Purchases and Sales Made in Q3 2022 in Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP) during Q3 2022. The information is specifically focused on institutions that hold shares of INVESCO ET SF IDXD FD TR BULLE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
215+ 1.83% |
$4.66K - $4.96K
|
12K
$276K
|
|
Oct 17, 2022
Q3 2022
|
Retirement Solution Inc.
|
BUY
|
- |
160+ 1.36% |
$3.47K - $3.69K
|
11.9K
$275K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
101New |
$2.19K - $2.33K
|
101
$2.33K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45+ 0.48% |
$975 - $1.04K
|
9.47K
$218K
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
34+ 0.15% |
$737 - $785
|
23.4K
$540K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
28+ 0.17% |
$607 - $647
|
16.6K
$383K
|
|
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
|
- |
-9- 0.26% |
$195 - $208
|
3.4K
$78.5K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22- 0.09% |
$477 - $508
|
24.3K
$560K
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-35- 0.14% |
$758 - $808
|
25.2K
$581K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-100- 59.17% |
$2.17K - $2.31K
|
69
$1.59K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-125- 0.27% |
$2.71K - $2.89K
|
46.4K
$1.07M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-125- 0.59% |
$2.71K - $2.89K
|
20.9K
$483K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-125- 0.27% |
$2.71K - $2.89K
|
46.4K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-453- 3.13% |
$9.82K - $10.5K
|
14K
$323K
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-954- 1.7% |
$20.7K - $22K
|
55.2K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.04K- 0.75% |
$22.5K - $23.9K
|
137K
$3.16M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.06K- 2.84% |
$22.9K - $24.4K
|
36.2K
$834K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.08K- 2.25% |
$23.4K - $25K
|
46.9K
$1.08M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.45KClosed |
$31.5K - $33.5K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.53K- 0.54% |
$33.1K - $35.3K
|
280K
$6.47M
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.58K- 5.54% |
$34.2K - $36.5K
|
26.9K
$621K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.82K- 0.21% |
$39.5K - $42.1K
|
883K
$20.4M
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.02K- 7.23% |
$43.9K - $46.7K
|
26K
$599K
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.94K- 2.12% |
$63.8K - $68K
|
136K
$3.14M
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-3.06K- 2.55% |
$66.3K - $70.6K
|
117K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.97K- 12.64% |
$86.1K - $91.7K
|
27.4K
$633K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.41K- 2.8% |
$117K - $125K
|
188K
$4.33M
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-8.11K- 7.4% |
$176K - $187K
|
102K
$2.34M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.18K- 34.28% |
$177K - $189K
|
15.7K
$362K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.9K- 51.27% |
$627K - $668K
|
27.5K
$634K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-101K- 14.21% |
$2.18M - $2.32M
|
608K
$14M
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-154K- 53.27% |
$3.33M - $3.55M
|
135K
$3.11M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-183K- 20.9% |
$3.96M - $4.21M
|
691K
$15.9M
|