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 10, 2021
Q4 2020
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.12K+ 5.59% |
$24.2K - $24.4K
|
21K
$0
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.12K+ 1.7% |
$24.2K - $24.4K
|
66.7K
$0
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
BUY
|
- |
1.01KNew |
$21.9K - $22.1K
|
1.01K
$0
|
|
Feb 02, 2021
Q4 2020
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
975+ 3.34% |
$21.2K - $21.3K
|
30.1K
$0
|
|
Jan 12, 2021
Q4 2020
|
Astor Investment Management LLC
|
BUY
|
- |
832New |
$18.1K - $18.2K
|
832
$0
|
|
Feb 08, 2021
Q4 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
820+ 0.35% |
$17.8K - $17.9K
|
235K
$0
|
|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
783+ 7.87% |
$17K - $17.1K
|
10.7K
$0
|
|
Jan 13, 2021
Q4 2020
|
Ballew Advisors, Inc
|
BUY
|
- |
761+ 6.72% |
$16.5K - $16.7K
|
12.1K
$0
|
|
Feb 18, 2021
Q4 2020
|
Apella Capital, LLC
|
BUY
|
- |
653+ 1.03% |
$14.2K - $14.3K
|
64.3K
$0
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
BUY
|
- |
636New |
$13.8K - $13.9K
|
636
$0
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
629New |
$13.7K - $13.8K
|
629
$0
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
614+ 3.04% |
$13.3K - $13.4K
|
20.8K
$0
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
612+ 17.04% |
$13.3K - $13.4K
|
4.2K
$0
|
|
Jan 26, 2021
Q4 2020
|
Fc Advisory LLC
|
BUY
|
- |
606+ 6.09% |
$13.2K - $13.3K
|
10.6K
$0
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
484New |
$10.5K - $10.6K
|
484
$0
|
|
Feb 12, 2021
Q4 2020
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
325+ 0.24% |
$7.06K - $7.11K
|
134K
$0
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
BUY
|
- |
324+ 23.14% |
$7.04K - $7.09K
|
1.72K
$0
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
303+ 3.03% |
$6.58K - $6.63K
|
10.3K
$0
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
284+ 2.85% |
$6.17K - $6.21K
|
10.3K
$0
|
|
Feb 12, 2021
Q4 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
275+ 0.27% |
$5.98K - $6.02K
|
102K
$0
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
246+ 0.03% |
$5.35K - $5.38K
|
755K
$0
|
|
Feb 08, 2021
Q4 2020
|
Lokken Investment Group LLC
|
BUY
|
- |
208+ 1.65% |
$4.52K - $4.55K
|
12.8K
$0
|
|
Jan 21, 2021
Q4 2020
|
Meridian Financial Partners LLC
|
BUY
|
- |
183+ 1.36% |
$3.98K - $4K
|
13.6K
$0
|
|
Feb 09, 2021
Q4 2020
|
Hengehold Capital Management LLC
|
BUY
|
- |
67+ 0.64% |
$1.46K - $1.47K
|
10.6K
$0
|
|
Feb 04, 2021
Q4 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
39New |
$847 - $853
|
39
$0
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 0.49% |
$435 - $438
|
4.08K
$0
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 0.79% |
$326 - $328
|
1.91K
$0
|
|
Feb 11, 2021
Q4 2020
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4+ 0.03% |
$86.9 - $87.5
|
14.4K
$0
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-34Closed |
$739 - $744
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50- 0.23% |
$1.09K - $1.09K
|
21.7K
$0
|
|
Feb 12, 2021
Q4 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50- 2.04% |
$1.09K - $1.09K
|
2.4K
$0
|
|
Feb 03, 2021
Q4 2020
|
Kessler Investment Group, LLC
|
SELL
|
- |
-80- 0.15% |
$1.74K - $1.75K
|
53.7K
$0
|
|
Feb 08, 2021
Q4 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-87- 0.47% |
$1.89K - $1.9K
|
18.5K
$0
|
|
Jan 11, 2021
Q4 2020
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-400- 1.44% |
$8.69K - $8.75K
|
27.3K
$0
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-501- 1.3% |
$10.9K - $11K
|
38.1K
$0
|
|
Feb 03, 2021
Q4 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1KClosed |
$21.7K - $21.9K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.16K- 30.79% |
$25.3K - $25.5K
|
2.62K
$0
|
|
Feb 12, 2021
Q4 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.18KClosed |
$25.5K - $25.7K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.18K- 5.7% |
$25.7K - $25.9K
|
19.6K
$0
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.22K- 2.55% |
$26.5K - $26.7K
|
46.6K
$0
|
|
Jan 26, 2021
Q4 2020
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.33KClosed |
$29K - $29.2K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2K- 16.14% |
$43.5K - $43.8K
|
10.4K
$0
|
|
Feb 02, 2021
Q4 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.44K- 16.88% |
$53K - $53.4K
|
12K
$0
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.65KClosed |
$57.6K - $58K
|
0
$0
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-2.84K- 9.89% |
$61.7K - $62.1K
|
25.9K
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.28KClosed |
$71.3K - $71.8K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.34K- 6.05% |
$72.7K - $73.2K
|
51.9K
$0
|
|
Jan 19, 2021
Q4 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.79K- 3.08% |
$82.3K - $82.8K
|
119K
$0
|
|
Jan 22, 2021
Q4 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.82K- 12.81% |
$83K - $83.5K
|
26K
$0
|