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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6K- 9.08% |
$129K - $138K
|
60.1K
$1.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-6.54K- 5.17% |
$141K - $150K
|
120K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.81K- 0.92% |
$147K - $156K
|
734K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.09K- 27.86% |
$153K - $163K
|
18.3K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-7.32K- 21.66% |
$158K - $168K
|
26.5K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8K- 33.96% |
$172K - $183K
|
15.6K
$353K
|
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-11.3K- 10.05% |
$244K - $259K
|
101K
$2.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.5K- 50.66% |
$270K - $288K
|
12.2K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19.7K- 24.05% |
$425K - $452K
|
62.2K
$1.41M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-36.4K- 10.57% |
$784K - $835K
|
308K
$6.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.1K- 20.8% |
$843K - $897K
|
149K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.3K- 40.97% |
$1.23M - $1.31M
|
82.5K
$1.87M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-61.4K- 16.9% |
$1.32M - $1.41M
|
302K
$6.85M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-88.2K- 89.09% |
$1.9M - $2.02M
|
10.8K
$245K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-88.2K- 89.09% |
$1.9M - $2.02M
|
10.8K
$245K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-97.9K- 16.48% |
$2.11M - $2.25M
|
496K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-195K- 18.94% |
$4.19M - $4.47M
|
833K
$18.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-206K- 55.05% |
$4.45M - $4.73M
|
168K
$3.82M
|