Purchases and Sales Made in Q4 2022 in Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR) 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 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
725New |
$13.3K - $14K
|
725
$14.1K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
693+ 0.69% |
$12.7K - $13.3K
|
102K
$1.97M
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
675+ 6.39% |
$12.4K - $13K
|
11.2K
$219K
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
634+ 4.79% |
$11.6K - $12.2K
|
13.9K
$269K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
575+ 11.33% |
$10.5K - $11.1K
|
5.65K
$110K
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
560New |
$10.3K - $10.8K
|
560
$10.9K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
522+ 3.74% |
$9.57K - $10K
|
14.5K
$282K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
468New |
$8.58K - $9.01K
|
468
$9.1K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
449+ 58.77% |
$8.23K - $8.64K
|
1.21K
$23.6K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
367+ 14.89% |
$6.73K - $7.06K
|
2.83K
$55K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
261+ 1.93% |
$4.79K - $5.02K
|
13.8K
$269K
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
118+ 0.34% |
$2.16K - $2.27K
|
34.9K
$679K
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.42% |
$807 - $847
|
10.6K
$207K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
42New |
$770 - $809
|
42
$816
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20+ 0.05% |
$367 - $385
|
38K
$738K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
19New |
$348 - $366
|
19
$369
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15+ 0.98% |
$275 - $289
|
1.55K
$30.2K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12+ 0.06% |
$220 - $231
|
18.6K
$361K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.63% |
$55 - $57.8
|
479
$9.31K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-24- 0.1% |
$440 - $462
|
24.9K
$485K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-94- 0.7% |
$1.72K - $1.81K
|
13.3K
$259K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-109- 1.92% |
$2K - $2.1K
|
5.58K
$108K
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-384- 0.72% |
$7.04K - $7.39K
|
53K
$1.03M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-913- 7.38% |
$16.7K - $17.6K
|
11.5K
$223K
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-951- 1.02% |
$17.4K - $18.3K
|
92.1K
$1.79M
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-1.15K- 10.53% |
$21.1K - $22.1K
|
9.78K
$190K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.28K- 51.76% |
$23.5K - $24.7K
|
1.2K
$23.2K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.46K- 19.21% |
$26.8K - $28.1K
|
6.14K
$119K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.8K- 50.28% |
$32.9K - $34.6K
|
1.78K
$34.5K
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.49K- 12.79% |
$64K - $67.2K
|
23.8K
$463K
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4.71K- 2.7% |
$86.4K - $90.7K
|
169K
$3.29M
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.02K- 24.72% |
$110K - $116K
|
18.3K
$356K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.19K- 16.18% |
$114K - $119K
|
32.1K
$623K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.32K- 4.56% |
$134K - $141K
|
153K
$2.98M
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-8.58K- 19.52% |
$157K - $165K
|
35.4K
$687K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10.5K- 84.06% |
$192K - $201K
|
1.98K
$38.5K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-11.3K- 52.88% |
$207K - $217K
|
10K
$195K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-13.3K- 51.52% |
$245K - $257K
|
12.6K
$244K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13.9K- 13.17% |
$255K - $268K
|
91.7K
$1.78M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-14.6K- 4.07% |
$268K - $282K
|
345K
$6.71M
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-14.8K- 55.73% |
$272K - $285K
|
11.8K
$229K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.2K- 17.7% |
$333K - $350K
|
84.6K
$1.64M
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-18.3K- 5.63% |
$335K - $352K
|
307K
$5.96M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.6K- 59.98% |
$342K - $359K
|
12.4K
$242K
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-36.5K- 2.62% |
$670K - $703K
|
1.36M
$26.4M
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-47.2K- 39.29% |
$866K - $909K
|
73K
$1.42M
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-68.4K- 5.54% |
$1.25M - $1.32M
|
1.16M
$22.6M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-77.3K- 9.31% |
$1.42M - $1.49M
|
754K
$14.7M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-83.5K- 12.47% |
$1.53M - $1.61M
|
586K
$11.4M
|