Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2021
Q4 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.23M+ 22.23% |
$48.5M - $48.8M
|
12.3M
$0
|
|
Feb 04, 2021
Q4 2020
|
Tlwm
San Antonio, TX |
BUY
|
- |
620KNew |
$13.5M - $13.6M
|
620K
$0
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
463KNew |
$10.1M - $10.1M
|
463K
$0
|
|
Feb 02, 2021
Q4 2020
|
Well Done, LLC
|
BUY
|
- |
462K+ 464.86% |
$10M - $10.1M
|
562K
$0
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
317K+ 45.18% |
$6.88M - $6.93M
|
1.02M
$0
|
|
Jan 28, 2021
Q4 2020
|
Legacy Financial Group LLC
|
BUY
|
- |
312KNew |
$6.78M - $6.82M
|
312K
$0
|
|
Feb 08, 2021
Q4 2020
|
Goepper Burkhardt LLC
|
BUY
|
- |
253KNew |
$5.51M - $5.54M
|
253K
$0
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
245K+ 28.47% |
$5.33M - $5.37M
|
1.11M
$0
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
227K+ 9.01% |
$4.94M - $4.97M
|
2.75M
$0
|
|
Feb 12, 2021
Q4 2020
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
210KNew |
$4.57M - $4.6M
|
210K
$0
|
|
Feb 08, 2021
Q4 2020
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
183K+ 37.81% |
$3.97M - $4M
|
666K
$0
|
|
Jan 21, 2021
Q4 2020
|
Eagle Capital Management, LLC
|
BUY
|
- |
167K+ 24.68% |
$3.62M - $3.65M
|
842K
$0
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
138K+ 21.48% |
$2.99M - $3.01M
|
778K
$0
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
128K+ 47.42% |
$2.79M - $2.81M
|
399K
$0
|
|
Feb 11, 2021
Q4 2020
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
127KNew |
$2.76M - $2.78M
|
127K
$0
|
|
Feb 12, 2021
Q4 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
124K+ 37.11% |
$2.7M - $2.72M
|
459K
$0
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123K+ 29.58% |
$2.68M - $2.69M
|
539K
$0
|
|
Mar 17, 2022
Q4 2020
|
Retirement Solution Inc.
|
BUY
|
- |
121KNew |
$2.63M - $2.64M
|
121K
$0
|
|
May 10, 2021
Q4 2020
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
102KNew |
$2.22M - $2.23M
|
102K
$0
|
|
Jan 27, 2021
Q4 2020
|
Davis R M Inc
Portland, ME |
BUY
|
- |
99.8K+ 20.76% |
$2.17M - $2.18M
|
581K
$0
|
|
Jan 26, 2021
Q4 2020
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
89.9KNew |
$1.95M - $1.97M
|
89.9K
$0
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
BUY
|
- |
85.8K+ 11.76% |
$1.86M - $1.88M
|
815K
$0
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
85.2KNew |
$1.85M - $1.86M
|
85.2K
$0
|
|
Feb 12, 2021
Q4 2020
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
84.5KNew |
$1.84M - $1.85M
|
84.5K
$0
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.4K+ 16.61% |
$1.81M - $1.82M
|
586K
$0
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
81.8K+ 354.16% |
$1.78M - $1.79M
|
105K
$0
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
81.6K+ 151.09% |
$1.77M - $1.78M
|
136K
$0
|
|
Jan 29, 2021
Q4 2020
|
Paradiem, LLC
|
BUY
|
- |
80.4KNew |
$1.75M - $1.76M
|
80.4K
$0
|
|
Jan 19, 2021
Q4 2020
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
68.5K+ 20.07% |
$1.49M - $1.5M
|
410K
$0
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62K+ 15.68% |
$1.35M - $1.36M
|
458K
$0
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
57.4K+ 108.27% |
$1.25M - $1.26M
|
110K
$0
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.5K+ 41.23% |
$1.23M - $1.24M
|
193K
$0
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
55.9KNew |
$1.22M - $1.22M
|
55.9K
$0
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
52.3KNew |
$1.14M - $1.14M
|
52.3K
$0
|
|
Jan 04, 2021
Q4 2020
|
Red Spruce Capital, LLC
|
BUY
|
- |
49.2K+ 19.67% |
$1.07M - $1.08M
|
300K
$0
|
|
Feb 10, 2021
Q4 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
48K+ 199.11% |
$1.04M - $1.05M
|
72.1K
$0
|
|
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
47.1KNew |
$1.02M - $1.03M
|
47.1K
$0
|
|
Jan 20, 2021
Q4 2020
|
Solitude Financial Services
|
BUY
|
- |
46.3KNew |
$1.01M - $1.01M
|
46.3K
$0
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
46KNew |
$1M - $1.01M
|
46K
$0
|
|
Feb 12, 2021
Q4 2020
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
45.3K+ 29.81% |
$984K - $990K
|
197K
$0
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
44.5KNew |
$968K - $974K
|
44.5K
$0
|
|
Jan 26, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
44.3KNew |
$962K - $968K
|
44.3K
$0
|
|
Feb 10, 2021
Q4 2020
|
Cookson Peirce & CO Inc
|
BUY
|
- |
44K+ 8.93% |
$957K - $964K
|
537K
$0
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
41.7K+ 25.99% |
$907K - $913K
|
202K
$0
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
40.8K+ 39.99% |
$886K - $893K
|
143K
$0
|
|
Jan 21, 2021
Q4 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
39.8K+ 55.94% |
$865K - $871K
|
111K
$0
|
|
Jan 25, 2021
Q4 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
38.1K+ 42.63% |
$828K - $834K
|
127K
$0
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
37.9K+ 176.8% |
$824K - $830K
|
59.4K
$0
|
|
Jan 21, 2021
Q4 2020
|
Bcs Wealth Management
|
BUY
|
- |
37.9K+ 14.27% |
$824K - $829K
|
304K
$0
|
|
Jan 29, 2021
Q4 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
37.8K+ 9.13% |
$821K - $827K
|
452K
$0
|