Purchases and Sales Made in Q2 2022 in Invesco Ex Traded Self Indx Fd (ISDX)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (ISDX) during Q2 2022. The information is specifically focused on institutions that hold shares of INVESCO EX-TRADED SELF INDX FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.71M+ 61.71% |
$96.7M - $113M
|
9.73M
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
233KNew |
$6.05M - $7.07M
|
233K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
131KNew |
$3.41M - $3.99M
|
131K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 53.93% |
$3.08M - $3.59M
|
337K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
98KNew |
$2.55M - $2.98M
|
98K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
64.6K+ 176.59% |
$1.68M - $1.96M
|
101K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.1KNew |
$497K - $580K
|
19.1K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 47.11% |
$358K - $419K
|
43K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$327K - $382K
|
12.6K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.8KNew |
$255K - $298K
|
9.8K
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.86K+ 95.04% |
$205K - $239K
|
16.1K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.26K+ 30.2% |
$163K - $190K
|
27K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.51K+ 67.87% |
$117K - $137K
|
11.1K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.24K+ 13.91% |
$84.4K - $98.5K
|
26.5K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.12K+ 1.86% |
$29.2K - $34.1K
|
61.4K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
730New |
$19K - $22.2K
|
730
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
609+ 2.04% |
$15.9K - $18.5K
|
30.5K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
548+ 0.42% |
$14.3K - $16.7K
|
131K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
101New |
$2.63K - $3.07K
|
101
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 1.28% |
$104 - $122
|
317
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33- 1.72% |
$859 - $1K
|
1.89K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.97K- 4.45% |
$51.4K - $60K
|
42.4K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.14K- 8.4% |
$186K - $217K
|
77.9K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-197K- 98.71% |
$5.14M - $6M
|
2.59K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.97M- 61.56% |
$51.2M - $59.8M
|
1.23M
$0
|