Purchases and Sales Made in Q4 2022 in Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.69K+ 6.83% |
$144K - $151K
|
105K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.14K+ 23.56% |
$111K - $116K
|
27K
$611K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.9K+ 213.45% |
$84K - $88K
|
5.73K
$130K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.55K+ 4.54% |
$76.4K - $80.1K
|
81.7K
$1.85M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.5K+ 76.09% |
$75.3K - $78.9K
|
8.1K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.06K+ 7.06% |
$65.7K - $68.9K
|
46.3K
$1.05M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.79K+ 8.98% |
$60.1K - $62.9K
|
33.9K
$767K
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.66K+ 2.7% |
$57.3K - $60K
|
101K
$2.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.6K+ 80.44% |
$55.8K - $58.5K
|
5.82K
$132K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.52K+ 11.61% |
$54.2K - $56.8K
|
24.2K
$549K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 3.01% |
$51.9K - $54.4K
|
82.7K
$1.87M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.41K+ 10.21% |
$51.9K - $54.3K
|
26K
$590K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.36K+ 10.31% |
$50.7K - $53.2K
|
25.2K
$572K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2K+ 1.97% |
$43K - $45K
|
103K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.68K+ 2.79% |
$36.1K - $37.8K
|
61.8K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.33KNew |
$28.7K - $30K
|
1.33K
$30.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.15K+ 0.23% |
$24.8K - $26K
|
497K
$11.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
982New |
$21.1K - $22.1K
|
982
$22.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
825New |
$17.8K - $18.6K
|
825
$18.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
777New |
$16.7K - $17.5K
|
777
$17.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
719+ 177.97% |
$15.5K - $16.2K
|
1.12K
$25.4K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
702+ 5.86% |
$15.1K - $15.8K
|
12.7K
$288K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
423+ 0.15% |
$9.1K - $9.54K
|
289K
$6.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
410New |
$8.82K - $9.25K
|
410
$9.29K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
388+ 4.07% |
$8.35K - $8.75K
|
9.92K
$225K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
241+ 5.36% |
$5.19K - $5.43K
|
4.74K
$107K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
206+ 71.53% |
$4.43K - $4.65K
|
494
$11.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
195+ 0.21% |
$4.2K - $4.4K
|
91.8K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
192+ 1.03% |
$4.13K - $4.33K
|
18.9K
$428K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
93New |
$2K - $2.1K
|
93
$2.11K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
69+ 0.3% |
$1.48K - $1.56K
|
23.4K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9- 0.01% |
$194 - $203
|
106K
$2.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-73- 0.06% |
$1.57K - $1.65K
|
120K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-103- 0.47% |
$2.22K - $2.32K
|
21.8K
$495K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-150- 0.32% |
$3.23K - $3.38K
|
46.1K
$1.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-262- 0.42% |
$5.64K - $5.91K
|
62.8K
$1.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-305- 0.21% |
$6.56K - $6.88K
|
145K
$3.29M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-400- 1.97% |
$8.61K - $9.02K
|
19.9K
$451K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-495- 24.85% |
$10.7K - $11.2K
|
1.5K
$33.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-682- 6.58% |
$14.7K - $15.4K
|
9.68K
$219K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-886- 3.35% |
$19.1K - $20K
|
25.6K
$580K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 3.4% |
$21.5K - $22.6K
|
28.5K
$645K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.03K- 9.66% |
$22.1K - $23.1K
|
9.6K
$217K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.21K- 11.02% |
$26.1K - $27.4K
|
9.8K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.42K- 1.67% |
$30.6K - $32K
|
83.7K
$1.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.44K- 12.88% |
$30.9K - $32.4K
|
9.72K
$220K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.47K- 9.24% |
$31.5K - $33K
|
14.4K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-1.85K- 3.81% |
$39.8K - $41.7K
|
46.7K
$1.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.9K- 7.36% |
$40.8K - $42.7K
|
23.8K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.99K- 5.54% |
$42.8K - $44.8K
|
33.9K
$767K
|