Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
263K+ 190.97% |
$5.71M - $5.93M
|
401K
$9.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
178KNew |
$3.86M - $4.01M
|
178K
$4.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
147K+ 21.32% |
$3.2M - $3.32M
|
838K
$19.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
124K+ 109.78% |
$2.7M - $2.8M
|
238K
$5.48M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
124KNew |
$2.68M - $2.79M
|
124K
$2.85M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
91.4KNew |
$1.98M - $2.06M
|
91.4K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.1K+ 306.02% |
$1.78M - $1.85M
|
109K
$2.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.4K+ 29.28% |
$1.72M - $1.79M
|
350K
$8.09M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
71.4KNew |
$1.55M - $1.61M
|
71.4K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
69.5KNew |
$1.51M - $1.57M
|
69.5K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.8KNew |
$1.45M - $1.51M
|
66.8K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.4K+ 20.61% |
$1.22M - $1.27M
|
330K
$7.62M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
46.5KNew |
$1.01M - $1.05M
|
46.5K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
32.3K+ 17.27% |
$702K - $729K
|
220K
$5.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
28.4K+ 66.05% |
$617K - $641K
|
71.5K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.1K+ 9.28% |
$588K - $611K
|
319K
$7.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.8K+ 42.31% |
$496K - $515K
|
76.9K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
21KNew |
$457K - $475K
|
21K
$486K
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
20.1K+ 4.04% |
$437K - $454K
|
518K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.2K+ 203.15% |
$418K - $434K
|
28.7K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
17.8K+ 62.77% |
$387K - $402K
|
46.3K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.8K+ 16.31% |
$387K - $402K
|
127K
$2.93M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
15.8KNew |
$343K - $356K
|
15.8K
$365K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15.8KNew |
$342K - $355K
|
15.8K
$364K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.1K+ 37.59% |
$306K - $318K
|
51.6K
$1.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
14KNew |
$305K - $317K
|
14K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.5KNew |
$294K - $305K
|
13.5K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11.3KNew |
$246K - $256K
|
11.3K
$262K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
10.8KNew |
$235K - $244K
|
10.8K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.4KNew |
$227K - $235K
|
10.4K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.2KNew |
$221K - $230K
|
10.2K
$235K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1KNew |
$220K - $228K
|
10.1K
$234K
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
9.4K+ 34.92% |
$204K - $212K
|
36.3K
$838K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
9.37KNew |
$203K - $211K
|
9.37K
$216K
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
9.06KNew |
$197K - $204K
|
9.06K
$209K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.54K+ 12.99% |
$185K - $192K
|
74.2K
$1.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.89KNew |
$171K - $178K
|
7.89K
$182K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.89KNew |
$150K - $155K
|
6.89K
$159K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
6.12K+ 24.21% |
$133K - $138K
|
31.4K
$725K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
6.03K+ 3.92% |
$131K - $136K
|
160K
$3.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
6.02K+ 48.14% |
$131K - $136K
|
18.5K
$427K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.61K+ 29.2% |
$122K - $127K
|
24.8K
$573K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.39K+ 94.93% |
$117K - $121K
|
11.1K
$255K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.37K+ 15.59% |
$117K - $121K
|
39.8K
$919K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 8.09% |
$105K - $109K
|
64.8K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.47K+ 3.58% |
$75.2K - $78.2K
|
100K
$2.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.75K+ 2.7% |
$59.6K - $61.9K
|
104K
$2.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.1K+ 2.94% |
$45.5K - $47.3K
|
73.4K
$1.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.25KNew |
$27.2K - $28.2K
|
1.25K
$28.9K
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.14K+ 0.99% |
$24.7K - $25.7K
|
116K
$2.67M
|