Purchases and Sales Made in Q3 2022 in Invesco Ex Traded Self Indx Fd (ISDX)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (ISDX) during Q3 2022. The information is specifically focused on institutions that hold shares of INVESCO EX-TRADED SELF INDX FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
590K+ 6.07% |
$14M - $16.5M
|
10.3M
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
379K+ 14655.96% |
$8.96M - $10.6M
|
382K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94.6K+ 496.2% |
$2.24M - $2.65M
|
114K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
38.7K+ 3.15% |
$916K - $1.08M
|
1.27M
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$292K - $346K
|
12.4K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11K+ 11.24% |
$261K - $309K
|
109K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.45KNew |
$224K - $265K
|
9.45K
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.92K+ 22.29% |
$140K - $166K
|
32.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.31K+ 14.1% |
$102K - $121K
|
34.8K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.28K+ 15.86% |
$101K - $120K
|
31.3K
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.38K+ 14.78% |
$56.4K - $66.8K
|
18.5K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.12K+ 1.44% |
$26.4K - $31.3K
|
79K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01K+ 0.3% |
$24K - $28.4K
|
338K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
375New |
$8.87K - $10.5K
|
375
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
311New |
$7.36K - $8.71K
|
311
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
60+ 0.61% |
$1.42K - $1.68K
|
9.86K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 3.15% |
$237 - $280
|
327
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.04% |
$94.6 - $112
|
11.2K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.54K- 81.27% |
$36.3K - $43K
|
354
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 20.24% |
$60.2K - $71.2K
|
10K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.62K- 8.54% |
$85.7K - $101K
|
38.8K
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.61K- 4.29% |
$133K - $157K
|
125K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 26.3% |
$267K - $317K
|
31.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.3K- 55.93% |
$812K - $962K
|
27.1K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-110K- 83.54% |
$2.59M - $3.07M
|
21.6K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-115K- 49.3% |
$2.71M - $3.21M
|
118K
$0
|