Purchases and Sales Made in Q4 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 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 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.01MNew |
$36.9M - $38.8M
|
2.01M
$39.3M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.09M+ 297.64% |
$20M - $21M
|
1.46M
$28.4M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
731K+ 441.57% |
$13.4M - $14.1M
|
897K
$17.5M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
691K+ 157.37% |
$12.7M - $13.3M
|
1.13M
$22M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
618K+ 31.7% |
$11.3M - $11.9M
|
2.57M
$50.1M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
502K+ 148.91% |
$9.21M - $9.67M
|
840K
$16.4M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
351K+ 1500.56% |
$6.44M - $6.76M
|
375K
$7.3M
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
298K+ 941.08% |
$5.47M - $5.74M
|
330K
$6.43M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
195K+ 49.5% |
$3.57M - $3.75M
|
589K
$11.5M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
183K+ 97.5% |
$3.35M - $3.52M
|
371K
$7.22M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
176K+ 249.37% |
$3.23M - $3.39M
|
247K
$4.81M
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
163KNew |
$2.99M - $3.13M
|
163K
$3.17M
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
132KNew |
$2.42M - $2.54M
|
132K
$2.57M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
130K+ 49.75% |
$2.39M - $2.51M
|
392K
$7.64M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
129KNew |
$2.37M - $2.48M
|
129K
$2.51M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
124K+ 144.03% |
$2.27M - $2.38M
|
210K
$4.09M
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
120KNew |
$2.2M - $2.31M
|
120K
$2.34M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
119K+ 8.2% |
$2.18M - $2.29M
|
1.57M
$30.5M
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
102K+ 218.95% |
$1.88M - $1.97M
|
149K
$2.91M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
94.8K+ 23.58% |
$1.74M - $1.82M
|
497K
$9.68M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
89.3KNew |
$1.64M - $1.72M
|
89.3K
$1.74M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
86.1KNew |
$1.58M - $1.66M
|
86.1K
$1.68M
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
84.4K+ 175.96% |
$1.55M - $1.62M
|
132K
$2.58M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
81.4K+ 113.8% |
$1.49M - $1.57M
|
153K
$2.98M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80.2K+ 171.27% |
$1.47M - $1.54M
|
127K
$2.48M
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
74.6KNew |
$1.37M - $1.44M
|
74.6K
$1.45M
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
69.2KNew |
$1.27M - $1.33M
|
69.2K
$1.35M
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
68.3KNew |
$1.25M - $1.31M
|
68.3K
$1.33M
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
58.3KNew |
$1.07M - $1.12M
|
58.3K
$1.14M
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
56.1KNew |
$1.03M - $1.08M
|
56.1K
$1.09M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
54.8KNew |
$1.01M - $1.06M
|
54.8K
$1.07M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.5KNew |
$981K - $1.03M
|
53.5K
$1.04M
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
50.6K+ 26.05% |
$929K - $975K
|
245K
$4.77M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
45.2K+ 19.97% |
$828K - $869K
|
271K
$5.29M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
43.6KNew |
$800K - $840K
|
43.6K
$850K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43.4KNew |
$796K - $836K
|
43.4K
$846K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
36.9KNew |
$677K - $710K
|
36.9K
$719K
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
34.3K+ 107.27% |
$629K - $660K
|
66.3K
$1.29M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.2K+ 36.97% |
$627K - $658K
|
127K
$2.47M
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
32.7KNew |
$600K - $630K
|
32.7K
$638K
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
32.2KNew |
$590K - $620K
|
32.2K
$627K
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
32K+ 112.58% |
$586K - $615K
|
60.4K
$1.18M
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
31.6KNew |
$579K - $608K
|
31.6K
$615K
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
31.5K+ 277.07% |
$578K - $606K
|
42.9K
$836K
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
31.2KNew |
$573K - $601K
|
31.2K
$608K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
31.2K+ 2126.89% |
$571K - $600K
|
32.6K
$636K
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
27.4KNew |
$502K - $527K
|
27.4K
$533K
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
26.2K+ 15.88% |
$481K - $505K
|
191K
$3.73M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
25.1K+ 93.5% |
$460K - $483K
|
51.9K
$1.01M
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
23.9KNew |
$438K - $460K
|
23.9K
$466K
|