Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
604K+ 427.85% |
$13M - $13.6M
|
746K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
596K+ 3835.25% |
$12.8M - $13.4M
|
612K
$13.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
220K+ 1255.95% |
$4.73M - $4.95M
|
237K
$5.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
186K+ 131.65% |
$4M - $4.19M
|
327K
$7.41M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
180KNew |
$3.88M - $4.06M
|
180K
$4.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
134K+ 71.1% |
$2.89M - $3.03M
|
324K
$7.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
133K+ 32.86% |
$2.86M - $2.99M
|
537K
$12.1M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
104KNew |
$2.23M - $2.34M
|
104K
$2.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
97.3KNew |
$2.09M - $2.19M
|
97.3K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
96.5K+ 57.99% |
$2.08M - $2.18M
|
263K
$5.95M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
94.6KNew |
$2.04M - $2.13M
|
94.6K
$2.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
92.8K+ 800.68% |
$2M - $2.09M
|
104K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
74.6K+ 132.98% |
$1.61M - $1.68M
|
131K
$2.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.4K+ 18.85% |
$1.39M - $1.45M
|
406K
$9.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
56.2KNew |
$1.21M - $1.27M
|
56.2K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.7KNew |
$1.14M - $1.19M
|
52.7K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.6K+ 61.3% |
$1.09M - $1.14M
|
133K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49.8KNew |
$1.07M - $1.12M
|
49.8K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.3K+ 30.43% |
$976K - $1.02M
|
194K
$4.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
42.7K+ 123.84% |
$919K - $963K
|
77.2K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.6K+ 196.33% |
$809K - $847K
|
56.7K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.8K+ 19.14% |
$792K - $830K
|
229K
$5.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
36.7K+ 23.68% |
$789K - $827K
|
192K
$4.34M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
34.4K+ 197.66% |
$741K - $777K
|
51.9K
$1.17M
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
32.8K+ 17.4% |
$705K - $739K
|
221K
$5.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
29.9KNew |
$643K - $674K
|
29.9K
$677K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29.7KNew |
$639K - $670K
|
29.7K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25.3K+ 9.61% |
$545K - $571K
|
289K
$6.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
24.8KNew |
$534K - $559K
|
24.8K
$561K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
24.7KNew |
$532K - $557K
|
24.7K
$559K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.6K+ 41.69% |
$487K - $510K
|
76.9K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.3K+ 69568.75% |
$479K - $502K
|
22.3K
$505K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
19KNew |
$408K - $428K
|
19K
$430K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
19KNew |
$408K - $428K
|
19K
$430K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8K+ 26.56% |
$405K - $424K
|
89.7K
$2.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 87.02% |
$385K - $403K
|
38.4K
$869K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
16.6KNew |
$357K - $374K
|
16.6K
$376K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
16.3K+ 71.02% |
$351K - $368K
|
39.3K
$889K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
14.8KNew |
$319K - $334K
|
14.8K
$335K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.8K+ 80.67% |
$318K - $334K
|
33.1K
$750K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
14.6K+ 9.75% |
$314K - $329K
|
164K
$3.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
14.1KNew |
$303K - $318K
|
14.1K
$319K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
12.1KNew |
$260K - $273K
|
12.1K
$274K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11.6K+ 11.79% |
$250K - $262K
|
110K
$2.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
10.2K+ 6.67% |
$219K - $230K
|
163K
$3.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
9.8K+ 5.79% |
$211K - $221K
|
179K
$4.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8.25K+ 53.72% |
$177K - $186K
|
23.6K
$534K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
8K+ 39.87% |
$172K - $180K
|
28.1K
$636K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7.99K+ 163.65% |
$172K - $180K
|
12.9K
$291K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
7.39K+ 14.54% |
$159K - $167K
|
58.2K
$1.32M
|