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 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.14K+ 5.44% |
$24.7K - $25.6K
|
22.1K
$509K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.09KNew |
$23.6K - $24.5K
|
1.09K
$25.1K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02KNew |
$22.1K - $22.9K
|
1.02K
$23.4K
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
772+ 6.87% |
$16.8K - $17.4K
|
12K
$277K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
671+ 1.22% |
$14.6K - $15.1K
|
55.7K
$1.28M
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
264+ 2.14% |
$5.73K - $5.95K
|
12.6K
$290K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
239+ 5.98% |
$5.19K - $5.39K
|
4.24K
$97.8K
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
203+ 1.17% |
$4.41K - $4.58K
|
17.5K
$404K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
185+ 1.55% |
$4.02K - $4.17K
|
12.2K
$280K
|
|
Jan 20, 2023
Q4 2022
|
Retirement Solution Inc.
|
BUY
|
- |
185+ 1.55% |
$4.02K - $4.17K
|
12.1K
$279K
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
170+ 0.73% |
$3.69K - $3.83K
|
23.6K
$544K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
81New |
$1.76K - $1.83K
|
81
$1.87K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$478 - $496
|
22
$508
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
16+ 0.13% |
$347 - $361
|
12.8K
$295K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$21.7 - $22.6
|
13K
$300K
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-105- 0.46% |
$2.28K - $2.37K
|
22.7K
$525K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-278- 0.59% |
$6.04K - $6.27K
|
46.6K
$1.07M
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-448- 1.66% |
$9.73K - $10.1K
|
26.6K
$613K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-992- 13.65% |
$21.5K - $22.4K
|
6.28K
$145K
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 8.77% |
$21.7K - $22.6K
|
10.4K
$240K
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-1.01K- 1.83% |
$21.9K - $22.8K
|
54.2K
$1.25M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.03K- 4.23% |
$22.3K - $23.1K
|
23.2K
$536K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.39K- 7.56% |
$30.1K - $31.2K
|
16.9K
$391K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.5K- 9.05% |
$32.6K - $33.9K
|
15.1K
$348K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.54K- 1.32% |
$33.5K - $34.8K
|
115K
$2.66M
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.6K- 5.81% |
$34.6K - $36K
|
25.8K
$596K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 11.71% |
$39.9K - $41.4K
|
13.9K
$320K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.87K- 2.47% |
$40.6K - $42.2K
|
74K
$1.71M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.89K- 5.22% |
$41K - $42.6K
|
34.3K
$790K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2K- 58.85% |
$43.5K - $45.1K
|
1.4K
$32.3K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.08K- 8.01% |
$45.2K - $46.9K
|
23.9K
$551K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.6K- 15.13% |
$56.5K - $58.7K
|
14.6K
$337K
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-4.6K- 12.75% |
$99.9K - $104K
|
31.5K
$726K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.97K- 3.63% |
$108K - $112K
|
132K
$3.05M
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-8.44K- 2.04% |
$183K - $190K
|
405K
$9.34M
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-9.59K- 7.06% |
$208K - $216K
|
126K
$2.92M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.93K- 6.87% |
$216K - $224K
|
135K
$3.11M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.8K- 19.14% |
$234K - $243K
|
45.5K
$1.05M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.7K- 1.91% |
$297K - $309K
|
703K
$16.2M
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-14.2K- 6.6% |
$307K - $319K
|
200K
$4.62M
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-22.2K- 16.47% |
$483K - $501K
|
113K
$2.6M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 13.77% |
$561K - $583K
|
162K
$3.74M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-29.3K- 17.59% |
$635K - $660K
|
137K
$3.16M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.4K- 41.44% |
$681K - $707K
|
44.3K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59K- 6.69% |
$1.28M - $1.33M
|
824K
$19M
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-61.4K- 16.85% |
$1.33M - $1.38M
|
303K
$6.99M
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-116K- 72.63% |
$2.52M - $2.62M
|
43.8K
$1.01M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-177K- 63.3% |
$3.85M - $4M
|
103K
$2.37M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-181K- 21.36% |
$3.93M - $4.09M
|
667K
$15.4M
|