Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
49.2KNew |
$1.03M - $1.03M
|
49.2K
$0
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
48.7KNew |
$1.02M - $1.02M
|
48.7K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47.4K+ 78.79% |
$989K - $995K
|
108K
$0
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46.9K+ 212.98% |
$977K - $984K
|
68.9K
$0
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
46.1K+ 2.61% |
$961K - $967K
|
1.81M
$0
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
41.6KNew |
$869K - $874K
|
41.6K
$0
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
40.5K+ 12.86% |
$844K - $849K
|
355K
$0
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.8K+ 21.02% |
$830K - $835K
|
229K
$0
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
36.3KNew |
$756K - $761K
|
36.3K
$0
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
35.9K+ 3.97% |
$748K - $753K
|
939K
$0
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
35.7K+ 9.45% |
$745K - $749K
|
413K
$0
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
35.6K+ 89.75% |
$743K - $748K
|
75.3K
$0
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
34.5K+ 21.83% |
$720K - $725K
|
193K
$0
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
33.1KNew |
$690K - $694K
|
33.1K
$0
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
33.1KNew |
$689K - $694K
|
33.1K
$0
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
33.1KNew |
$689K - $694K
|
33.1K
$0
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
32.3K+ 15.56% |
$674K - $678K
|
240K
$0
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
30.4KNew |
$635K - $639K
|
30.4K
$0
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.5KNew |
$594K - $597K
|
28.5K
$0
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
27.8K+ 4.45% |
$579K - $582K
|
652K
$0
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23.9K+ 303.29% |
$498K - $501K
|
31.7K
$0
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
23.2K+ 93.53% |
$485K - $488K
|
48.1K
$0
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
23.2K+ 14.55% |
$484K - $487K
|
183K
$0
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
23K+ 1152100.0% |
$481K - $484K
|
23K
$0
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
21.8K+ 8.15% |
$454K - $457K
|
289K
$0
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
21.6KNew |
$450K - $453K
|
21.6K
$0
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
20.9K+ 24.63% |
$436K - $439K
|
106K
$0
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
19.8KNew |
$413K - $416K
|
19.8K
$0
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
19.8KNew |
$413K - $416K
|
19.8K
$0
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
19.5KNew |
$407K - $410K
|
19.5K
$0
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
19.3K+ 109.66% |
$402K - $405K
|
36.9K
$0
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.2KNew |
$401K - $403K
|
19.2K
$0
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
18.4K+ 5.15% |
$384K - $386K
|
375K
$0
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
17.7KNew |
$369K - $371K
|
17.7K
$0
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
17.6K+ 3.0% |
$366K - $369K
|
604K
$0
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
17.4K+ 77.62% |
$363K - $366K
|
39.9K
$0
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
17.2KNew |
$359K - $361K
|
17.2K
$0
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.2KNew |
$358K - $361K
|
17.2K
$0
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
17.1KNew |
$356K - $358K
|
17.1K
$0
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
16.2K+ 1.65% |
$337K - $339K
|
995K
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.4K+ 6.09% |
$301K - $303K
|
251K
$0
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
14K+ 11.26% |
$292K - $294K
|
138K
$0
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.9K+ 108.68% |
$290K - $292K
|
26.7K
$0
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13.8K+ 28.57% |
$287K - $289K
|
62K
$0
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
13.3K+ 5.56% |
$278K - $279K
|
253K
$0
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13.2K+ 63.22% |
$275K - $277K
|
34K
$0
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
13KNew |
$271K - $273K
|
13K
$0
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12.6K+ 29.01% |
$263K - $264K
|
56K
$0
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
12.3KNew |
$256K - $258K
|
12.3K
$0
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.3KNew |
$256K - $258K
|
12.3K
$0
|