Purchases and Sales Made in Q4 2023 in Invesco Et Self Idxd Fd Tr Def (DEF)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Def (DEF) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR DEF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.51KNew |
$601K - $692K
|
9.51K
$0
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.82K+ 7.66% |
$558K - $642K
|
124K
$0
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.56K+ 3.31% |
$541K - $623K
|
267K
$0
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.05K+ 15.25% |
$382K - $440K
|
45.7K
$0
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
5.08KNew |
$321K - $370K
|
5.08K
$0
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.73KNew |
$299K - $345K
|
4.73K
$0
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.3KNew |
$272K - $313K
|
4.3K
$0
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3.22KNew |
$204K - $234K
|
3.22K
$0
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.03KNew |
$191K - $220K
|
3.03K
$0
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.98K+ 11.36% |
$125K - $144K
|
19.4K
$0
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.23KNew |
$77.6K - $89.4K
|
1.23K
$0
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.19K+ 4.59% |
$75.2K - $86.6K
|
27.1K
$0
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
400+ 18.55% |
$25.3K - $29.1K
|
2.56K
$0
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
341+ 0.51% |
$21.6K - $24.8K
|
67K
$0
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$12.6K - $14.6K
|
200
$0
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
159New |
$10.1K - $11.6K
|
159
$0
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
100+ 2.67% |
$6.32K - $7.28K
|
3.84K
$0
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
99+ 1.75% |
$6.26K - $7.21K
|
5.76K
$0
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
81+ 1.17% |
$5.12K - $5.9K
|
6.98K
$0
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
81+ 1.17% |
$5.12K - $5.9K
|
6.98K
$0
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
76+ 1.55% |
$4.8K - $5.53K
|
4.98K
$0
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51+ 0.66% |
$3.22K - $3.71K
|
7.79K
$0
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
43New |
$2.72K - $3.13K
|
43
$0
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 1.68% |
$1.26K - $1.46K
|
1.21K
$0
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15+ 0.15% |
$948 - $1.09K
|
9.97K
$0
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 1.32% |
$632 - $728
|
766
$0
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4+ 0.09% |
$253 - $291
|
4.43K
$0
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
2+ 1.9% |
$126 - $146
|
107
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-32- 0.82% |
$2.02K - $2.33K
|
3.88K
$0
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-51- 0.29% |
$3.22K - $3.71K
|
17.6K
$0
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-102- 3.19% |
$6.45K - $7.43K
|
3.1K
$0
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-154- 1.03% |
$9.74K - $11.2K
|
14.8K
$0
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-178- 2.63% |
$11.3K - $13K
|
6.6K
$0
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-240- 3.81% |
$15.2K - $17.5K
|
6.06K
$0
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-378- 7.02% |
$23.9K - $27.5K
|
5.01K
$0
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-720- 4.53% |
$45.5K - $52.4K
|
15.2K
$0
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-952- 23.26% |
$60.2K - $69.3K
|
3.14K
$0
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.05K- 4.84% |
$66.4K - $76.5K
|
20.6K
$0
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.22K- 14.78% |
$77.1K - $88.8K
|
7.03K
$0
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.33K- 3.33% |
$84.3K - $97.1K
|
38.7K
$0
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.67K- 11.62% |
$106K - $122K
|
12.7K
$0
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.77K- 24.26% |
$175K - $201K
|
8.63K
$0
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.56K- 7.22% |
$225K - $259K
|
45.7K
$0
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.82K- 3.09% |
$305K - $351K
|
151K
$0
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.56K- 65.79% |
$415K - $478K
|
3.41K
$0
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.96K- 4.54% |
$440K - $507K
|
146K
$0
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-7.52K- 46.13% |
$476K - $548K
|
8.78K
$0
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.93K- 19.37% |
$628K - $723K
|
41.3K
$0
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.6K- 30.78% |
$1.11M - $1.28M
|
39.7K
$0
|