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 |
---|---|---|---|---|---|---|---|
Jan 29, 2021
Q4 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
37.7K+ 21.16% |
$820K - $826K
|
216K
$0
|
|
Feb 17, 2021
Q4 2020
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
37.1K+ 5.91% |
$807K - $812K
|
665K
$0
|
|
Feb 25, 2021
Q4 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
35.2KNew |
$765K - $770K
|
35.2K
$0
|
|
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
33.9K+ 9.02% |
$737K - $742K
|
410K
$0
|
|
Feb 08, 2021
Q4 2020
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
33.6K+ 4.22% |
$730K - $735K
|
829K
$0
|
|
Jan 20, 2021
Q4 2020
|
Eastern Bank
|
BUY
|
- |
33.1K+ 4.42% |
$720K - $724K
|
781K
$0
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
33KNew |
$718K - $723K
|
33K
$0
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31K+ 24.07% |
$673K - $678K
|
160K
$0
|
|
Feb 04, 2021
Q4 2020
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
30.6K+ 22.18% |
$666K - $671K
|
169K
$0
|
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
30KNew |
$652K - $656K
|
30K
$0
|
|
Jan 27, 2021
Q4 2020
|
Venture Visionary Partners LLC
|
BUY
|
- |
30KNew |
$651K - $655K
|
30K
$0
|
|
Feb 12, 2021
Q4 2020
|
Collective Family Office LLC
|
BUY
|
- |
28.6KNew |
$621K - $626K
|
28.6K
$0
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.8K+ 4.94% |
$605K - $609K
|
591K
$0
|
|
Feb 05, 2021
Q4 2020
|
Sns Financial Group, LLC
|
BUY
|
- |
27.1K+ 3.95% |
$590K - $594K
|
714K
$0
|
|
Feb 19, 2021
Q4 2020
|
3 D/L Capital Management, LLC
|
BUY
|
- |
27KNew |
$587K - $591K
|
27K
$0
|
|
Feb 02, 2021
Q4 2020
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
26.4K+ 10.19% |
$574K - $578K
|
286K
$0
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.6K+ 18.72% |
$535K - $539K
|
156K
$0
|
|
Jan 20, 2021
Q4 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
24.6K+ 7.36% |
$534K - $537K
|
358K
$0
|
|
Feb 09, 2021
Q4 2020
|
Marietta Wealth Management, LLC
|
BUY
|
- |
24.4K+ 5.54% |
$531K - $535K
|
466K
$0
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
24.2K+ 4.5% |
$526K - $530K
|
563K
$0
|
|
Mar 05, 2021
Q4 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21.3K+ 4.39% |
$462K - $465K
|
505K
$0
|
|
Jan 13, 2021
Q4 2020
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
19.7K+ 12.41% |
$428K - $431K
|
178K
$0
|
|
Feb 10, 2021
Q4 2020
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19.6KNew |
$425K - $428K
|
19.6K
$0
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
19.1K+ 19.59% |
$416K - $419K
|
117K
$0
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.6K+ 59.89% |
$403K - $406K
|
49.5K
$0
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.3KNew |
$398K - $400K
|
18.3K
$0
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
17.7K+ 63.35% |
$385K - $388K
|
45.7K
$0
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.6K+ 2.74% |
$382K - $384K
|
658K
$0
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
17.5KNew |
$381K - $383K
|
17.5K
$0
|
|
Feb 01, 2021
Q4 2020
|
Kanawha Capital Management LLC
|
BUY
|
- |
16.9K+ 20.8% |
$367K - $369K
|
98K
$0
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16.8K+ 117.44% |
$366K - $368K
|
31.2K
$0
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
16.5K+ 73.32% |
$359K - $362K
|
39.1K
$0
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.2K+ 71.77% |
$351K - $354K
|
38.7K
$0
|
|
May 07, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
15.4KNew |
$334K - $337K
|
15.4K
$0
|
|
Feb 02, 2021
Q4 2020
|
Benedict Financial Advisors Inc
|
BUY
|
- |
15K+ 13.25% |
$325K - $327K
|
128K
$0
|
|
Feb 12, 2021
Q4 2020
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
14.7KNew |
$320K - $322K
|
14.7K
$0
|
|
Feb 17, 2021
Q4 2020
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
13.4K+ 14.09% |
$291K - $293K
|
108K
$0
|
|
Jan 14, 2021
Q4 2020
|
Curbstone Financial Management Corp
|
BUY
|
- |
13.2K+ 6.58% |
$286K - $288K
|
213K
$0
|
|
Jan 27, 2021
Q4 2020
|
Segment Wealth Management, LLC
|
BUY
|
- |
13K+ 89.37% |
$281K - $283K
|
27.4K
$0
|
|
Apr 13, 2021
Q4 2020
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
12.4KNew |
$270K - $272K
|
12.4K
$0
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.2K+ 22.49% |
$265K - $267K
|
66.4K
$0
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
12.2K+ 22.35% |
$265K - $267K
|
66.7K
$0
|
|
Jul 08, 2021
Q4 2020
|
Newport Capital Group, LLC
|
BUY
|
- |
11.8KNew |
$257K - $259K
|
11.8K
$0
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.7K+ 41.9% |
$255K - $257K
|
39.7K
$0
|
|
Jan 12, 2021
Q4 2020
|
Legacy Private Trust Co.
|
BUY
|
- |
11.5K+ 88.76% |
$249K - $251K
|
24.4K
$0
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.4K+ 11.25% |
$247K - $249K
|
112K
$0
|
|
Feb 10, 2021
Q4 2020
|
Gs Investments, Inc.
|
BUY
|
- |
10.7K+ 96.21% |
$231K - $233K
|
21.7K
$0
|
|
Jan 25, 2021
Q4 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
10.4K+ 14.33% |
$226K - $228K
|
83.1K
$0
|
|
Feb 16, 2021
Q4 2020
|
Rede Wealth, LLC
|
BUY
|
- |
10.2KNew |
$222K - $223K
|
10.2K
$0
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.91KNew |
$215K - $217K
|
9.91K
$0
|