Purchases and Sales Made in Q2 2022 in Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
544+ 2.59% |
$11.8K - $13K
|
21.6K
$489K
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
BUY
|
- |
540+ 1.04% |
$11.7K - $12.9K
|
52.3K
$1.19M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
502New |
$10.9K - $12K
|
502
$11.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
400+ 1.18% |
$8.67K - $9.57K
|
34.3K
$778K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
374+ 18.78% |
$8.11K - $8.95K
|
2.37K
$53.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
360New |
$7.8K - $8.61K
|
360
$8.15K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
131New |
$2.84K - $3.13K
|
131
$2.97K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
131+ 16.48% |
$2.84K - $3.13K
|
926
$21K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
102+ 0.26% |
$2.21K - $2.44K
|
39.1K
$885K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
84+ 0.47% |
$1.82K - $2.01K
|
18.1K
$411K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58+ 0.57% |
$1.26K - $1.39K
|
10.3K
$234K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
32+ 0.2% |
$694 - $765
|
15.8K
$358K
|
|
|
Jul 11, 2022
Q2 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$86.7 - $95.7
|
11.2K
$253K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-2- 0.01% |
$43.4 - $47.8
|
39.4K
$891K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 8.33% |
$43.4 - $47.8
|
22
$498
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-104- 0.42% |
$2.25K - $2.49K
|
24.7K
$560K
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-200- 0.81% |
$4.34K - $4.78K
|
24.4K
$552K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-282- 61.04% |
$6.11K - $6.75K
|
180
$4.08K
|
|
|
Jul 11, 2022
Q2 2022
|
Paradiem, LLC
|
SELL
|
- |
-425- 0.39% |
$9.21K - $10.2K
|
109K
$2.47M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-458- 2.02% |
$9.93K - $11K
|
22.2K
$503K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-560- 3.1% |
$12.1K - $13.4K
|
17.5K
$397K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-645- 13.41% |
$14K - $15.4K
|
4.17K
$94.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-684- 2.96% |
$14.8K - $16.4K
|
22.4K
$508K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-702- 2.89% |
$15.2K - $16.8K
|
23.5K
$533K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-719- 64.02% |
$15.6K - $17.2K
|
404
$9.15K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-982Closed |
$21.3K - $23.5K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.2K- 18.53% |
$26K - $28.7K
|
5.28K
$120K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.28K- 8.27% |
$27.7K - $30.6K
|
14.2K
$321K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.48K- 5.05% |
$32.2K - $35.5K
|
27.9K
$632K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.53K- 2.53% |
$33.1K - $36.5K
|
58.9K
$1.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.57K- 5.8% |
$34K - $37.5K
|
25.4K
$576K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.72K- 0.46% |
$37.2K - $41K
|
375K
$8.49M
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.92K- 7.58% |
$41.6K - $46K
|
23.4K
$531K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.93K- 1.5% |
$41.8K - $46.1K
|
126K
$2.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.06K- 9.27% |
$44.7K - $49.3K
|
20.2K
$457K
|
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.22K- 7.66% |
$48.1K - $53.1K
|
26.8K
$606K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.33K- 5.89% |
$50.5K - $55.7K
|
37.2K
$843K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.45K- 4.92% |
$53K - $58.5K
|
47.2K
$1.07M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.01K- 3.55% |
$65.2K - $72K
|
81.8K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.25K- 6.53% |
$70.4K - $77.7K
|
46.5K
$1.05M
|
|
|
Jul 21, 2022
Q2 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-3.96K- 7.09% |
$85.9K - $94.7K
|
51.9K
$1.18M
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4.63K- 3.26% |
$100K - $111K
|
138K
$3.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-4.67KClosed |
$101K - $112K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.03K- 5.79% |
$109K - $120K
|
81.9K
$1.86M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-5.64K- 7.97% |
$122K - $135K
|
65.1K
$1.47M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.96K- 5.5% |
$151K - $167K
|
120K
$2.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.33K- 99.62% |
$181K - $199K
|
32
$725
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-8.42KClosed |
$182K - $201K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Ti Trust, Inc
|
SELL
|
- |
-8.94KClosed |
$194K - $214K
|
0
$0
|