Purchases and Sales Made in Q4 2022 in Invesco Exc Self Ind Tr Bullet (BSJS)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr Bullet (BSJS) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR BULLET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
46.1KNew |
$931K - $985K
|
46.1K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
35.3KNew |
$713K - $755K
|
35.3K
$772K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.1K+ 48.75% |
$709K - $750K
|
107K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.9K+ 33.61% |
$704K - $745K
|
139K
$3.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20.5KNew |
$413K - $437K
|
20.5K
$447K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
17.8K+ 148.43% |
$360K - $381K
|
29.8K
$652K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.24K+ 15.17% |
$45.2K - $47.8K
|
17K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.12KNew |
$42.7K - $45.2K
|
2.12K
$46.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.52K+ 9.47% |
$30.6K - $32.4K
|
17.5K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.06KNew |
$21.4K - $22.7K
|
1.06K
$23.2K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
480+ 3.39% |
$9.69K - $10.3K
|
14.6K
$320K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
149New |
$3.01K - $3.18K
|
149
$3.25K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-92- 96.84% |
$1.86K - $1.97K
|
3
$65.5
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-300- 7.14% |
$6.06K - $6.41K
|
3.9K
$85.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-826- 32.58% |
$16.7K - $17.6K
|
1.71K
$37.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.45K- 7.48% |
$29.3K - $31K
|
18K
$392K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.85K- 3.63% |
$37.4K - $39.6K
|
49.2K
$1.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-12.3K- 48.16% |
$248K - $263K
|
13.2K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-162K- 93.99% |
$3.28M - $3.47M
|
10.4K
$227K
|