Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
31.6K+ 8.41% |
$628K - $655K
|
407K
$8.41M
|
|
Oct 26, 2022
Q3 2022
|
Kirr Marbach & CO LLC
|
BUY
|
- |
27.4K+ 9.93% |
$545K - $569K
|
304K
$6.26M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.6K+ 41.51% |
$528K - $552K
|
90.7K
$1.87M
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
26.3K+ 47.81% |
$523K - $546K
|
81.4K
$1.68M
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
25.3K+ 4.1% |
$502K - $524K
|
641K
$13.2M
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
24K+ 959.52% |
$476K - $497K
|
26.5K
$547K
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
23.5K+ 54.88% |
$466K - $486K
|
66.2K
$1.37M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.3K+ 10.86% |
$463K - $483K
|
238K
$4.91M
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
22.4K+ 49.89% |
$445K - $464K
|
67.3K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21.3K+ 6.95% |
$423K - $441K
|
328K
$6.76M
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
20.1KNew |
$399K - $417K
|
20.1K
$415K
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18.9KNew |
$374K - $391K
|
18.9K
$389K
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
18.7K+ 100.0% |
$371K - $388K
|
37.4K
$772K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.6K+ 8.84% |
$349K - $364K
|
216K
$4.47M
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.1K+ 39.66% |
$319K - $333K
|
56.5K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
15.1KNew |
$300K - $313K
|
15.1K
$312K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.1K+ 16.77% |
$300K - $313K
|
105K
$2.17M
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
15.1K+ 55.39% |
$300K - $313K
|
42.3K
$873K
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13.9K+ 8.97% |
$275K - $287K
|
168K
$3.47M
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
13KNew |
$258K - $269K
|
13K
$268K
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
12.8K+ 8.63% |
$255K - $266K
|
162K
$3.33M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
12.6KNew |
$250K - $261K
|
12.6K
$259K
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
12.3K+ 72.97% |
$244K - $255K
|
29.1K
$602K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 14.35% |
$242K - $252K
|
97K
$2M
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
12.1K+ 107.94% |
$240K - $251K
|
23.3K
$481K
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11.8K+ 51.92% |
$235K - $245K
|
34.6K
$714K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7K+ 26.12% |
$232K - $243K
|
56.5K
$1.17M
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 13.62% |
$228K - $238K
|
95.8K
$1.98M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11K+ 37.08% |
$219K - $228K
|
40.7K
$840K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.9K+ 54.06% |
$216K - $225K
|
31K
$639K
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
10.9K+ 2.37% |
$216K - $225K
|
468K
$9.66M
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
10.1KNew |
$201K - $209K
|
10.1K
$209K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$200K - $208K
|
10K
$207K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
9.9K+ 59.54% |
$197K - $205K
|
26.5K
$548K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
9.78K+ 18.28% |
$194K - $203K
|
63.3K
$1.31M
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.99K+ 17.42% |
$179K - $186K
|
60.6K
$1.25M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.78K+ 15.41% |
$174K - $182K
|
65.7K
$1.36M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
8.24K+ 69.43% |
$164K - $171K
|
20.1K
$415K
|
|
Nov 14, 2022
Q3 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.15K+ 3.12% |
$162K - $169K
|
269K
$5.56M
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
7.31K+ 11.49% |
$145K - $152K
|
71K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
7.15K+ 6.0% |
$142K - $148K
|
126K
$2.61M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7K+ 42.75% |
$139K - $145K
|
23.4K
$482K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7K+ 42.75% |
$139K - $145K
|
23.4K
$482K
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
6.9K+ 23.06% |
$137K - $143K
|
36.8K
$760K
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
BUY
|
- |
6.89K+ 9.53% |
$137K - $143K
|
79.1K
$1.63M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6.58K+ 25.6% |
$131K - $136K
|
32.3K
$666K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
6.43K+ 2.73% |
$128K - $133K
|
243K
$5.01M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.35K+ 3.11% |
$126K - $132K
|
211K
$4.35M
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.27K+ 18.93% |
$125K - $130K
|
39.4K
$813K
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.27K+ 17.08% |
$125K - $130K
|
43K
$887K
|