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 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.85K- 98.51% |
$183K - $197K
|
43
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.93K- 29.07% |
$188K - $202K
|
7.14K
$0
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5.71K- 11.34% |
$366K - $394K
|
44.6K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.81K- 30.25% |
$436K - $470K
|
15.7K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.5K- 93.89% |
$803K - $865K
|
815
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.3K- 58.83% |
$850K - $916K
|
9.28K
$0
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.4K- 67.52% |
$989K - $1.07M
|
7.42K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.3K- 81.92% |
$1.56M - $1.68M
|
5.36K
$0
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-33.2K- 91.98% |
$2.13M - $2.29M
|
2.89K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.8K- 18.16% |
$2.36M - $2.54M
|
166K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.3K- 13.39% |
$2.39M - $2.57M
|
241K
$0
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-37.6K- 60.67% |
$2.41M - $2.59M
|
24.3K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-129K- 96.93% |
$8.28M - $8.92M
|
4.09K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-187K- 69.27% |
$12M - $12.9M
|
83.1K
$0
|