Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.2K+ 49.79% |
$410K - $427K
|
57.9K
$1.22M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
19.1K+ 12.82% |
$406K - $423K
|
168K
$3.53M
|
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
18K+ 43.12% |
$384K - $400K
|
59.9K
$1.26M
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
17.6K+ 18.52% |
$375K - $390K
|
112K
$2.37M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.6K+ 69.32% |
$374K - $390K
|
42.9K
$902K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.6K+ 12.41% |
$311K - $324K
|
132K
$2.78M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
14.3KNew |
$304K - $316K
|
14.3K
$300K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.2K+ 15.03% |
$302K - $315K
|
109K
$2.28M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
14.1K+ 24.27% |
$301K - $314K
|
72.4K
$1.52M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
14KNew |
$298K - $310K
|
14K
$294K
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
13.7K+ 81.07% |
$292K - $304K
|
30.6K
$644K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.5K+ 257.15% |
$288K - $300K
|
18.8K
$395K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.4K+ 4.96% |
$286K - $298K
|
284K
$5.98M
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
13.4K+ 17.93% |
$285K - $297K
|
87.9K
$1.85M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
13.3K+ 21.49% |
$283K - $295K
|
75.2K
$1.58M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.5K+ 13.88% |
$266K - $277K
|
102K
$2.16M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12.5KNew |
$266K - $277K
|
12.5K
$263K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
12.3KNew |
$262K - $273K
|
12.3K
$259K
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
12KNew |
$257K - $267K
|
12K
$253K
|
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
11.3K+ 60.48% |
$240K - $250K
|
29.9K
$630K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
11.2K+ 3.8% |
$238K - $248K
|
305K
$6.41M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$233K - $243K
|
10.9K
$230K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
10.9K+ 49.7% |
$232K - $242K
|
32.8K
$690K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.6K+ 30.49% |
$225K - $235K
|
45.3K
$952K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.4K+ 10.31% |
$223K - $232K
|
112K
$2.35M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$219K - $228K
|
10.3K
$217K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.2KNew |
$218K - $227K
|
10.2K
$216K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.1KNew |
$215K - $224K
|
10.1K
$212K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
10KNew |
$213K - $222K
|
10K
$210K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.92KNew |
$211K - $220K
|
9.92K
$209K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.91KNew |
$211K - $220K
|
9.91K
$208K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.91KNew |
$211K - $220K
|
9.91K
$208K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.7KNew |
$207K - $215K
|
9.7K
$204K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
9.56K+ 3.37% |
$204K - $212K
|
293K
$6.16M
|
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
9.39KNew |
$200K - $208K
|
9.39K
$198K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.3K+ 6.32% |
$198K - $206K
|
156K
$3.29M
|
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
BUY
|
- |
9.28K+ 9.38% |
$198K - $206K
|
108K
$2.28M
|
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
BUY
|
- |
9.23KNew |
$197K - $205K
|
9.23K
$194K
|
|
|
Apr 26, 2022
Q1 2022
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
9.2K+ 9.09% |
$196K - $204K
|
110K
$2.32M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.99K+ 0.3% |
$192K - $200K
|
3.01M
$63.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
8.79K+ 3.26% |
$187K - $195K
|
279K
$5.86M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
8.6K+ 3.32% |
$183K - $191K
|
267K
$5.63M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
8.16KNew |
$174K - $181K
|
8.16K
$172K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8K+ 114.29% |
$170K - $178K
|
15K
$316K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
7.49K+ 20.93% |
$160K - $166K
|
43.3K
$911K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7.46KNew |
$159K - $166K
|
7.46K
$157K
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
7.33K+ 15.37% |
$156K - $163K
|
55K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.83K+ 3.18% |
$145K - $152K
|
222K
$4.67M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.71K+ 3.04% |
$143K - $149K
|
227K
$4.78M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.52K+ 3.56% |
$139K - $145K
|
190K
$4M
|