Purchases and Sales Made in Q4 2022 in Invesco Et Self Idxd Fd Tr Bul (BSJN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJN) 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 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
5.47K+ 1.4% |
$126K - $129K
|
395K
$0
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
4.62K+ 3.83% |
$106K - $109K
|
125K
$0
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$87.4K - $89.8K
|
3.8K
$0
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.62KNew |
$83.3K - $85.5K
|
3.62K
$0
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.46K+ 1.71% |
$79.8K - $82K
|
206K
$0
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.97K+ 7.71% |
$68.5K - $70.3K
|
41.6K
$0
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.23K+ 6.22% |
$51.2K - $52.6K
|
38K
$0
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.12K+ 7.37% |
$48.8K - $50.1K
|
30.9K
$0
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.59K+ 15.92% |
$36.6K - $37.6K
|
11.6K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.42K+ 11.33% |
$32.7K - $33.5K
|
13.9K
$0
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.29K+ 8.08% |
$29.7K - $30.5K
|
17.3K
$0
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.21K+ 28.26% |
$27.8K - $28.5K
|
5.47K
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.2K+ 0.86% |
$27.7K - $28.4K
|
142K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.2KNew |
$27.6K - $28.4K
|
1.2K
$0
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$23K - $23.7K
|
1K
$0
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
955New |
$22K - $22.6K
|
955
$0
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
950New |
$21.9K - $22.5K
|
950
$0
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
809New |
$18.6K - $19.1K
|
809
$0
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
800+ 80.0% |
$18.4K - $18.9K
|
1.8K
$0
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
760+ 1.66% |
$17.5K - $18K
|
46.4K
$0
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
750New |
$17.3K - $17.7K
|
750
$0
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
738New |
$17K - $17.5K
|
738
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
714+ 182.14% |
$16.4K - $16.9K
|
1.11K
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
658+ 1.15% |
$15.2K - $15.6K
|
58.1K
$0
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
440+ 4.54% |
$10.1K - $10.4K
|
10.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
300New |
$6.91K - $7.1K
|
300
$0
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
229+ 5.09% |
$5.27K - $5.42K
|
4.73K
$0
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
171+ 0.89% |
$3.94K - $4.05K
|
19.4K
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
146+ 0.54% |
$3.36K - $3.45K
|
27K
$0
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
127+ 0.11% |
$2.92K - $3K
|
113K
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
110New |
$2.53K - $2.6K
|
110
$0
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
105+ 0.54% |
$2.42K - $2.48K
|
19.7K
$0
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 9.43% |
$2.37K - $2.44K
|
1.2K
$0
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
98+ 0.45% |
$2.26K - $2.32K
|
22.1K
$0
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
44+ 0.84% |
$1.01K - $1.04K
|
5.27K
$0
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15New |
$345 - $355
|
15
$0
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 1.39% |
$184 - $189
|
582
$0
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-92- 80.0% |
$2.12K - $2.18K
|
23
$0
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-393- 1.14% |
$9.05K - $9.3K
|
34.2K
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-489- 24.77% |
$11.3K - $11.6K
|
1.49K
$0
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-540- 5.58% |
$12.4K - $12.8K
|
9.13K
$0
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-674- 0.68% |
$15.5K - $15.9K
|
98.9K
$0
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1K- 7.08% |
$23K - $23.7K
|
13.1K
$0
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 3.98% |
$23K - $23.7K
|
24.1K
$0
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.16K- 6.34% |
$26.8K - $27.5K
|
17.2K
$0
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.45K- 9.03% |
$33.3K - $34.2K
|
14.6K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.45K- 5.23% |
$33.4K - $34.3K
|
26.3K
$0
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.46K- 1.93% |
$33.7K - $34.6K
|
74.4K
$0
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.48K- 21.49% |
$34K - $35K
|
5.4K
$0
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.72K- 7.74% |
$39.7K - $40.7K
|
20.5K
$0
|