Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-245- 22.27% |
$5.22K - $5.44K
|
855
$18.1K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-247Closed |
$5.26K - $5.48K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-253Closed |
$5.39K - $5.62K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-259- 2.71% |
$5.52K - $5.75K
|
9.29K
$196K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-300- 7.99% |
$6.39K - $6.66K
|
3.46K
$73K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-314- 0.28% |
$6.69K - $6.97K
|
112K
$2.37M
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-374- 0.55% |
$7.97K - $8.3K
|
68.1K
$1.44M
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-374- 0.25% |
$7.97K - $8.3K
|
146K
$3.09M
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-425- 2.38% |
$9.06K - $9.44K
|
17.4K
$368K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-445- 4.88% |
$9.48K - $9.88K
|
8.67K
$183K
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-493Closed |
$10.5K - $10.9K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-498- 0.4% |
$10.6K - $11.1K
|
125K
$2.63M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-500- 5.03% |
$10.7K - $11.1K
|
9.45K
$200K
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-500- 73.64% |
$10.7K - $11.1K
|
179
$3.78K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-548- 26.73% |
$11.7K - $12.2K
|
1.5K
$31.7K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-567Closed |
$12.1K - $12.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-571- 0.99% |
$12.2K - $12.7K
|
57K
$1.2M
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-674- 4.37% |
$14.4K - $15K
|
14.7K
$311K
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-684- 6.61% |
$14.6K - $15.2K
|
9.66K
$204K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-785- 5.44% |
$16.7K - $17.4K
|
13.7K
$288K
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-818Closed |
$17.4K - $18.2K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-850- 2.02% |
$18.1K - $18.9K
|
41.3K
$873K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-875- 11.4% |
$18.6K - $19.4K
|
6.8K
$144K
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-964- 1.81% |
$20.5K - $21.4K
|
52.2K
$1.1M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-982- 56.11% |
$20.9K - $21.8K
|
768
$16.2K
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-1KClosed |
$21.3K - $22.2K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1.05K- 10.05% |
$22.4K - $23.3K
|
9.4K
$199K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.1K- 9.04% |
$23.4K - $24.4K
|
11.1K
$234K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.23K- 4.56% |
$26.2K - $27.3K
|
25.7K
$543K
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.3K- 5.2% |
$27.6K - $28.8K
|
23.7K
$500K
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.32K- 78.53% |
$28.1K - $29.2K
|
360
$7.6K
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.35K- 2.06% |
$28.8K - $30K
|
64.4K
$1.36M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.4K- 2.38% |
$29.9K - $31.1K
|
57.4K
$1.21M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.63K- 8.38% |
$34.7K - $36.2K
|
17.8K
$376K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.66KClosed |
$35.4K - $36.9K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.76K- 1.59% |
$37.5K - $39K
|
109K
$2.3M
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-1.84K- 86.0% |
$39.3K - $40.9K
|
300
$6.34K
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.98K- 3.9% |
$42.2K - $44K
|
48.8K
$1.03M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.98KClosed |
$42.2K - $44K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2K- 2.21% |
$42.6K - $44.4K
|
88.5K
$1.87M
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.02K- 3.71% |
$43.1K - $44.9K
|
52.5K
$1.11M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.14K- 25.57% |
$45.6K - $47.6K
|
6.24K
$132K
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.19K- 56.72% |
$46.7K - $48.6K
|
1.67K
$35.3K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.23K- 12.62% |
$47.5K - $49.5K
|
15.4K
$326K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.28K- 11.49% |
$48.5K - $50.5K
|
17.5K
$370K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.41K- 19.63% |
$51.4K - $53.6K
|
9.89K
$209K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.47K- 2.7% |
$52.6K - $54.8K
|
88.8K
$1.88M
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-2.5KClosed |
$53.3K - $55.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.54K- 14.07% |
$54.1K - $56.3K
|
15.5K
$327K
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.6K- 5.34% |
$55.3K - $57.6K
|
46K
$972K
|