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 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
31.4KNew |
$577K - $600K
|
31.4K
$612K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.1K+ 49.63% |
$553K - $576K
|
90.8K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
30K+ 258.6% |
$551K - $574K
|
41.6K
$810K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
29K+ 18.48% |
$532K - $554K
|
186K
$3.62M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
29K+ 30.56% |
$532K - $554K
|
124K
$2.41M
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
28.9KNew |
$532K - $553K
|
28.9K
$563K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
25.6K+ 99.43% |
$470K - $489K
|
51.3K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25K+ 11.93% |
$460K - $478K
|
235K
$4.57M
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
24.3K+ 7.44% |
$446K - $464K
|
351K
$6.84M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
24.1K+ 15.55% |
$443K - $461K
|
179K
$3.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
23.9K+ 5.44% |
$439K - $457K
|
463K
$9.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
23.4K+ 161.5% |
$429K - $447K
|
37.8K
$737K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
22.7K+ 34.09% |
$417K - $434K
|
89.3K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.6K+ 53.06% |
$415K - $432K
|
65.2K
$1.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
21.9K+ 77.26% |
$402K - $418K
|
50.2K
$977K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21.2K+ 69.35% |
$390K - $406K
|
51.9K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.1K+ 20.94% |
$388K - $404K
|
122K
$2.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
20.7K+ 42.91% |
$381K - $396K
|
69K
$1.34M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
20.7K+ 42.3% |
$380K - $396K
|
69.6K
$1.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.8KNew |
$364K - $378K
|
19.8K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19.6K+ 22.54% |
$360K - $374K
|
106K
$2.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
18.8KNew |
$346K - $360K
|
18.8K
$366K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
18.8K+ 564.97% |
$345K - $359K
|
22.1K
$430K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
18.7K+ 1072.2% |
$344K - $358K
|
20.5K
$399K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.6KNew |
$342K - $356K
|
18.6K
$362K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
18KNew |
$332K - $345K
|
18K
$351K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
18KNew |
$330K - $344K
|
18K
$350K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
17.6K+ 52.94% |
$323K - $336K
|
50.8K
$989K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.6KNew |
$305K - $317K
|
16.6K
$323K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
16.3KNew |
$299K - $311K
|
16.3K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9KNew |
$291K - $303K
|
15.9K
$309K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6K+ 3.67% |
$288K - $299K
|
443K
$8.62M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
15.6K+ 2.88% |
$287K - $298K
|
556K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
15.4KNew |
$282K - $293K
|
15.4K
$299K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15.1K+ 27.9% |
$277K - $288K
|
69K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
13.9KNew |
$256K - $266K
|
13.9K
$271K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
13.9KNew |
$256K - $266K
|
13.9K
$271K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
13.8K+ 6.23% |
$254K - $264K
|
236K
$4.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.6KNew |
$250K - $260K
|
13.6K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
13.5K+ 8.99% |
$249K - $259K
|
164K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.4KNew |
$246K - $256K
|
13.4K
$261K
|
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
13.2KNew |
$242K - $252K
|
13.2K
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
13.2KNew |
$242K - $252K
|
13.2K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.6KNew |
$231K - $241K
|
12.6K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.4K+ 22.11% |
$229K - $238K
|
68.7K
$1.34M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
11.4KNew |
$210K - $219K
|
11.4K
$223K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
11.4KNew |
$209K - $217K
|
11.4K
$221K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.3KNew |
$208K - $217K
|
11.3K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.3K+ 23.75% |
$207K - $215K
|
58.7K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11K+ 96.29% |
$203K - $211K
|
22.5K
$438K
|