Purchases and Sales Made in Q1 2022 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ET SELD IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
15.8K+ 14.57% |
$329K - $346K
|
124K
$2.58M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.7K+ 1.76% |
$327K - $344K
|
911K
$18.9M
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
14.4K+ 55.99% |
$300K - $315K
|
40.1K
$832K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
14.4K+ 3.03% |
$300K - $315K
|
490K
$10.2M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.3KNew |
$297K - $312K
|
14.3K
$296K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1K+ 26.54% |
$273K - $287K
|
62.5K
$1.3M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
13K+ 11.11% |
$271K - $285K
|
130K
$2.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
12.2K+ 2016.47% |
$255K - $268K
|
12.8K
$266K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2KNew |
$254K - $267K
|
12.2K
$253K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
12.2K+ 63.28% |
$253K - $266K
|
31.4K
$651K
|
|
|
Feb 10, 2025
Q1 2022
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
12.1KNew |
$251K - $264K
|
12.1K
$250K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.9K+ 1.52% |
$247K - $259K
|
793K
$16.4M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.8KNew |
$244K - $257K
|
11.8K
$244K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
11.5KNew |
$239K - $251K
|
11.5K
$238K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.1K+ 10.96% |
$231K - $243K
|
113K
$2.33M
|
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
11.1KNew |
$230K - $242K
|
11.1K
$229K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
10.4KNew |
$215K - $226K
|
10.4K
$215K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
10.2K+ 7.35% |
$212K - $223K
|
149K
$3.09M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
9.99K+ 4.69% |
$208K - $219K
|
223K
$4.63M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
9.67KNew |
$201K - $211K
|
9.67K
$200K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
9.67KNew |
$201K - $211K
|
9.67K
$200K
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
9.4K+ 19.41% |
$196K - $206K
|
57.8K
$1.2M
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
8.74K+ 3.1% |
$182K - $191K
|
290K
$6.02M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
8.19K+ 1.23% |
$170K - $179K
|
674K
$14M
|
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
7.12K+ 1.6% |
$148K - $156K
|
451K
$9.35M
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
7.11K+ 24.76% |
$148K - $155K
|
35.8K
$742K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.84K+ 14.58% |
$142K - $150K
|
53.7K
$1.11M
|
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
BUY
|
- |
6.7K+ 33.84% |
$139K - $147K
|
26.5K
$549K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.56KNew |
$137K - $144K
|
6.56K
$136K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6.25K+ 6.36% |
$130K - $137K
|
105K
$2.17M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6K+ 25.05% |
$125K - $131K
|
30K
$621K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.77K+ 49.4% |
$120K - $126K
|
17.4K
$362K
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
5.72K+ 49.7% |
$119K - $125K
|
17.2K
$357K
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.29K+ 4.14% |
$110K - $116K
|
133K
$2.76M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.27K+ 7.25% |
$110K - $115K
|
77.9K
$1.61M
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.26K+ 8.07% |
$109K - $115K
|
70.5K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.26K+ 4.66% |
$109K - $115K
|
118K
$2.45M
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
5.07K+ 1.15% |
$105K - $111K
|
445K
$9.23M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.41KNew |
$91.7K - $96.4K
|
4.41K
$91.4K
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
4.04K+ 5.76% |
$84.1K - $88.4K
|
74.3K
$1.54M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.83K+ 8.4% |
$79.6K - $83.7K
|
49.3K
$1.02M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.2K+ 15.18% |
$66.5K - $69.9K
|
24.2K
$503K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.2K+ 15.18% |
$66.5K - $69.9K
|
24.2K
$503K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3K+ 17.14% |
$62.4K - $65.6K
|
20.5K
$425K
|
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
2.83K+ 3.47% |
$58.9K - $61.9K
|
84.3K
$1.75M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.7KNew |
$56.2K - $59K
|
2.7K
$56K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.68K+ 12.19% |
$55.8K - $58.7K
|
24.7K
$512K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.5KNew |
$52K - $54.7K
|
2.5K
$51.8K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.38K+ 4.67% |
$49.6K - $52.1K
|
53.4K
$1.11M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.31K+ 4.02% |
$48K - $50.4K
|
59.7K
$1.24M
|