Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
560K+ 63.15% |
$10.4M - $11.1M
|
1.45M
$28.2M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
476K+ 32.27% |
$8.81M - $9.47M
|
1.95M
$38M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
210K+ 118.07% |
$3.89M - $4.18M
|
388K
$7.57M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
191K+ 76.94% |
$3.53M - $3.8M
|
439K
$8.56M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
166KNew |
$3.06M - $3.29M
|
166K
$3.23M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
161KNew |
$2.97M - $3.19M
|
161K
$3.13M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
159K+ 155.06% |
$2.94M - $3.16M
|
262K
$5.1M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
132K+ 139.23% |
$2.44M - $2.62M
|
226K
$4.41M
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
120KNew |
$2.22M - $2.39M
|
120K
$2.34M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
106KNew |
$1.95M - $2.1M
|
106K
$2.06M
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
90.7KNew |
$1.68M - $1.8M
|
90.7K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
89.3KNew |
$1.65M - $1.78M
|
89.3K
$1.74M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86KNew |
$1.59M - $1.71M
|
86K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
77.2KNew |
$1.43M - $1.53M
|
77.2K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.9K+ 24.74% |
$1.24M - $1.33M
|
337K
$6.58M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
58.8K+ 133.94% |
$1.09M - $1.17M
|
103K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46.8KNew |
$866K - $931K
|
46.8K
$913K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
44.9K+ 168.36% |
$831K - $893K
|
71.6K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
42.6K+ 15.08% |
$787K - $847K
|
325K
$6.33M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.7K+ 6.3% |
$734K - $789K
|
669K
$13M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
38KNew |
$702K - $755K
|
38K
$740K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 23.01% |
$649K - $698K
|
188K
$3.66M
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
33K+ 162.48% |
$611K - $657K
|
53.4K
$1.04M
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
31.7KNew |
$586K - $630K
|
31.7K
$618K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
31.3KNew |
$579K - $623K
|
31.3K
$610K
|
|
Oct 26, 2022
Q3 2022
|
Kirr Marbach & CO LLC
|
BUY
|
- |
30.4K+ 10.62% |
$563K - $605K
|
317K
$6.18M
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
28.8K+ 7.32% |
$533K - $573K
|
422K
$8.23M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.5K+ 15.04% |
$472K - $508K
|
195K
$3.81M
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
24.3KNew |
$450K - $484K
|
24.3K
$474K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
23.1K+ 6.11% |
$428K - $460K
|
402K
$7.84M
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
19.4KNew |
$358K - $385K
|
19.4K
$377K
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
18.4K+ 55.15% |
$340K - $366K
|
51.8K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$303K - $326K
|
16.4K
$319K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13K+ 16.29% |
$240K - $258K
|
92.5K
$1.8M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.9KNew |
$239K - $257K
|
12.9K
$252K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.7K+ 66.35% |
$161K - $173K
|
21.8K
$425K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.57KNew |
$140K - $151K
|
7.57K
$148K
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.84K+ 26.52% |
$108K - $116K
|
27.8K
$542K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.58K+ 5116.51% |
$103K - $111K
|
5.69K
$111K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.07KNew |
$93.9K - $101K
|
5.07K
$98.9K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.94K+ 22.81% |
$91.3K - $98.2K
|
26.6K
$518K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.87K+ 5.08% |
$90.2K - $96.9K
|
101K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
4.5K+ 10.35% |
$83.3K - $89.5K
|
48K
$935K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
3.75K+ 16.57% |
$69.3K - $74.5K
|
26.4K
$514K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.57KNew |
$66K - $71K
|
3.57K
$69.6K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.3K+ 18.3% |
$61K - $65.5K
|
21.3K
$415K
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.21K+ 7.37% |
$59.4K - $63.9K
|
46.8K
$912K
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.74K+ 0.64% |
$50.6K - $54.4K
|
430K
$8.39M
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
2.34K+ 9.84% |
$43.3K - $46.5K
|
26.1K
$509K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.93K+ 2.11% |
$35.6K - $38.3K
|
93K
$1.81M
|