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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
573+ 3.93% |
$10.5K - $11K
|
15.2K
$295K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
478New |
$8.79K - $9.14K
|
478
$9.31K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
454New |
$8.34K - $8.68K
|
454
$8.84K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
381+ 2540.0% |
$7K - $7.28K
|
396
$7.71K
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
190+ 51.35% |
$3.49K - $3.63K
|
560
$10.9K
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
149+ 0.4% |
$2.74K - $2.85K
|
37.5K
$730K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
115New |
$2.11K - $2.2K
|
115
$2.24K
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.58% |
$1.21K - $1.26K
|
11.5K
$225K
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
59+ 0.38% |
$1.08K - $1.13K
|
15.8K
$307K
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
59+ 0.53% |
$1.08K - $1.13K
|
11.3K
$220K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52New |
$956 - $994
|
52
$1.01K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$349 - $363
|
19
$370
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
19New |
$349 - $363
|
19
$370
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
17+ 1.1% |
$312 - $325
|
1.56K
$30.5K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8+ 0.04% |
$147 - $153
|
19.1K
$373K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
7+ 0.04% |
$129 - $134
|
17.9K
$348K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
7+ 0.02% |
$129 - $134
|
30.2K
$588K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$55.1 - $57.4
|
10.2K
$198K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-20- 0.16% |
$368 - $382
|
12.4K
$241K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-148- 0.56% |
$2.72K - $2.83K
|
26.3K
$512K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-151- 0.43% |
$2.78K - $2.89K
|
35.1K
$684K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-237- 0.64% |
$4.36K - $4.53K
|
37K
$721K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-242- 0.57% |
$4.45K - $4.63K
|
42.4K
$825K
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-261- 0.73% |
$4.8K - $4.99K
|
35.5K
$691K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-306- 0.37% |
$5.62K - $5.85K
|
83.1K
$1.62M
|
|
Jan 20, 2023
Q4 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-346- 3.18% |
$6.36K - $6.62K
|
10.5K
$205K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-539- 0.66% |
$9.91K - $10.3K
|
80.5K
$1.57M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-927- 4.61% |
$17K - $17.7K
|
19.2K
$374K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-932- 7.28% |
$17.1K - $17.8K
|
11.9K
$231K
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-1.15K- 2.91% |
$21.1K - $22K
|
38.3K
$746K
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.29K- 1.4% |
$23.7K - $24.7K
|
90.9K
$1.77M
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.63K- 1.61% |
$30K - $31.2K
|
99.9K
$1.95M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.74K- 5.98% |
$32K - $33.2K
|
27.4K
$533K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.88K- 6.9% |
$34.6K - $36K
|
25.4K
$495K
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.94K- 11.13% |
$35.7K - $37.2K
|
15.5K
$302K
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.06K- 16.98% |
$37.9K - $39.4K
|
10.1K
$196K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.5K- 28.65% |
$45.9K - $47.7K
|
6.22K
$121K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2.92K- 0.27% |
$53.7K - $55.9K
|
1.07M
$20.8M
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.46K- 0.79% |
$63.6K - $66.1K
|
434K
$8.46M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.86K- 26.64% |
$71K - $73.9K
|
10.6K
$207K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.68K- 12.56% |
$86K - $89.4K
|
32.6K
$635K
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-5.87K- 2.33% |
$108K - $112K
|
246K
$4.79M
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-6.05K- 2.66% |
$111K - $116K
|
221K
$4.31M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.33K- 38.69% |
$116K - $121K
|
10K
$195K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.66K- 1.44% |
$122K - $127K
|
456K
$8.89M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.7K- 2.06% |
$123K - $128K
|
318K
$6.2M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.79K- 20.62% |
$125K - $130K
|
26.1K
$509K
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.82K- 23.53% |
$162K - $169K
|
28.7K
$559K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.91K- 12.62% |
$164K - $170K
|
61.7K
$1.2M
|