Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.39M+ 19261.51% |
$62.2M - $64.7M
|
3.4M
$66.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.21M+ 125.94% |
$40.5M - $42.2M
|
3.96M
$77.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.65MNew |
$30.3M - $31.5M
|
1.65M
$32.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
946K+ 61.96% |
$17.4M - $18.1M
|
2.47M
$48.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
743K+ 61.37% |
$13.6M - $14.2M
|
1.95M
$38M
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
616KNew |
$11.3M - $11.8M
|
616K
$12M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
591K+ 4298.89% |
$10.9M - $11.3M
|
605K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
563K+ 25.19% |
$10.3M - $10.8M
|
2.8M
$54.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
504KNew |
$9.27M - $9.64M
|
504K
$9.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
482KNew |
$8.86M - $9.22M
|
482K
$9.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
404K+ 39.25% |
$7.43M - $7.73M
|
1.43M
$27.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
279KNew |
$5.13M - $5.34M
|
279K
$5.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
222K+ 43.0% |
$4.09M - $4.25M
|
740K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
206K+ 986.39% |
$3.78M - $3.93M
|
226K
$4.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
201K+ 93.0% |
$3.7M - $3.85M
|
418K
$8.14M
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
191KNew |
$3.52M - $3.66M
|
191K
$3.73M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
184K+ 1305.93% |
$3.37M - $3.51M
|
198K
$3.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
181K+ 761.82% |
$3.32M - $3.46M
|
204K
$3.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
169KNew |
$3.11M - $3.24M
|
169K
$3.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
151K+ 172.13% |
$2.78M - $2.89M
|
239K
$4.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
141KNew |
$2.58M - $2.69M
|
141K
$2.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
139K+ 21.07% |
$2.55M - $2.65M
|
797K
$15.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
136K+ 9.7% |
$2.49M - $2.59M
|
1.53M
$29.9M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
125KNew |
$2.3M - $2.39M
|
125K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
123K+ 8.7% |
$2.26M - $2.35M
|
1.53M
$29.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
115K+ 65.61% |
$2.12M - $2.2M
|
291K
$5.66M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
113KNew |
$2.07M - $2.15M
|
113K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
105K+ 52.39% |
$1.93M - $2M
|
305K
$5.94M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
104KNew |
$1.91M - $1.99M
|
104K
$2.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
104K+ 17.99% |
$1.91M - $1.99M
|
681K
$13.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95.8K+ 10.62% |
$1.76M - $1.83M
|
998K
$19.4M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
87.5KNew |
$1.61M - $1.67M
|
87.5K
$1.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
79.5K+ 93.62% |
$1.46M - $1.52M
|
164K
$3.2M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
74.5K+ 6.7% |
$1.37M - $1.42M
|
1.19M
$23.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
67.2K+ 3.36% |
$1.24M - $1.29M
|
2.07M
$40.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
67.1K+ 115.62% |
$1.23M - $1.28M
|
125K
$2.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
61K+ 237.7% |
$1.12M - $1.17M
|
86.7K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
60K+ 71.32% |
$1.1M - $1.15M
|
144K
$2.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
58.1KNew |
$1.07M - $1.11M
|
58.1K
$1.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
58K+ 149.04% |
$1.07M - $1.11M
|
96.9K
$1.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.5K+ 87.81% |
$1.02M - $1.06M
|
119K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
50.4K+ 5.69% |
$925K - $963K
|
935K
$18.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
45.9KNew |
$843K - $877K
|
45.9K
$894K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
45.1K+ 23.49% |
$828K - $862K
|
237K
$4.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
44.3K+ 13.27% |
$814K - $847K
|
378K
$7.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
40.4KNew |
$743K - $773K
|
40.4K
$788K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
38.2KNew |
$702K - $730K
|
38.2K
$744K
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
36K+ 23.4% |
$661K - $687K
|
190K
$3.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.4K+ 6.63% |
$651K - $677K
|
570K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
34.8K+ 23.99% |
$640K - $665K
|
180K
$3.5M
|