Purchases and Sales Made in Q1 2023 in Invesco Et Self Idxd Fd Tr Def (DEF)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Def (DEF) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR DEF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
158K+ 77.32% |
$10.2M - $10.9M
|
363K
$0
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
143KNew |
$9.17M - $9.88M
|
143K
$0
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.4K+ 84.56% |
$3.04M - $3.27M
|
103K
$0
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
36.1K+ 83839.53% |
$2.31M - $2.49M
|
36.1K
$0
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
17.8K+ 898.03% |
$1.14M - $1.23M
|
19.8K
$0
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.1KNew |
$1.03M - $1.11M
|
16.1K
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 403.81% |
$1M - $1.08M
|
19.4K
$0
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3K+ 142.89% |
$850K - $916K
|
22.5K
$0
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.53K+ 32.47% |
$354K - $382K
|
22.5K
$0
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.65K+ 219.29% |
$298K - $321K
|
6.77K
$0
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.36K+ 92.38% |
$279K - $301K
|
9.07K
$0
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.74KNew |
$240K - $258K
|
3.74K
$0
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.6KNew |
$231K - $249K
|
3.6K
$0
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.98KNew |
$191K - $206K
|
2.98K
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.51K+ 11.85% |
$161K - $173K
|
23.7K
$0
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.39K+ 3.02% |
$153K - $165K
|
81.5K
$0
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
1.88K+ 50.32% |
$121K - $130K
|
5.62K
$0
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 4.1% |
$113K - $122K
|
44.9K
$0
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.59K+ 1.04% |
$102K - $110K
|
155K
$0
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.3K+ 30.15% |
$83.1K - $89.5K
|
5.59K
$0
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.11KNew |
$71.4K - $76.9K
|
1.11K
$0
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
845+ 11.18% |
$54.2K - $58.4K
|
8.4K
$0
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
688+ 4.33% |
$44.1K - $47.5K
|
16.6K
$0
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
675+ 4.7% |
$43.3K - $46.6K
|
15.1K
$0
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
500+ 30.19% |
$32.1K - $34.5K
|
2.16K
$0
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
485+ 6.71% |
$31.1K - $33.5K
|
7.71K
$0
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
437+ 3.74% |
$28K - $30.2K
|
12.1K
$0
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
293+ 98.65% |
$18.8K - $20.2K
|
590
$0
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
272+ 65.07% |
$17.4K - $18.8K
|
690
$0
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
168+ 2.53% |
$10.8K - $11.6K
|
6.81K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
160+ 0.28% |
$10.3K - $11.1K
|
57.2K
$0
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
109+ 2.12% |
$6.99K - $7.53K
|
5.26K
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
89+ 5.23% |
$5.71K - $6.15K
|
1.79K
$0
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
86New |
$5.52K - $5.94K
|
86
$0
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
82+ 0.76% |
$5.26K - $5.66K
|
10.9K
$0
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
80+ 2.48% |
$5.13K - $5.53K
|
3.31K
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
20New |
$1.28K - $1.38K
|
20
$0
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
15New |
$962 - $1.04K
|
15
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5+ 0.15% |
$321 - $345
|
3.29K
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3Closed |
$192 - $207
|
0
$0
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-50- 1.5% |
$3.21K - $3.45K
|
3.29K
$0
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-58- 0.66% |
$3.72K - $4.01K
|
8.72K
$0
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-125- 0.46% |
$8.02K - $8.63K
|
27.2K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-183- 2.86% |
$11.7K - $12.6K
|
6.21K
$0
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-300- 3.89% |
$19.2K - $20.7K
|
7.4K
$0
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-723- 3.2% |
$46.4K - $49.9K
|
21.8K
$0
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.7K- 80.68% |
$109K - $117K
|
407
$0
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.96K- 2.55% |
$126K - $136K
|
74.9K
$0
|