Purchases and Sales Made in Q1 2021 in Invesco Et Self Idxd Fd Tr Bul (BSCM)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCM) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
914K+ 82.55% |
$19.8M - $19.9M
|
2.02M
$0
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
844K+ 6.88% |
$18.3M - $18.4M
|
13.1M
$0
|
|
Apr 19, 2021
Q1 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
374KNew |
$8.08M - $8.13M
|
374K
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
249K+ 54.34% |
$5.38M - $5.41M
|
706K
$0
|
|
Apr 30, 2021
Q1 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
236K+ 2234.03% |
$5.11M - $5.14M
|
247K
$0
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
227KNew |
$4.91M - $4.94M
|
227K
$0
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
193KNew |
$4.18M - $4.21M
|
193K
$0
|
|
Jul 21, 2021
Q1 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
172KNew |
$3.73M - $3.75M
|
172K
$0
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
153K+ 22.88% |
$3.3M - $3.32M
|
819K
$0
|
|
Aug 11, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
144KNew |
$3.11M - $3.12M
|
144K
$0
|
|
Apr 23, 2021
Q1 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
132K+ 15.74% |
$2.87M - $2.88M
|
974K
$0
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
115K+ 252.46% |
$2.5M - $2.51M
|
161K
$0
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
100K+ 17.12% |
$2.17M - $2.18M
|
686K
$0
|
|
Apr 21, 2021
Q1 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
83.4K+ 20.34% |
$1.8M - $1.81M
|
493K
$0
|
|
Apr 29, 2021
Q1 2021
|
Fusion Family Wealth LLC
|
BUY
|
- |
81.3K+ 4.68% |
$1.76M - $1.77M
|
1.82M
$0
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
77.7K+ 16.94% |
$1.68M - $1.69M
|
537K
$0
|
|
Apr 27, 2021
Q1 2021
|
Eastern Bank
|
BUY
|
- |
77K+ 9.85% |
$1.66M - $1.67M
|
858K
$0
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
75.6K+ 6.21% |
$1.63M - $1.64M
|
1.29M
$0
|
|
Apr 12, 2021
Q1 2021
|
Courier Capital LLC
|
BUY
|
- |
73.8K+ 40.6% |
$1.6M - $1.61M
|
256K
$0
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
64KNew |
$1.38M - $1.39M
|
64K
$0
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.7K+ 11.82% |
$1.38M - $1.39M
|
603K
$0
|
|
Apr 22, 2021
Q1 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
61.5K+ 55.45% |
$1.33M - $1.34M
|
173K
$0
|
|
May 10, 2021
Q1 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
58.2K+ 142.5% |
$1.26M - $1.27M
|
99.1K
$0
|
|
May 14, 2021
Q1 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
56.2K+ 28.5% |
$1.22M - $1.22M
|
253K
$0
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
55.8KNew |
$1.21M - $1.21M
|
55.8K
$0
|
|
Apr 12, 2021
Q1 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
51.4K+ 6.2% |
$1.11M - $1.12M
|
881K
$0
|
|
May 10, 2021
Q1 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
51K+ 8.77% |
$1.1M - $1.11M
|
632K
$0
|
|
May 10, 2021
Q1 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
50.1K+ 39.16% |
$1.08M - $1.09M
|
178K
$0
|
|
May 10, 2021
Q1 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
48.7K+ 7.86% |
$1.05M - $1.06M
|
669K
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.4K+ 7.36% |
$1.05M - $1.05M
|
706K
$0
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
BUY
|
- |
46.6K+ 15.35% |
$1.01M - $1.01M
|
350K
$0
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
45.8KNew |
$990K - $995K
|
45.8K
$0
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.5K+ 89.78% |
$962K - $967K
|
94K
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.3K+ 1.61% |
$958K - $963K
|
2.79M
$0
|
|
May 12, 2021
Q1 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
42.5K+ 5.95% |
$920K - $925K
|
757K
$0
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
40.9K+ 8.08% |
$884K - $889K
|
546K
$0
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
40.8KNew |
$883K - $888K
|
40.8K
$0
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
38.2K+ 26.77% |
$827K - $832K
|
181K
$0
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
35.7K+ 8.72% |
$773K - $777K
|
445K
$0
|
|
May 12, 2021
Q1 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
34.3K+ 18.57% |
$741K - $745K
|
219K
$0
|
|
May 11, 2021
Q1 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
32.7K+ 6.08% |
$706K - $710K
|
570K
$0
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.6K+ 19.81% |
$684K - $688K
|
191K
$0
|
|
May 11, 2021
Q1 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
31.4K+ 3.06% |
$680K - $684K
|
1.06M
$0
|
|
May 04, 2021
Q1 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
30.6KNew |
$661K - $664K
|
30.6K
$0
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
29.6K+ 34.74% |
$640K - $644K
|
115K
$0
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28.9K+ 2174.29% |
$625K - $629K
|
30.2K
$0
|
|
May 12, 2021
Q1 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
26KNew |
$563K - $566K
|
26K
$0
|
|
May 11, 2021
Q1 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
24.6K+ 9.7% |
$532K - $535K
|
278K
$0
|
|
Apr 26, 2021
Q1 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
23.7K+ 13.31% |
$513K - $516K
|
202K
$0
|
|
May 06, 2021
Q1 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
23.6K+ 5.06% |
$510K - $513K
|
489K
$0
|