Purchases and Sales Made in Q2 2022 in Invesco Et Self Idxd Fd Tr Bul (BSJN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJN) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
573K+ 350.06% |
$13.2M - $14.1M
|
737K
$0
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
195K+ 1110.74% |
$4.48M - $4.8M
|
213K
$0
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
165K+ 19.01% |
$3.77M - $4.05M
|
1.03M
$0
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
94.1KNew |
$2.16M - $2.31M
|
94.1K
$0
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
75.9K+ 53.26% |
$1.74M - $1.87M
|
219K
$0
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
72.4KNew |
$1.66M - $1.78M
|
72.4K
$0
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
66.8K+ 111.72% |
$1.53M - $1.64M
|
127K
$0
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
59.4KNew |
$1.36M - $1.46M
|
59.4K
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.6K+ 7.37% |
$978K - $1.05M
|
620K
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.4K+ 18.03% |
$949K - $1.02M
|
271K
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.5K+ 7.94% |
$838K - $898K
|
497K
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.6K+ 19.14% |
$749K - $803K
|
203K
$0
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.1K+ 5.93% |
$714K - $765K
|
556K
$0
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
31.1KNew |
$713K - $764K
|
31.1K
$0
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
27.8KNew |
$638K - $684K
|
27.8K
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.5K+ 86.01% |
$586K - $628K
|
55.3K
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
21.5K+ 1.5% |
$492K - $528K
|
1.46M
$0
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
BUY
|
- |
21.1K+ 145.52% |
$485K - $519K
|
35.6K
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
19.2K+ 26.07% |
$439K - $471K
|
92.6K
$0
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
18.5KNew |
$424K - $454K
|
18.5K
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.9K+ 198.23% |
$389K - $417K
|
25.5K
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
16.2K+ 9.39% |
$371K - $397K
|
188K
$0
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
16KNew |
$366K - $393K
|
16K
$0
|
|
Jul 11, 2022
Q2 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
15.1K+ 74.46% |
$345K - $370K
|
35.3K
$0
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.7K+ 12.44% |
$291K - $312K
|
115K
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1K+ 4.02% |
$255K - $273K
|
287K
$0
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
BUY
|
- |
10.9K+ 8.61% |
$250K - $268K
|
138K
$0
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
10KNew |
$229K - $246K
|
10K
$0
|
|
Aug 09, 2022
Q2 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
9.82KNew |
$225K - $242K
|
9.82K
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8.75KNew |
$201K - $215K
|
8.75K
$0
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
8.41K+ 2.26% |
$193K - $207K
|
380K
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.29K+ 28.54% |
$144K - $155K
|
28.3K
$0
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.82K+ 35.47% |
$134K - $143K
|
22.2K
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.8K+ 48.67% |
$110K - $118K
|
14.7K
$0
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
4.42K+ 3.64% |
$101K - $109K
|
126K
$0
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.31K+ 28.22% |
$98.8K - $106K
|
19.6K
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.71K+ 4.94% |
$85.1K - $91.3K
|
78.8K
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.41K+ 24.03% |
$78.1K - $83.8K
|
17.6K
$0
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.37KNew |
$77.2K - $82.8K
|
3.37K
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.03K+ 1.92% |
$69.5K - $74.5K
|
161K
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3KNew |
$68.8K - $73.8K
|
3K
$0
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.85K+ 1.77% |
$42.4K - $45.5K
|
107K
$0
|
|
Aug 10, 2022
Q2 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.29K+ 0.36% |
$29.5K - $31.6K
|
360K
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15KNew |
$26.3K - $28.2K
|
1.15K
$0
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
1.1K+ 0.94% |
$25.3K - $27.1K
|
118K
$0
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
935New |
$21.4K - $23K
|
935
$0
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
935New |
$21.4K - $23K
|
935
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
800+ 6.73% |
$18.4K - $19.7K
|
12.7K
$0
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
793+ 6.77% |
$18.2K - $19.5K
|
12.5K
$0
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
749+ 1.6% |
$17.2K - $18.4K
|
47.5K
$0
|