Purchases and Sales Made in Q1 2022 in Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO EX-TRADED SELF INDX FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
70.6K+ 1.61% |
$2.67M - $2.91M
|
4.45M
$220M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.1K+ 341.7% |
$1.59M - $1.74M
|
54.4K
$2.69M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25.1K+ 8.28% |
$948K - $1.03M
|
328K
$16.2M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.7K+ 5189.68% |
$933K - $1.02M
|
25.1K
$1.24M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
9.24KNew |
$350K - $381K
|
9.24K
$456K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.31KNew |
$276K - $301K
|
7.31K
$361K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.28K+ 93.01% |
$238K - $259K
|
13K
$644K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5KNew |
$189K - $206K
|
5K
$247K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.98KNew |
$189K - $206K
|
4.98K
$246K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.44K+ 413.79% |
$54.5K - $59.4K
|
1.79K
$88.3K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800New |
$30.3K - $33K
|
800
$39.5K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
751New |
$28.4K - $31K
|
751
$37.1K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
104+ 14.86% |
$3.93K - $4.29K
|
804
$39.7K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101+ 10100.0% |
$3.82K - $4.17K
|
102
$5.04K
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
32+ 0.78% |
$1.21K - $1.32K
|
4.13K
$204K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-58Closed |
$2.19K - $2.39K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-110Closed |
$4.16K - $4.54K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-158Closed |
$5.98K - $6.52K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-220- 2.26% |
$8.32K - $9.08K
|
9.51K
$470K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-230Closed |
$8.7K - $9.49K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-26.1KClosed |
$988K - $1.08M
|
0
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-96.2K- 83.68% |
$3.64M - $3.97M
|
18.8K
$927K
|