Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
402K+ 59.33% |
$8.72M - $9.62M
|
1.08M
$24.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
402K+ 59.33% |
$8.72M - $9.62M
|
1.08M
$24.5M
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
385KNew |
$8.35M - $9.22M
|
385K
$8.74M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
363K+ 288473.81% |
$7.88M - $8.69M
|
364K
$8.25M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
255K+ 284.11% |
$5.52M - $6.09M
|
344K
$7.81M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
227KNew |
$4.92M - $5.42M
|
227K
$5.14M
|
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
217K+ 111413.33% |
$4.71M - $5.2M
|
217K
$4.93M
|
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
92.2KNew |
$2M - $2.21M
|
92.2K
$2.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.1K+ 27.94% |
$1.22M - $1.34M
|
257K
$5.82M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
45.7KNew |
$990K - $1.09M
|
45.7K
$1.04M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.9K+ 118.98% |
$779K - $860K
|
66.1K
$1.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.9K+ 15.13% |
$779K - $859K
|
273K
$6.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.8K+ 24.72% |
$669K - $738K
|
156K
$3.53M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
29.4K+ 28.9% |
$637K - $703K
|
131K
$2.97M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
27.3K+ 23.73% |
$592K - $653K
|
142K
$3.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.9K+ 32.69% |
$562K - $620K
|
105K
$2.38M
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
23.1K+ 5.77% |
$500K - $552K
|
423K
$9.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
21K+ 61.99% |
$455K - $502K
|
54.9K
$1.24M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19K+ 90.95% |
$412K - $455K
|
39.9K
$905K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19KNew |
$411K - $454K
|
19K
$430K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.9K+ 2.48% |
$388K - $428K
|
741K
$16.8M
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
16.7KNew |
$363K - $401K
|
16.7K
$380K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.2K+ 12.52% |
$352K - $388K
|
146K
$3.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
15.7K+ 4.19% |
$339K - $374K
|
390K
$8.84M
|
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
BUY
|
- |
14.4K+ 11.4% |
$312K - $345K
|
141K
$3.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
13.5KNew |
$293K - $323K
|
13.5K
$306K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
13.1KNew |
$285K - $314K
|
13.1K
$298K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12.6KNew |
$274K - $302K
|
12.6K
$287K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12.6KNew |
$272K - $301K
|
12.6K
$285K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11K+ 77.46% |
$239K - $264K
|
25.3K
$574K
|
|
|
Feb 13, 2025
Q2 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.81K+ 29.41% |
$169K - $187K
|
34.4K
$780K
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.46K+ 68.2% |
$162K - $178K
|
18.4K
$417K
|
|
|
Aug 15, 2022
Q2 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
7.17K+ 5.16% |
$155K - $171K
|
146K
$3.31M
|
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
6.47K+ 6.1% |
$140K - $155K
|
113K
$2.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.4K+ 4.32% |
$139K - $153K
|
155K
$3.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.25K+ 26.94% |
$114K - $126K
|
24.7K
$561K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.98K+ 5.85% |
$108K - $119K
|
90.2K
$2.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4KNew |
$86.7K - $95.7K
|
4K
$90.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.88K+ 26.84% |
$84.1K - $92.8K
|
18.3K
$416K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.41KNew |
$73.8K - $81.5K
|
3.41K
$77.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.56K+ 4.24% |
$55.6K - $61.3K
|
63K
$1.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.34K+ 1.7% |
$50.7K - $56K
|
140K
$3.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
2.12K+ 2.43% |
$46K - $50.8K
|
89.4K
$2.03M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.1KNew |
$45.5K - $50.2K
|
2.1K
$47.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.82KNew |
$39.4K - $43.4K
|
1.82K
$41.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.63K+ 0.68% |
$35.3K - $39K
|
242K
$5.48M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.39K+ 7.41% |
$30K - $33.1K
|
20.1K
$455K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.24K+ 5.44% |
$26.8K - $29.6K
|
24K
$545K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
977New |
$21.2K - $23.4K
|
977
$22.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
977New |
$21.2K - $23.4K
|
977
$22.2K
|