Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.57MNew |
$55.6M - $55.8M
|
2.57M
$0
|
|
Jul 28, 2021
Q2 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
991KNew |
$21.4M - $21.5M
|
991K
$0
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
816KNew |
$17.6M - $17.7M
|
816K
$0
|
|
Aug 13, 2021
Q2 2021
|
Oakhurst Advisors,Llc
Los Angeles, CA |
BUY
|
- |
566KNew |
$12.2M - $12.3M
|
566K
$0
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
495K+ 296.59% |
$10.7M - $10.7M
|
661K
$0
|
|
Aug 13, 2021
Q2 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
441K+ 41.7% |
$9.53M - $9.57M
|
1.5M
$0
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
398K+ 80.07% |
$8.59M - $8.62M
|
895K
$0
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
254K+ 12.56% |
$5.48M - $5.5M
|
2.28M
$0
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
229KNew |
$4.94M - $4.96M
|
229K
$0
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
185K+ 764.44% |
$4M - $4.02M
|
210K
$0
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
155K+ 21.99% |
$3.35M - $3.37M
|
862K
$0
|
|
Jul 21, 2021
Q2 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
147KNew |
$3.17M - $3.18M
|
147K
$0
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
140K+ 17.54% |
$3.03M - $3.04M
|
940K
$0
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
140K+ 15.43% |
$3.01M - $3.02M
|
1.04M
$0
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
130K+ 38.98% |
$2.81M - $2.82M
|
464K
$0
|
|
Jul 28, 2021
Q2 2021
|
Iron Financial, LLC
|
BUY
|
- |
121KNew |
$2.62M - $2.63M
|
121K
$0
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
117K+ 333.32% |
$2.53M - $2.54M
|
153K
$0
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
112K+ 26.78% |
$2.43M - $2.44M
|
532K
$0
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
91.5K+ 17.06% |
$1.98M - $1.98M
|
628K
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
87.7K+ 488.77% |
$1.89M - $1.9M
|
106K
$0
|
|
Aug 11, 2021
Q2 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
80.1K+ 31.63% |
$1.73M - $1.74M
|
333K
$0
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.7K+ 12.72% |
$1.66M - $1.66M
|
680K
$0
|
|
Jul 14, 2021
Q2 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
76K+ 15.41% |
$1.64M - $1.65M
|
569K
$0
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
75.4K+ 9.96% |
$1.63M - $1.63M
|
832K
$0
|
|
Jul 22, 2021
Q2 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
74.6K+ 139.71% |
$1.61M - $1.62M
|
128K
$0
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
73.6K+ 4531.28% |
$1.59M - $1.59M
|
75.2K
$0
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
72K+ 44.72% |
$1.56M - $1.56M
|
233K
$0
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
71.8KNew |
$1.55M - $1.56M
|
71.8K
$0
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
70.5K+ 241.13% |
$1.52M - $1.53M
|
99.7K
$0
|
|
Jul 20, 2021
Q2 2021
|
Eastern Bank
|
BUY
|
- |
69.5K+ 8.1% |
$1.5M - $1.51M
|
928K
$0
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
68.5K+ 122.51% |
$1.48M - $1.48M
|
124K
$0
|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
68.5K+ 20.91% |
$1.48M - $1.48M
|
396K
$0
|
|
Aug 12, 2021
Q2 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
64.9K+ 10.28% |
$1.4M - $1.41M
|
697K
$0
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.4K+ 108.49% |
$1.26M - $1.27M
|
112K
$0
|
|
Aug 23, 2021
Q2 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
57.5K+ 188.22% |
$1.24M - $1.25M
|
88.1K
$0
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.8K+ 7.62% |
$1.16M - $1.17M
|
760K
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.1KNew |
$1.13M - $1.13M
|
52.1K
$0
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
47.1K+ 5.75% |
$1.02M - $1.02M
|
866K
$0
|
|
Aug 23, 2021
Q2 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
43.9KNew |
$948K - $951K
|
43.9K
$0
|
|
Aug 03, 2021
Q2 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
43.4K+ 7.61% |
$936K - $940K
|
613K
$0
|
|
Jul 21, 2021
Q2 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
41.3K+ 4.24% |
$891K - $895K
|
1.02M
$0
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
39.7K+ 123.34% |
$856K - $860K
|
71.8K
$0
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
39.6KNew |
$856K - $859K
|
39.6K
$0
|
|
Aug 06, 2021
Q2 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
37.9K+ 74.8% |
$818K - $821K
|
88.5K
$0
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35K+ 19.33% |
$755K - $758K
|
216K
$0
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
30.6KNew |
$660K - $662K
|
30.6K
$0
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
BUY
|
- |
29.5K+ 11.53% |
$636K - $639K
|
285K
$0
|
|
Aug 12, 2021
Q2 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
26.2K+ 5.35% |
$565K - $567K
|
515K
$0
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
26KNew |
$561K - $563K
|
26K
$0
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.3KNew |
$503K - $505K
|
23.3K
$0
|