Purchases and Sales Made in Q2 2022 in Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2MNew |
$37.9M - $40.4M
|
2M
$38.9M
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
394KNew |
$7.46M - $7.95M
|
394K
$7.67M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
353K+ 4014.88% |
$6.68M - $7.12M
|
361K
$7.04M
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
311KNew |
$5.89M - $6.28M
|
311K
$6.05M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
263K+ 21.66% |
$4.98M - $5.3M
|
1.47M
$28.7M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
263K+ 21.66% |
$4.98M - $5.3M
|
1.47M
$28.7M
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
173KNew |
$3.27M - $3.49M
|
173K
$3.37M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
170KNew |
$3.22M - $3.43M
|
170K
$3.31M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
163K+ 22.44% |
$3.08M - $3.29M
|
887K
$17.3M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119K+ 78.84% |
$2.26M - $2.41M
|
270K
$5.27M
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
87.1K+ 775.89% |
$1.65M - $1.76M
|
98.3K
$1.92M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
79K+ 508.63% |
$1.5M - $1.6M
|
94.6K
$1.84M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.8K+ 12.31% |
$1.04M - $1.11M
|
500K
$9.74M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.1K+ 8.46% |
$931K - $992K
|
630K
$12.3M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
43.6KNew |
$826K - $880K
|
43.6K
$849K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.1K+ 4.4% |
$722K - $769K
|
904K
$17.6M
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
37.8K+ 15.44% |
$716K - $763K
|
282K
$5.5M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.4K+ 23.92% |
$558K - $595K
|
153K
$2.97M
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
27K+ 5.22% |
$512K - $546K
|
545K
$10.6M
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
26.4K+ 9160.76% |
$500K - $533K
|
26.7K
$520K
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
20.3KNew |
$385K - $411K
|
20.3K
$396K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.6K+ 610.44% |
$352K - $376K
|
21.6K
$422K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.4KNew |
$331K - $352K
|
17.4K
$340K
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.1K+ 7.23% |
$249K - $265K
|
195K
$3.79M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 14.51% |
$246K - $263K
|
103K
$2M
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.6KNew |
$239K - $255K
|
12.6K
$246K
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$225K - $239K
|
11.9K
$231K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
11.4K+ 3.11% |
$216K - $231K
|
379K
$7.38M
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
11.1K+ 49.85% |
$210K - $224K
|
33.4K
$650K
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$200K - $213K
|
10.6K
$206K
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
BUY
|
- |
6.25K+ 35.62% |
$118K - $126K
|
23.8K
$464K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.51K+ 7.44% |
$104K - $111K
|
79.5K
$1.55M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.03K+ 5.52% |
$95.2K - $102K
|
96K
$1.87M
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
4.65K+ 17.61% |
$88.1K - $93.9K
|
31.1K
$605K
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.4K+ 11.05% |
$64.4K - $68.7K
|
34.2K
$666K
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3.09K+ 3.5% |
$58.5K - $62.3K
|
91.1K
$1.78M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
2.83KNew |
$53.7K - $57.2K
|
2.83K
$55.2K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.48KNew |
$46.9K - $50K
|
2.48K
$48.3K
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.28K+ 4.87% |
$43.2K - $46K
|
49K
$955K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.15K+ 35.89% |
$40.7K - $43.4K
|
8.14K
$159K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.13KNew |
$40.3K - $42.9K
|
2.13K
$41.4K
|
|
Jul 05, 2022
Q2 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.98K+ 0.96% |
$37.5K - $39.9K
|
208K
$4.06M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.73KNew |
$32.7K - $34.8K
|
1.73K
$33.6K
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
1.5K+ 299.4% |
$28.4K - $30.3K
|
2K
$39K
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.45K+ 2.27% |
$27.5K - $29.3K
|
65.3K
$1.27M
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.18K+ 5.67% |
$22.4K - $23.8K
|
22K
$429K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.03K+ 42.23% |
$19.5K - $20.7K
|
3.46K
$67.4K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
824+ 7.7% |
$15.6K - $16.6K
|
11.5K
$225K
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
604+ 8.45% |
$11.4K - $12.2K
|
7.75K
$151K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
529New |
$10K - $10.7K
|
529
$10.3K
|