Purchases and Sales Made in Q4 2022 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO ETSF FD TR BULLETSHARE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
483KNew |
$10.6M - $11.1M
|
483K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
223K+ 866.02% |
$4.88M - $5.15M
|
249K
$5.85M
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
209KNew |
$4.58M - $4.83M
|
209K
$4.92M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
114KNew |
$2.5M - $2.63M
|
114K
$2.68M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
89.4KNew |
$1.95M - $2.06M
|
89.4K
$2.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
78.6KNew |
$1.72M - $1.81M
|
78.6K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62.2K+ 37.66% |
$1.36M - $1.43M
|
227K
$5.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
60.9K+ 29.76% |
$1.33M - $1.4M
|
265K
$6.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.6K+ 16.24% |
$997K - $1.05M
|
326K
$7.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.4KNew |
$971K - $1.02M
|
44.4K
$1.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
37.9K+ 8.59% |
$828K - $874K
|
479K
$11.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
36.7K+ 23.27% |
$803K - $847K
|
195K
$4.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
28.3KNew |
$619K - $652K
|
28.3K
$665K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
23.7KNew |
$517K - $546K
|
23.7K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.6KNew |
$495K - $522K
|
22.6K
$532K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.4K+ 42.29% |
$489K - $516K
|
75.3K
$1.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
20.5K+ 141.56% |
$447K - $472K
|
34.9K
$820K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19K+ 41.48% |
$416K - $439K
|
64.9K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.2K+ 194.11% |
$399K - $420K
|
27.6K
$649K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18K+ 84.33% |
$394K - $415K
|
39.3K
$925K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.9KNew |
$391K - $413K
|
17.9K
$421K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
15.2KNew |
$333K - $351K
|
15.2K
$358K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
15.1KNew |
$330K - $348K
|
15.1K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 5.84% |
$314K - $331K
|
260K
$6.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
14.2K+ 15.66% |
$312K - $329K
|
105K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.2K+ 27.95% |
$311K - $328K
|
65K
$1.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13.7KNew |
$300K - $317K
|
13.7K
$323K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10.1KNew |
$221K - $233K
|
10.1K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.34KNew |
$182K - $192K
|
8.34K
$196K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
7.47K+ 519.54% |
$163K - $172K
|
8.91K
$209K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
5.83K+ 4.15% |
$127K - $134K
|
146K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.17KNew |
$113K - $119K
|
5.17K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
4.3K+ 1.18% |
$94K - $99.1K
|
367K
$8.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.06K+ 20.95% |
$88.8K - $93.6K
|
23.4K
$551K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.22KNew |
$70.4K - $74.3K
|
3.22K
$75.7K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 4.52% |
$51.9K - $54.7K
|
54.8K
$1.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.36K+ 2.41% |
$51.6K - $54.4K
|
101K
$2.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.21KNew |
$48.4K - $51K
|
2.21K
$52K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.77K+ 34.72% |
$38.6K - $40.7K
|
6.85K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.74K+ 15.99% |
$38K - $40K
|
12.6K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.21K+ 0.41% |
$26.5K - $27.9K
|
297K
$6.98M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.01K+ 9.4% |
$22.1K - $23.3K
|
11.8K
$276K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
953+ 0.34% |
$20.8K - $22K
|
282K
$6.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
737+ 29.48% |
$16.1K - $17K
|
3.24K
$76.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
565+ 2.28% |
$12.4K - $13K
|
25.4K
$596K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
406+ 1.92% |
$8.88K - $9.36K
|
21.5K
$506K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
406New |
$8.88K - $9.36K
|
406
$9.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
400New |
$8.75K - $9.22K
|
400
$9.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
196New |
$4.29K - $4.52K
|
196
$4.61K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
192+ 0.79% |
$4.2K - $4.43K
|
24.5K
$575K
|