Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
776K+ 68.64% |
$17.9M - $18.4M
|
1.91M
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
275K+ 40.03% |
$6.33M - $6.51M
|
962K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
237KNew |
$5.45M - $5.6M
|
237K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
232K+ 656.08% |
$5.35M - $5.5M
|
268K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
228K+ 37.2% |
$5.25M - $5.39M
|
840K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
227K+ 53.01% |
$5.23M - $5.37M
|
655K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
206K+ 94.94% |
$4.75M - $4.88M
|
424K
$0
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
192KNew |
$4.42M - $4.54M
|
192K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
185K+ 8.65% |
$4.26M - $4.38M
|
2.32M
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
166KNew |
$3.82M - $3.93M
|
166K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
145KNew |
$3.35M - $3.44M
|
145K
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
125KNew |
$2.89M - $2.97M
|
125K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
103K+ 151.85% |
$2.37M - $2.43M
|
171K
$0
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
90.8KNew |
$2.09M - $2.15M
|
90.8K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
63.9KNew |
$1.47M - $1.51M
|
63.9K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.9K+ 263.62% |
$1.36M - $1.39M
|
81.2K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
47.2K+ 347.24% |
$1.09M - $1.12M
|
60.8K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
43.7K+ 7.61% |
$1.01M - $1.03M
|
618K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
41.1KNew |
$946K - $972K
|
41.1K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38.9KNew |
$896K - $921K
|
38.9K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
35KNew |
$807K - $829K
|
35K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.2K+ 7.86% |
$789K - $810K
|
470K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.9K+ 26.75% |
$758K - $779K
|
156K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
30.9K+ 16.9% |
$711K - $730K
|
213K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
26.6K+ 16.74% |
$612K - $628K
|
185K
$0
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
22.5K+ 71.69% |
$518K - $532K
|
53.9K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.6K+ 41.66% |
$497K - $511K
|
73.5K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
20.5K+ 17.19% |
$473K - $486K
|
140K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.9K+ 61.23% |
$412K - $424K
|
47.2K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
16.9KNew |
$390K - $401K
|
16.9K
$0
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
16.4KNew |
$378K - $388K
|
16.4K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
15.5K+ 4.16% |
$358K - $368K
|
389K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.5K+ 31.78% |
$358K - $367K
|
64.4K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
15.4KNew |
$355K - $364K
|
15.4K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
15.4KNew |
$355K - $364K
|
15.4K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.4K+ 2.77% |
$333K - $342K
|
535K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14.2KNew |
$327K - $335K
|
14.2K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13.1KNew |
$302K - $311K
|
13.1K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
13KNew |
$299K - $308K
|
13K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
12.8KNew |
$295K - $303K
|
12.8K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
12.5KNew |
$288K - $296K
|
12.5K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
11.4KNew |
$263K - $270K
|
11.4K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
10.2K+ 29.85% |
$236K - $242K
|
44.6K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
10.1KNew |
$232K - $239K
|
10.1K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
8.77KNew |
$202K - $208K
|
8.77K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.66KNew |
$199K - $205K
|
8.66K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
8.58KNew |
$198K - $203K
|
8.58K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
8.57K+ 31.94% |
$197K - $203K
|
35.4K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
8.24K+ 4.28% |
$190K - $195K
|
201K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.52K+ 62.32% |
$127K - $130K
|
14.4K
$0
|