Purchases and Sales Made in Q3 2022 in Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ) 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-1.56K- 12.55% |
$28.9K - $30.7K
|
10.9K
$212K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.8K- 11.03% |
$33.3K - $35.4K
|
14.5K
$282K
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.05K- 10.49% |
$37.9K - $40.3K
|
17.5K
$340K
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.25K- 4.4% |
$41.7K - $44.3K
|
48.9K
$953K
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3.8K- 20.51% |
$70.5K - $74.9K
|
14.7K
$287K
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-5.27K- 5.26% |
$97.6K - $104K
|
94.8K
$1.85M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.31K- 3.28% |
$98.4K - $104K
|
157K
$3.05M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.39K- 12.63% |
$99.8K - $106K
|
37.3K
$726K
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5.91K- 25.16% |
$110K - $116K
|
17.6K
$342K
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-6.45K- 54.45% |
$120K - $127K
|
5.4K
$105K
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7.91K- 15.4% |
$147K - $156K
|
43.5K
$847K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-9.52K- 24.72% |
$176K - $187K
|
29K
$565K
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-10.2K- 2.31% |
$189K - $201K
|
431K
$8.39M
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-11K- 6.55% |
$204K - $217K
|
157K
$3.05M
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-11.8K- 3.42% |
$219K - $232K
|
334K
$6.5M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.9K- 20.1% |
$221K - $235K
|
47.4K
$924K
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-12.9K- 2.62% |
$239K - $254K
|
479K
$9.34M
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-15.5KClosed |
$287K - $305K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.3K- 32.86% |
$320K - $340K
|
35.3K
$687K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.4K- 4.13% |
$341K - $362K
|
427K
$8.32M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.3K- 4.53% |
$470K - $499K
|
534K
$10.4M
|
|
Oct 03, 2022
Q3 2022
|
Red Spruce Capital, LLC
|
SELL
|
- |
-26.9K- 7.61% |
$498K - $529K
|
327K
$6.36M
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
SELL
|
- |
-31.4K- 68.11% |
$582K - $618K
|
14.7K
$286K
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-32.5K- 4.86% |
$603K - $640K
|
636K
$12.4M
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
SELL
|
- |
-70.7K- 4.86% |
$1.31M - $1.39M
|
1.39M
$27M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-124K- 17.53% |
$2.3M - $2.44M
|
584K
$11.4M
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-157K- 25.84% |
$2.9M - $3.08M
|
449K
$8.75M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-205K- 79.14% |
$3.79M - $4.03M
|
53.9K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-313K- 90.49% |
$5.81M - $6.17M
|
32.9K
$641K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-400K- 93.22% |
$7.42M - $7.88M
|
29.1K
$567K
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
SELL
|
- |
-445K- 46.27% |
$8.26M - $8.77M
|
517K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-471K- 24.59% |
$8.72M - $9.26M
|
1.44M
$28.1M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-692K- 98.2% |
$12.8M - $13.6M
|
12.7K
$247K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.54M- 19.16% |
$28.5M - $30.3M
|
6.49M
$127M
|