Purchases and Sales Made in Q3 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 Q3 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 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.72K+ 542.63% |
$58.7K - $62.5K
|
3.23K
$73.2K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.5K+ 119.05% |
$53.9K - $57.4K
|
4.6K
$104K
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
2.21K+ 2.47% |
$47.7K - $50.8K
|
91.6K
$2.08M
|
|
|
Oct 17, 2022
Q3 2022
|
Retirement Solution Inc.
|
BUY
|
- |
1.41K+ 2.71% |
$30.3K - $32.3K
|
53.3K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.41KNew |
$30.3K - $32.3K
|
1.41K
$31.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.23K+ 2.23% |
$26.4K - $28.1K
|
56.1K
$1.27M
|
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
675+ 4.03% |
$14.5K - $15.5K
|
17.4K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
542+ 0.52% |
$11.7K - $12.4K
|
106K
$2.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500+ 12.5% |
$10.8K - $11.5K
|
4.5K
$102K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
400+ 1.64% |
$8.62K - $9.18K
|
24.7K
$561K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
209+ 1.04% |
$4.5K - $4.79K
|
20.3K
$460K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
99New |
$2.13K - $2.27K
|
99
$2.25K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
36+ 0.23% |
$776 - $826
|
15.9K
$360K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
27+ 0.04% |
$582 - $619
|
63.1K
$1.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.72% |
$280 - $298
|
1.83K
$41.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Paradiem, LLC
|
BUY
|
- |
13+ 0.01% |
$280 - $298
|
109K
$2.48M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.23% |
$172 - $184
|
3.4K
$77.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21- 0.12% |
$453 - $482
|
17.5K
$397K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-72- 0.17% |
$1.55K - $1.65K
|
42.1K
$955K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-78- 0.33% |
$1.68K - $1.79K
|
23.3K
$529K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-81- 0.76% |
$1.75K - $1.86K
|
10.6K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-84- 0.46% |
$1.81K - $1.93K
|
18K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 2.4% |
$2.16K - $2.29K
|
4.07K
$92.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-114- 0.8% |
$2.46K - $2.62K
|
14.1K
$319K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-374- 15.81% |
$8.06K - $8.58K
|
1.99K
$45.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-397- 7.52% |
$8.56K - $9.11K
|
4.88K
$111K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-489- 2.2% |
$10.5K - $11.2K
|
21.7K
$492K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-502- 2.24% |
$10.8K - $11.5K
|
21.9K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-530- 1.46% |
$11.4K - $12.2K
|
35.9K
$813K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-581- 3.16% |
$12.5K - $13.3K
|
17.8K
$404K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-750- 3.08% |
$16.2K - $17.2K
|
23.6K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-921- 0.09% |
$19.8K - $21.1K
|
1.08M
$24.5M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-977Closed |
$21.1K - $22.4K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.02K- 2.16% |
$22K - $23.4K
|
46.2K
$1.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.06K- 2.84% |
$22.8K - $24.2K
|
36.2K
$820K
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.14K- 4.75% |
$24.6K - $26.2K
|
22.9K
$519K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 1.81% |
$32K - $34K
|
80.3K
$1.82M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2K- 83.33% |
$43.1K - $45.9K
|
400
$9.07K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.17K- 7.76% |
$46.7K - $49.7K
|
25.7K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.45K- 11.33% |
$52.7K - $56.1K
|
19.1K
$434K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.8K- 5.4% |
$60.3K - $64.2K
|
49K
$1.11M
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.86K- 2.08% |
$61.7K - $65.6K
|
135K
$3.06M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.03K- 7.31% |
$65.2K - $69.4K
|
38.3K
$870K
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-3.34K- 4.56% |
$72.1K - $76.7K
|
70K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-3.78K- 7.21% |
$81.4K - $86.6K
|
48.6K
$1.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.86K- 16.13% |
$83.2K - $88.5K
|
20.1K
$455K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.89K- 14.23% |
$105K - $112K
|
29.5K
$668K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5K- 3.81% |
$108K - $115K
|
126K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.04K- 5.59% |
$109K - $116K
|
85.1K
$1.93M
|