Purchases and Sales Made in Q1 2022 in Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO) 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 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.13M+ 1155.89% |
$26.3M - $28.1M
|
1.22M
$27.7M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
303K+ 34.16% |
$7.1M - $7.57M
|
1.19M
$27M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
298K+ 33.34% |
$6.98M - $7.44M
|
1.19M
$27M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 29.91% |
$3.65M - $3.89M
|
678K
$15.3M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
108K+ 907.82% |
$2.53M - $2.7M
|
120K
$2.72M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
108K+ 907.82% |
$2.53M - $2.7M
|
120K
$2.72M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
106K+ 332.47% |
$2.47M - $2.64M
|
137K
$3.11M
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
92.4K+ 233.49% |
$2.16M - $2.31M
|
132K
$2.99M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88.6K+ 8881.16% |
$2.07M - $2.21M
|
89.6K
$2.03M
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
87.3KNew |
$2.04M - $2.18M
|
87.3K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.2KNew |
$1.57M - $1.68M
|
67.2K
$1.52M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
62.5K+ 78.35% |
$1.46M - $1.56M
|
142K
$3.22M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
60.5KNew |
$1.42M - $1.51M
|
60.5K
$1.37M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
59.8K+ 33.66% |
$1.4M - $1.49M
|
237K
$5.38M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.5K+ 325.44% |
$1.13M - $1.21M
|
63.4K
$1.43M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
47.9KNew |
$1.12M - $1.2M
|
47.9K
$1.08M
|
|
|
May 06, 2022
Q1 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
47.7K+ 14.62% |
$1.12M - $1.19M
|
374K
$8.47M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
45.7KNew |
$1.07M - $1.14M
|
45.7K
$1.03M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
41.4KNew |
$968K - $1.03M
|
41.4K
$937K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.3K+ 42.62% |
$873K - $931K
|
125K
$2.83M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
33.9KNew |
$793K - $846K
|
33.9K
$767K
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
32.6K+ 169.46% |
$763K - $813K
|
51.8K
$1.17M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
30.2K+ 25.63% |
$707K - $754K
|
148K
$3.35M
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
26.3K+ 7.5% |
$615K - $655K
|
376K
$8.52M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.4KNew |
$595K - $634K
|
25.4K
$575K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
21.2K+ 53.98% |
$496K - $529K
|
60.4K
$1.37M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.9KNew |
$489K - $522K
|
20.9K
$473K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
20.6K+ 12.23% |
$482K - $514K
|
189K
$4.28M
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
20.3K+ 5.34% |
$475K - $506K
|
400K
$9.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
19.8K+ 18.54% |
$463K - $494K
|
126K
$2.86M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.5KNew |
$456K - $487K
|
19.5K
$441K
|
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
18.6K+ 15.48% |
$435K - $464K
|
139K
$3.14M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.5KNew |
$339K - $361K
|
14.5K
$327K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.5K+ 1.91% |
$317K - $338K
|
723K
$16.4M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.4K+ 6.6% |
$290K - $310K
|
200K
$4.54M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
11.6K+ 90.6% |
$271K - $289K
|
24.3K
$551K
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
10.4K+ 8.82% |
$244K - $260K
|
128K
$2.91M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.46K+ 8.07% |
$221K - $236K
|
127K
$2.87M
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
9.05KNew |
$212K - $226K
|
9.05K
$205K
|
|
|
Apr 25, 2022
Q1 2022
|
Ti Trust, Inc
|
BUY
|
- |
8.94KNew |
$209K - $223K
|
8.94K
$202K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.36KNew |
$196K - $209K
|
8.36K
$189K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.93K+ 6.51% |
$186K - $198K
|
130K
$2.94M
|
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
6.89K+ 6.94% |
$161K - $172K
|
106K
$2.4M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.5K+ 4.37% |
$152K - $162K
|
155K
$3.52M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.1K+ 7.76% |
$143K - $152K
|
84.8K
$1.92M
|
|
|
Apr 29, 2022
Q1 2022
|
Retirement Solution Inc.
|
BUY
|
- |
5.97K+ 11.97% |
$140K - $149K
|
55.8K
$1.26M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.5K+ 19.34% |
$129K - $137K
|
33.9K
$768K
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.67KNew |
$109K - $117K
|
4.67K
$106K
|
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.3K+ 26.03% |
$53.9K - $57.5K
|
11.2K
$253K
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
1.96K+ 3.93% |
$45.9K - $49K
|
51.8K
$1.17M
|