K
|
9.4K
$183K
|