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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2K- 83.33% |
$43K - $45.1K
|
400
$9.06K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2K- 58.92% |
$43.1K - $45.1K
|
1.4K
$31.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.46K- 13.79% |
$52.9K - $55.4K
|
15.4K
$348K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.66K- 18.85% |
$57.3K - $60K
|
11.5K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5.21K- 3.87% |
$112K - $118K
|
130K
$2.93M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.38K- 14.88% |
$116K - $121K
|
30.8K
$697K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.04K- 10.75% |
$130K - $136K
|
50.1K
$1.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-6.04K- 11.32% |
$130K - $136K
|
47.3K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.94K- 4.2% |
$149K - $156K
|
158K
$3.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-9.15K- 18.67% |
$197K - $206K
|
39.9K
$903K
|
|
|
Jan 24, 2023
Q4 2022
|
Paradiem, LLC
|
SELL
|
- |
-9.17K- 8.39% |
$197K - $207K
|
100K
$2.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-11.5K- 46.52% |
$248K - $259K
|
13.2K
$299K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19.5K- 31.38% |
$420K - $440K
|
42.7K
$967K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-20.1K- 6.64% |
$432K - $452K
|
282K
$6.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.7K- 49.05% |
$445K - $466K
|
21.5K
$486K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-24.9K- 14.8% |
$536K - $562K
|
144K
$3.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-26.3K- 37.61% |
$566K - $594K
|
43.7K
$989K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.6K- 4.58% |
$723K - $758K
|
700K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-36.5K- 8.44% |
$786K - $824K
|
396K
$8.98M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-37K- 29.34% |
$796K - $834K
|
89.1K
$2.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-45.7K- 14.85% |
$984K - $1.03M
|
262K
$5.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
SELL
|
- |
-64.5K- 61.75% |
$1.39M - $1.45M
|
40K
$904K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-66.3K- 9.16% |
$1.43M - $1.5M
|
658K
$14.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-117K- 75.93% |
$2.53M - $2.65M
|
37.2K
$843K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-124K- 67.38% |
$2.66M - $2.79M
|
59.8K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-128K- 15.42% |
$2.76M - $2.9M
|
705K
$16M
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-133K- 31.35% |
$2.86M - $3M
|
291K
$6.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-148K- 13.75% |
$3.19M - $3.35M
|
931K
$21.1M
|