Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
100K+ 43.87% |
$3.65M - $3.95M
|
329K
$16.9M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.1K+ 23.86% |
$1.79M - $1.93M
|
255K
$13.1M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
37K+ 10.31% |
$1.35M - $1.46M
|
396K
$20.3M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
34.3K+ 437.21% |
$1.25M - $1.35M
|
42.2K
$2.17M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3KNew |
$956K - $1.03M
|
26.3K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.1KNew |
$912K - $986K
|
25.1K
$1.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.5K+ 21.14% |
$491K - $531K
|
77.3K
$3.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.26KNew |
$191K - $207K
|
5.26K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.51K+ 6.58% |
$91.2K - $98.6K
|
40.5K
$2.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.85K+ 378.48% |
$67.2K - $72.7K
|
2.34K
$120K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.83K+ 17.19% |
$66.4K - $71.9K
|
12.4K
$640K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.65K+ 0.98% |
$59.9K - $64.7K
|
169K
$8.71M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.33KNew |
$48.2K - $52.1K
|
1.33K
$68.1K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.12K+ 11.25% |
$40.6K - $44K
|
11K
$568K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
583New |
$21.2K - $22.9K
|
583
$30K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
534+ 5.58% |
$19.4K - $21K
|
10.1K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
331New |
$12K - $13K
|
331
$17K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
283New |
$10.3K - $11.1K
|
283
$14.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
164New |
$5.97K - $6.45K
|
164
$8.43K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
163+ 0.44% |
$5.93K - $6.41K
|
37.2K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.58% |
$146 - $157
|
691
$35.5K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$36.4 - $39.4
|
1
$51.4
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.33% |
$36.4 - $39.4
|
301
$15.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-753- 5.11% |
$27.4K - $29.6K
|
14K
$718K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-940- 0.81% |
$34.2K - $37K
|
115K
$5.92M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.73K- 2.57% |
$62.9K - $68K
|
65.5K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.9K- 14.16% |
$106K - $114K
|
17.6K
$904K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.96K- 34.07% |
$108K - $116K
|
5.72K
$294K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.48K- 9.0% |
$127K - $137K
|
35.2K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.4K- 87.99% |
$378K - $408K
|
1.42K
$72.8K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25.4K- 6.6% |
$926K - $1M
|
360K
$18.5M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-201K- 40.13% |
$7.32M - $7.92M
|
300K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.69M- 99.66% |
$61.4M - $66.4M
|
5.83K
$300K
|