Purchases and Sales Made in Q4 2022 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO INDEX FD TR BULLETSHAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
309K+ 569.54% |
$5.26M - $5.63M
|
364K
$6.68M
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
269KNew |
$4.57M - $4.89M
|
269K
$4.94M
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
196KNew |
$3.33M - $3.57M
|
196K
$3.6M
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
168KNew |
$2.86M - $3.06M
|
168K
$3.09M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
127K+ 145.54% |
$2.16M - $2.31M
|
214K
$3.93M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
103K+ 404.69% |
$1.76M - $1.88M
|
129K
$2.37M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
94.4K+ 438.57% |
$1.61M - $1.72M
|
116K
$2.13M
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
88.7KNew |
$1.51M - $1.61M
|
88.7K
$1.63M
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
84.6KNew |
$1.44M - $1.54M
|
84.6K
$1.55M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
83.5KNew |
$1.42M - $1.52M
|
83.5K
$1.53M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.1K+ 151.45% |
$1.21M - $1.29M
|
118K
$2.17M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
69.7KNew |
$1.19M - $1.27M
|
69.7K
$1.28M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.9KNew |
$899K - $962K
|
52.9K
$971K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.3K+ 49.74% |
$837K - $896K
|
148K
$2.72M
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
32.7K+ 2054.72% |
$555K - $595K
|
34.3K
$629K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.4K+ 52.87% |
$500K - $535K
|
85K
$1.56M
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
26.8KNew |
$455K - $487K
|
26.8K
$492K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.6KNew |
$367K - $393K
|
21.6K
$396K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.7K+ 30.28% |
$301K - $323K
|
76.3K
$1.4M
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
17.7K+ 3.88% |
$301K - $322K
|
474K
$8.71M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
14.2K+ 44.36% |
$242K - $259K
|
46.3K
$850K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.2K+ 67.38% |
$241K - $258K
|
35.2K
$646K
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
13.8KNew |
$235K - $251K
|
13.8K
$254K
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
13.3KNew |
$226K - $242K
|
13.3K
$244K
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
12.6KNew |
$214K - $229K
|
12.6K
$231K
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
8.08K+ 1258.1% |
$137K - $147K
|
8.72K
$160K
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
7.7K+ 27.3% |
$131K - $140K
|
35.9K
$659K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7.51K+ 2.57% |
$128K - $137K
|
299K
$5.5M
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
6.92K+ 18.5% |
$118K - $126K
|
44.3K
$815K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.25K+ 183.56% |
$106K - $114K
|
9.66K
$177K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.17K+ 29.59% |
$87.9K - $94.1K
|
22.7K
$416K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.06KNew |
$35.1K - $37.5K
|
2.06K
$37.9K
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.83K+ 7.06% |
$31.1K - $33.3K
|
27.7K
$509K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.73K+ 46.46% |
$29.4K - $31.4K
|
5.45K
$100K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.38KNew |
$23.4K - $25K
|
1.38K
$25.3K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.23KNew |
$21K - $22.4K
|
1.23K
$22.7K
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.02K+ 1.73% |
$17.4K - $18.6K
|
60.2K
$1.11M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
622+ 17.67% |
$10.6K - $11.3K
|
4.14K
$76.1K
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
532+ 1.34% |
$9.04K - $9.68K
|
40.2K
$738K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
464New |
$7.89K - $8.44K
|
464
$8.52K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
189+ 0.73% |
$3.21K - $3.44K
|
26K
$477K
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
78+ 0.73% |
$1.33K - $1.42K
|
10.8K
$199K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 1.7% |
$374 - $400
|
1.32K
$24.2K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4+ 0.24% |
$68 - $72.8
|
1.64K
$30.1K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-151- 1.38% |
$2.57K - $2.75K
|
10.8K
$199K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-416- 12.14% |
$7.07K - $7.57K
|
3.01K
$55.3K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-651- 0.17% |
$11.1K - $11.8K
|
383K
$7.03M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.94K- 8.42% |
$32.9K - $35.3K
|
21.1K
$387K
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.24K- 3.31% |
$55.1K - $59K
|
94.8K
$1.74M
|