Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
184K+ 851.88% |
$4.5M - $5.16M
|
205K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
183KNew |
$4.49M - $5.14M
|
183K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
173KNew |
$4.25M - $4.87M
|
173K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
162K+ 599.76% |
$3.97M - $4.55M
|
189K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
114KNew |
$2.79M - $3.2M
|
114K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
104KNew |
$2.54M - $2.91M
|
104K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
61.8K+ 52.46% |
$1.51M - $1.74M
|
180K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.8KNew |
$681K - $781K
|
27.8K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
24.8K+ 22.78% |
$608K - $697K
|
134K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.6KNew |
$480K - $550K
|
19.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.9KNew |
$413K - $474K
|
16.9K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.09K+ 5.89% |
$26.7K - $30.6K
|
19.6K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
650New |
$15.9K - $18.2K
|
650
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
585New |
$14.3K - $16.4K
|
585
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
384+ 0.99% |
$9.4K - $10.8K
|
39.2K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
346New |
$8.47K - $9.71K
|
346
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
305New |
$7.47K - $8.56K
|
305
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51New |
$1.25K - $1.43K
|
51
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
51New |
$1.25K - $1.43K
|
51
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
16New |
$392 - $449
|
16
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.31% |
$24.5 - $28.1
|
328
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-75- 0.67% |
$1.84K - $2.1K
|
11.1K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-86- 24.29% |
$2.11K - $2.41K
|
268
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-555- 1.77% |
$13.6K - $15.6K
|
30.7K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-660- 6.69% |
$16.2K - $18.5K
|
9.2K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.84K- 23.02% |
$69.6K - $79.8K
|
9.51K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.89K- 12.29% |
$95.3K - $109K
|
27.8K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.26K- 1.26% |
$104K - $120K
|
334K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.4K- 32.64% |
$278K - $319K
|
23.5K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.1K- 49.56% |
$394K - $451K
|
16.4K
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-17.5K- 14.02% |
$429K - $491K
|
107K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-62.2K- 78.72% |
$1.52M - $1.75M
|
16.8K
$0
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-65.6K- 57.66% |
$1.6M - $1.84M
|
48.1K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.8K- 22.23% |
$2.08M - $2.38M
|
297K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-191K- 15.03% |
$4.67M - $5.35M
|
1.08M
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-458K- 4.44% |
$11.2M - $12.9M
|
9.86M
$0
|