Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.04K+ 4.42% |
$40.4K - $41.4K
|
48.2K
$999K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.83K+ 12.76% |
$36.2K - $37.1K
|
16.2K
$335K
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.77K+ 4.8% |
$35K - $35.8K
|
38.6K
$800K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.74K+ 120.81% |
$34.3K - $35.2K
|
3.17K
$65.8K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.29KNew |
$25.5K - $26.1K
|
1.29K
$26.7K
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.25K+ 11.32% |
$24.6K - $25.2K
|
12.2K
$254K
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.81% |
$23.8K - $24.4K
|
67.6K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 1.14% |
$21.8K - $22.3K
|
98.1K
$2.03M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
824+ 5.6% |
$16.3K - $16.7K
|
15.5K
$322K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
730+ 7.22% |
$14.4K - $14.8K
|
10.8K
$225K
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
654+ 4.57% |
$12.9K - $13.3K
|
15K
$310K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
555New |
$11K - $11.2K
|
555
$11.5K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
545New |
$10.8K - $11K
|
545
$11.3K
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
511+ 0.81% |
$10.1K - $10.4K
|
64K
$1.33M
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
500+ 1.89% |
$9.89K - $10.1K
|
27K
$559K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
458New |
$9.06K - $9.28K
|
458
$9.49K
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
379+ 1.08% |
$7.5K - $7.68K
|
35.6K
$738K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
352+ 5.78% |
$6.96K - $7.14K
|
6.44K
$134K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
275+ 4.92% |
$5.44K - $5.57K
|
5.86K
$121K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
256+ 2.16% |
$5.06K - $5.19K
|
12.1K
$251K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
183New |
$3.62K - $3.71K
|
183
$3.79K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
146+ 0.61% |
$2.89K - $2.96K
|
23.9K
$495K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
109New |
$2.16K - $2.21K
|
109
$2.26K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
104New |
$2.06K - $2.11K
|
104
$2.16K
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
88+ 0.69% |
$1.74K - $1.78K
|
12.9K
$267K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
59New |
$1.17K - $1.2K
|
59
$1.22K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
57New |
$1.13K - $1.16K
|
57
$1.18K
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
52+ 0.47% |
$1.03K - $1.05K
|
11.1K
$230K
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
49+ 0.46% |
$969 - $993
|
10.7K
$222K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20New |
$396 - $405
|
20
$415
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
20+ 1.37% |
$396 - $405
|
1.48K
$30.6K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
18New |
$356 - $365
|
18
$373
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14+ 0.68% |
$277 - $284
|
2.08K
$43K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6+ 0.03% |
$119 - $122
|
17.7K
$367K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$39.6 - $40.5
|
11.7K
$243K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-30- 3.13% |
$593 - $608
|
930
$19.3K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-149- 0.48% |
$2.95K - $3.02K
|
30.8K
$639K
|
|
Jan 20, 2023
Q4 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-180- 0.89% |
$3.56K - $3.65K
|
20K
$415K
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-180- 0.47% |
$3.56K - $3.65K
|
38K
$788K
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-244- 0.19% |
$4.83K - $4.95K
|
126K
$2.6M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-272- 0.91% |
$5.38K - $5.51K
|
29.6K
$613K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-276- 2.16% |
$5.46K - $5.59K
|
12.5K
$259K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-335- 1.97% |
$6.63K - $6.79K
|
16.7K
$345K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-436- 1.35% |
$8.62K - $8.84K
|
31.8K
$660K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-464- 12.06% |
$9.18K - $9.41K
|
3.38K
$70.1K
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-586- 1.12% |
$11.6K - $11.9K
|
51.6K
$1.07M
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-634- 2.23% |
$12.5K - $12.9K
|
27.8K
$576K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-644- 8.49% |
$12.7K - $13.1K
|
6.94K
$144K
|
|
Feb 10, 2025
Q4 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-710- 6.22% |
$14K - $14.4K
|
10.7K
$222K
|