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 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
552+ 5.45% |
$11K - $11.4K
|
10.7K
$220K
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
500+ 0.95% |
$9.93K - $10.4K
|
52.9K
$1.09M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
464+ 13.72% |
$9.22K - $9.62K
|
3.85K
$79.4K
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
341+ 0.74% |
$6.77K - $7.07K
|
46.2K
$953K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
290New |
$5.76K - $6.01K
|
290
$5.99K
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
189+ 0.57% |
$3.75K - $3.92K
|
33.3K
$687K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
159+ 0.6% |
$3.16K - $3.3K
|
26.7K
$552K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
140+ 0.96% |
$2.78K - $2.9K
|
14.7K
$303K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
112+ 3.2% |
$2.22K - $2.32K
|
3.61K
$74.6K
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
86+ 0.78% |
$1.71K - $1.78K
|
11K
$228K
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.6% |
$1.51K - $1.58K
|
12.8K
$264K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
49+ 0.21% |
$973 - $1.02K
|
23.7K
$490K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 0.27% |
$755 - $788
|
14.3K
$296K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34+ 0.78% |
$675 - $705
|
4.4K
$90.7K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19+ 0.16% |
$377 - $394
|
11.9K
$245K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16+ 0.78% |
$318 - $332
|
2.06K
$42.6K
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-50- 0.09% |
$993 - $1.04K
|
56.5K
$1.17M
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-91- 0.25% |
$1.81K - $1.89K
|
36.8K
$760K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-140- 1.09% |
$2.78K - $2.9K
|
12.8K
$263K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-143- 1.21% |
$2.84K - $2.96K
|
11.7K
$241K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-150- 3.85% |
$2.98K - $3.11K
|
3.75K
$77.3K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-161- 1.29% |
$3.2K - $3.34K
|
12.3K
$255K
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-161- 0.63% |
$3.2K - $3.34K
|
25.3K
$523K
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-164- 2.37% |
$3.26K - $3.4K
|
6.75K
$139K
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-164- 2.37% |
$3.26K - $3.4K
|
6.75K
$139K
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-343- 0.96% |
$6.81K - $7.11K
|
35.2K
$727K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-383- 1.85% |
$7.61K - $7.94K
|
20.3K
$419K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-408- 0.47% |
$8.1K - $8.46K
|
86.2K
$1.78M
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-448- 10.72% |
$8.9K - $9.29K
|
3.73K
$77K
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-560- 0.67% |
$11.1K - $11.6K
|
83K
$1.71M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-601Closed |
$11.9K - $12.5K
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-880- 2.86% |
$17.5K - $18.2K
|
29.9K
$616K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-901- 3.3% |
$17.9K - $18.7K
|
26.4K
$545K
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-954- 7.06% |
$18.9K - $19.8K
|
12.6K
$259K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-975- 8.34% |
$19.4K - $20.2K
|
10.7K
$221K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.23K- 6.51% |
$24.5K - $25.6K
|
17.7K
$366K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.33K- 66.08% |
$26.3K - $27.5K
|
680
$14K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.45K- 1.68% |
$28.8K - $30K
|
85K
$1.75M
|
|
Oct 17, 2022
Q3 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-1.6K- 7.35% |
$31.8K - $33.2K
|
20.2K
$417K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.76K- 10.74% |
$34.9K - $36.4K
|
14.6K
$301K
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.8K- 1.75% |
$35.6K - $37.2K
|
101K
$2.08M
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
SELL
|
- |
-2.05K- 6.74% |
$40.8K - $42.6K
|
28.4K
$587K
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.77K- 0.64% |
$55K - $57.4K
|
431K
$8.9M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.36K- 0.71% |
$66.7K - $69.6K
|
468K
$9.67M
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
SELL
|
- |
-3.55K- 19.89% |
$70.5K - $73.6K
|
14.3K
$295K
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.79K- 12.67% |
$75.2K - $78.5K
|
26.1K
$539K
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.1K- 14.38% |
$81.5K - $85K
|
24.4K
$504K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.57K- 3.01% |
$90.7K - $94.7K
|
147K
$3.03M
|