Purchases and Sales Made in Q4 2022 in Invesco Et Self Idxd Fd Tr Def (DEF)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Def (DEF) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR DEF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-214- 3.28% |
$14K - $15.1K
|
6.3K
$0
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-265- 6.94% |
$17.3K - $18.7K
|
3.55K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-280- 1.3% |
$18.3K - $19.7K
|
21.2K
$0
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-397- 0.26% |
$26K - $28K
|
153K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-456- 12.38% |
$29.8K - $32.1K
|
3.23K
$0
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-482- 2.94% |
$31.5K - $34K
|
15.9K
$0
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-560- 7.19% |
$36.6K - $39.5K
|
7.22K
$0
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-624- 2.75% |
$40.8K - $44K
|
22K
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-667- 4.76% |
$43.6K - $47K
|
13.3K
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-834- 1.04% |
$54.6K - $58.8K
|
79.1K
$0
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-911- 15.02% |
$59.6K - $64.2K
|
5.15K
$0
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.5K- 13.63% |
$98.2K - $106K
|
9.51K
$0
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.58K- 22.18% |
$103K - $111K
|
5.55K
$0
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.58K- 22.18% |
$103K - $111K
|
5.55K
$0
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.1K- 49.77% |
$137K - $148K
|
2.12K
$0
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.66K- 3.34% |
$174K - $187K
|
76.8K
$0
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.85K- 3.48% |
$252K - $272K
|
107K
$0
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.74K- 45.46% |
$506K - $545K
|
9.28K
$0
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.99K- 3.75% |
$523K - $563K
|
205K
$0
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.1K- 74.2% |
$726K - $782K
|
3.86K
$0
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-11.1K- 18.08% |
$727K - $783K
|
50.3K
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.5K- 53.58% |
$882K - $950K
|
11.7K
$0
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-23.6K- 78.02% |
$1.54M - $1.66M
|
6.64K
$0
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33.2K- 84.23% |
$2.17M - $2.34M
|
6.21K
$0
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-87.7K- 92.43% |
$5.74M - $6.18M
|
7.18K
$0
|