Purchases and Sales Made in Q4 2021 in Invesco Et Self Idxd Fd Tr Bul (BSCN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
8.72K+ 9.32% |
$187K - $189K
|
102K
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
8.7K+ 3.02% |
$187K - $189K
|
297K
$0
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.57K+ 15.51% |
$184K - $186K
|
63.9K
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.87KNew |
$169K - $171K
|
7.87K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6.41KNew |
$138K - $139K
|
6.41K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6.4KNew |
$137K - $139K
|
6.4K
$0
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.81K+ 2.37% |
$125K - $126K
|
250K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
5.4K+ 4.43% |
$116K - $117K
|
127K
$0
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.37K+ 31.17% |
$115K - $116K
|
22.6K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
4.87K+ 4.73% |
$104K - $106K
|
108K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.8K+ 51.85% |
$103K - $104K
|
14K
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
4.52K+ 0.99% |
$96.9K - $98K
|
459K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
4.2K+ 1.09% |
$90K - $91K
|
389K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.05K+ 0.52% |
$86.9K - $87.8K
|
788K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.88K+ 1.88% |
$83.3K - $84.2K
|
211K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
3.64K+ 13.7% |
$78.1K - $79K
|
30.2K
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.54K+ 7.19% |
$75.9K - $76.7K
|
52.7K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.53K+ 78.38% |
$75.7K - $76.6K
|
8.04K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
3.51K+ 1.23% |
$75.2K - $76.1K
|
289K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.34K+ 2.54% |
$71.6K - $72.4K
|
135K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.2K+ 1.12% |
$68.7K - $69.5K
|
290K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.08K+ 3.71% |
$66K - $66.7K
|
86K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3.05K+ 6.99% |
$65.5K - $66.2K
|
46.7K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
2.36K+ 7.97% |
$50.5K - $51.1K
|
31.9K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.32KNew |
$49.8K - $50.3K
|
2.32K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.23K+ 10.3% |
$47.9K - $48.4K
|
23.9K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.12K+ 2.44% |
$45.4K - $45.9K
|
88.9K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.94K+ 0.78% |
$41.5K - $42K
|
249K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 4.94% |
$39.4K - $39.9K
|
39.1K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.78KNew |
$38.2K - $38.7K
|
1.78K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.63K+ 12.38% |
$35K - $35.4K
|
14.8K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.63KNew |
$35K - $35.4K
|
1.63K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.55K+ 63.16% |
$33.2K - $33.6K
|
4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
1.52K+ 3.28% |
$32.6K - $32.9K
|
47.9K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.48K+ 7.26% |
$31.7K - $32K
|
21.8K
$0
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.3K+ 4.47% |
$27.9K - $28.2K
|
30.4K
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.21K+ 0.5% |
$26K - $26.3K
|
241K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Paradiem, LLC
|
BUY
|
- |
1.15K+ 0.76% |
$24.8K - $25K
|
153K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.13K+ 4.31% |
$24.3K - $24.5K
|
27.4K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.07K+ 3.02% |
$22.9K - $23.2K
|
36.5K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1K+ 5.6% |
$21.5K - $21.7K
|
18.9K
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
686+ 2.62% |
$14.7K - $14.9K
|
26.9K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
BUY
|
- |
600+ 1.57% |
$12.9K - $13K
|
38.8K
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
600+ 1.92% |
$12.9K - $13K
|
31.8K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
565New |
$12.1K - $12.2K
|
565
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
538+ 2.19% |
$11.5K - $11.7K
|
25.1K
$0
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
538+ 2.19% |
$11.5K - $11.7K
|
25.1K
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
455+ 2.82% |
$9.76K - $9.86K
|
16.6K
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
454New |
$9.74K - $9.84K
|
454
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 2.55% |
$8.58K - $8.67K
|
16.1K
$0
|