Purchases and Sales Made in Q3 2022 in Invesco Et Self Idxd Fd Tr Bul (BSCN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCN) during Q3 2022. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
77+ 0.41% |
$1.61K - $1.62K
|
18.9K
$0
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
74+ 0.3% |
$1.54K - $1.55K
|
24.6K
$0
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
40+ 0.25% |
$834 - $840
|
16.3K
$0
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
27+ 0.07% |
$563 - $567
|
40K
$0
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
25+ 0.02% |
$522 - $525
|
113K
$0
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 0.49% |
$438 - $441
|
4.29K
$0
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16+ 0.23% |
$334 - $336
|
6.85K
$0
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
9+ 0.5% |
$188 - $189
|
1.81K
$0
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 0.03% |
$188 - $189
|
25.7K
$0
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7+ 0.03% |
$146 - $147
|
23K
$0
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
BUY
|
- |
6+ 0.03% |
$125 - $126
|
20K
$0
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.02% |
$104 - $105
|
22.4K
$0
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-50- 0.28% |
$1.04K - $1.05K
|
18K
$0
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-85- 0.5% |
$1.77K - $1.79K
|
16.8K
$0
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-94- 0.44% |
$1.96K - $1.97K
|
21.4K
$0
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-226- 0.81% |
$4.71K - $4.75K
|
27.8K
$0
|
|
Oct 18, 2022
Q3 2022
|
Paradiem, LLC
|
SELL
|
- |
-281- 0.2% |
$5.86K - $5.9K
|
142K
$0
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-291- 0.44% |
$6.07K - $6.11K
|
65.3K
$0
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-295- 0.36% |
$6.15K - $6.2K
|
80.9K
$0
|
|
Nov 03, 2022
Q3 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-360- 0.93% |
$7.51K - $7.56K
|
38.3K
$0
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-382- 1.51% |
$7.97K - $8.02K
|
24.9K
$0
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-392- 2.44% |
$8.18K - $8.23K
|
15.7K
$0
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-421- 1.56% |
$8.78K - $8.84K
|
26.6K
$0
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-470- 2.94% |
$9.8K - $9.87K
|
15.5K
$0
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-560- 2.51% |
$11.7K - $11.8K
|
21.8K
$0
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-577- 2.99% |
$12K - $12.1K
|
18.7K
$0
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-598- 1.34% |
$12.5K - $12.6K
|
44K
$0
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-599- 1.1% |
$12.5K - $12.6K
|
54.1K
$0
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-677Closed |
$14.1K - $14.2K
|
0
$0
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-710- 3.3% |
$14.8K - $14.9K
|
20.8K
$0
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-742- 0.57% |
$15.5K - $15.6K
|
129K
$0
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-862- 6.17% |
$18K - $18.1K
|
13.1K
$0
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-929- 3.32% |
$19.4K - $19.5K
|
27.1K
$0
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-1.04K- 9.61% |
$21.7K - $21.8K
|
9.77K
$0
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.04K- 3.17% |
$21.8K - $21.9K
|
31.9K
$0
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-1.05K- 3.48% |
$22K - $22.1K
|
29.3K
$0
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.13K- 9.31% |
$23.5K - $23.6K
|
11K
$0
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.13K- 1.56% |
$23.6K - $23.8K
|
71.6K
$0
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.25K- 0.73% |
$26K - $26.1K
|
169K
$0
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
SELL
|
- |
-1.25K- 2.73% |
$26.1K - $26.3K
|
44.7K
$0
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.43K- 59.42% |
$29.8K - $30K
|
976
$0
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.45K- 37.22% |
$30.2K - $30.4K
|
2.44K
$0
|
|
Oct 17, 2022
Q3 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-1.47K- 1.05% |
$30.6K - $30.8K
|
138K
$0
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.5K- 2.38% |
$31.3K - $31.5K
|
61.4K
$0
|
|
Nov 08, 2022
Q3 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.75K- 2.42% |
$36.5K - $36.8K
|
70.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.77K- 0.51% |
$36.8K - $37.1K
|
345K
$0
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.85K- 42.86% |
$38.6K - $38.9K
|
2.47K
$0
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.88K- 4.29% |
$39.1K - $39.4K
|
41.8K
$0
|