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
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.33K- 3.39% |
$171K - $178K
|
266K
$5.19M
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10.1K- 51.63% |
$186K - $193K
|
9.48K
$185K
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-13.3K- 2.78% |
$245K - $255K
|
466K
$9.08M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16K- 15.05% |
$294K - $305K
|
90.2K
$1.76M
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-17.1K- 50.0% |
$315K - $328K
|
17.1K
$334K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.1K- 55.74% |
$315K - $328K
|
13.6K
$265K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 17.75% |
$340K - $353K
|
85.6K
$1.67M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-21.7K- 13.21% |
$399K - $415K
|
143K
$2.78M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-27.7K- 37.43% |
$509K - $530K
|
46.3K
$902K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.5K- 6.47% |
$634K - $659K
|
499K
$9.71M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-36.5K- 19.79% |
$671K - $698K
|
148K
$2.88M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-37.5K- 69.09% |
$690K - $718K
|
16.8K
$327K
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-38.7K- 2.79% |
$711K - $740K
|
1.35M
$26.2M
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-47.1K- 40.74% |
$866K - $901K
|
68.5K
$1.33M
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-65.4K- 7.96% |
$1.2M - $1.25M
|
756K
$14.7M
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-78.6K- 5.45% |
$1.44M - $1.5M
|
1.36M
$26.6M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-106K- 18.21% |
$1.95M - $2.03M
|
478K
$9.3M
|
|
Jan 20, 2023
Q4 2022
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-120K- 37.81% |
$2.2M - $2.29M
|
197K
$3.84M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-122K- 62.02% |
$2.24M - $2.33M
|
74.7K
$1.46M
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-163K- 37.86% |
$3M - $3.12M
|
268K
$5.21M
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-178K- 39.54% |
$3.27M - $3.4M
|
272K
$5.29M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-316K- 48.52% |
$5.81M - $6.05M
|
335K
$6.53M
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-469K- 71.99% |
$8.61M - $8.96M
|
182K
$3.55M
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-577K- 90.75% |
$10.6M - $11M
|
58.8K
$1.15M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-680K- 96.44% |
$12.5M - $13M
|
25.1K
$489K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.8M- 27.71% |
$33.1M - $34.4M
|
4.7M
$91.5M
|