Ballew Advisors, Inc Invesco Et Sf Idxd Fd Tr Bulle Transaction History

Ballew Advisors, Inc

$166 Million
Q4 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 15, 2025	SELL	$23.03 - $23.12 $19,437 - $19,513	-844 Reduced 2.7%	30,441 $701,000
Q2 2025 Jul 08, 2025	BUY	$22.87 - $23.14 $1,074 - $1,087	47 Added 0.15%	31,285 $721,000
Q1 2025 Apr 16, 2025	SELL	$23.03 - $23.17 $229,056 - $230,448	-9,946 Reduced 24.15%	31,238 $720,000
Q4 2024 Jan 15, 2025	BUY	$23.02 - $23.23 $1,335 - $1,347	58 Added 0.14%	41,184 $950,000
Q3 2024 Oct 10, 2024	BUY	$22.94 - $23.16 $3,349 - $3,381	146 Added 0.36%	41,126 $950,000

Q2 2024 Jul 17, 2024	SELL	$22.87 - $23.06 $532,299 - $536,721	-23,275 Reduced 36.22%	40,980 $938,000
Q1 2024 Apr 11, 2024	BUY	$22.69 - $22.98 $175,393 - $177,635	7,730 Added 13.68%	64,255 $1.47 Million
Q4 2023 Jan 18, 2024	BUY	$22.23 - $22.92 $305,929 - $315,425	13,762 Added 32.18%	56,525 $1.28 Million
Q3 2023 Oct 06, 2023	BUY	$22.43 - $22.73 $114,751 - $116,286	5,116 Added 13.59%	42,763 $961,000
Q1 2023 Jul 06, 2023	BUY	$22.04 - $22.71 $829,739 - $854,963	37,647 New	37,647 $846,000

Others Institutions Holding BSJP

# of Institutions

160

Shares Held

15.7M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.13M
Shares

$49.1 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

980K
Shares

$22.6 Million
0.03% of portfolio
Morgan Stanley New York, NY

967K
Shares

$22.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

637K
Shares

$14.7 Million
0.02% of portfolio
Envestnet Asset Management Inc

583K
Shares

$13.5 Million
0.0% of portfolio

About INVESCO ET SF IDXD FD TR BULLE

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