Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
379K+ 5508.68% |
$12.7M - $14.6M
|
386K
$19M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
160K+ 10.42% |
$5.37M - $6.18M
|
1.69M
$83.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
88.3K+ 21.37% |
$2.97M - $3.42M
|
502K
$24.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
69K+ 23.81% |
$2.32M - $2.67M
|
359K
$17.7M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
67.3KNew |
$2.26M - $2.6M
|
67.3K
$3.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
63.8KNew |
$2.14M - $2.47M
|
63.8K
$3.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57K+ 38.31% |
$1.92M - $2.2M
|
206K
$10.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
38.7KNew |
$1.3M - $1.5M
|
38.7K
$1.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38KNew |
$1.28M - $1.47M
|
38K
$1.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.2KNew |
$612K - $704K
|
18.2K
$899K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
14.7KNew |
$495K - $569K
|
14.7K
$727K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6KNew |
$357K - $411K
|
10.6K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.93KNew |
$334K - $384K
|
9.93K
$491K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8.68KNew |
$292K - $336K
|
8.68K
$429K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
979+ 14.24% |
$32.9K - $37.9K
|
7.85K
$388K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
727+ 8.22% |
$24.4K - $28.1K
|
9.57K
$473K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
687New |
$23.1K - $26.6K
|
687
$33.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
300New |
$10.1K - $11.6K
|
300
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7+ 0.03% |
$235 - $271
|
20.5K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.25% |
$67.2 - $77.3
|
793
$39.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20- 0.17% |
$672 - $773
|
11.8K
$582K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-37- 0.1% |
$1.24K - $1.43K
|
37.1K
$1.83M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-136- 21.79% |
$4.57K - $5.26K
|
488
$24.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-989- 0.59% |
$33.2K - $38.2K
|
168K
$8.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.2K- 6.98% |
$40.5K - $46.6K
|
16K
$792K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.04K- 1.74% |
$136K - $156K
|
229K
$11.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-5.8K- 57.89% |
$195K - $224K
|
4.22K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.5K- 13.12% |
$589K - $677K
|
116K
$5.73M
|