Purchases and Sales Made in Q1 2022 in Invesco Et Self Idxd Fd Tr Bul (BSJN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJN) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
8.08K+ 100.27% |
$195K - $204K
|
16.1K
$0
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
7.23KNew |
$174K - $183K
|
7.23K
$0
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
6.08K+ 4.45% |
$147K - $154K
|
143K
$0
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.98K+ 14.66% |
$144K - $151K
|
46.7K
$0
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.29K+ 1113.68% |
$128K - $134K
|
5.77K
$0
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
4.86K+ 4.16% |
$117K - $123K
|
122K
$0
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.22KNew |
$102K - $107K
|
4.22K
$0
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.03K+ 4.12% |
$97.3K - $102K
|
102K
$0
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
3.74K+ 1.02% |
$90.4K - $94.6K
|
371K
$0
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
3.43K+ 3.02% |
$82.8K - $86.7K
|
117K
$0
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.84K+ 7.35% |
$68.6K - $71.9K
|
41.5K
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.79K+ 9.46% |
$67.4K - $70.5K
|
32.3K
$0
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.54K+ 2.1% |
$61.4K - $64.3K
|
124K
$0
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.26K+ 14.73% |
$54.5K - $57.1K
|
17.6K
$0
|
|
Apr 26, 2022
Q1 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
1.67K+ 6.38% |
$40.4K - $42.3K
|
27.9K
$0
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.5KNew |
$36.2K - $37.9K
|
1.5K
$0
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
714+ 182.14% |
$17.2K - $18K
|
1.11K
$0
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
630+ 5.68% |
$15.2K - $15.9K
|
11.7K
$0
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
494+ 3.11% |
$11.9K - $12.5K
|
16.4K
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
354+ 0.69% |
$8.55K - $8.95K
|
52K
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
314+ 0.11% |
$7.58K - $7.94K
|
276K
$0
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
293+ 0.48% |
$7.07K - $7.41K
|
61.8K
$0
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
110+ 0.09% |
$2.66K - $2.78K
|
122K
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
95+ 0.32% |
$2.29K - $2.4K
|
29.7K
$0
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
72+ 0.71% |
$1.74K - $1.82K
|
10.2K
$0
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
59New |
$1.42K - $1.49K
|
59
$0
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
48+ 0.06% |
$1.16K - $1.21K
|
82.1K
$0
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
44+ 0.19% |
$1.06K - $1.11K
|
23.3K
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
32+ 3.4% |
$772 - $809
|
972
$0
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
30+ 0.24% |
$724 - $758
|
12.4K
$0
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
23+ 0.14% |
$555 - $581
|
16K
$0
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
17+ 0.06% |
$410 - $430
|
29.1K
$0
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.72% |
$96.6 - $101
|
563
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4- 40.0% |
$96.6 - $101
|
6
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$2.41K - $2.53K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-125- 50.0% |
$3.02K - $3.16K
|
125
$0
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-131- 0.81% |
$3.16K - $3.31K
|
15.9K
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-155- 9.08% |
$3.74K - $3.92K
|
1.55K
$0
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-255- 2.49% |
$6.16K - $6.45K
|
9.97K
$0
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-320- 2.06% |
$7.72K - $8.09K
|
15.2K
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-337Closed |
$8.14K - $8.52K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-396Closed |
$9.56K - $10K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-403- 3.71% |
$9.73K - $10.2K
|
10.5K
$0
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-500Closed |
$12.1K - $12.6K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 3.83% |
$24.1K - $25.3K
|
25.1K
$0
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.16K- 4.52% |
$27.9K - $29.2K
|
24.4K
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.26K- 1.19% |
$30.4K - $31.8K
|
105K
$0
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.35K- 4.02% |
$32.6K - $34.1K
|
32.3K
$0
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.7K- 0.39% |
$41K - $43K
|
437K
$0
|