Purchases and Sales Made in Q1 2021 in Invesco Et Self Idxd Fd Tr Bul (BSCO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2021
Q1 2021
|
Iowa State Bank
|
BUY
|
- |
22.8K+ 112.7% |
$504K - $510K
|
43K
$909K
|
|
|
Apr 30, 2021
Q1 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
22.8K+ 20.63% |
$504K - $510K
|
133K
$2.82M
|
|
|
Apr 13, 2021
Q1 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
22.4K+ 201.68% |
$495K - $501K
|
33.5K
$707K
|
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.4KNew |
$474K - $480K
|
21.4K
$452K
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.9K+ 30.7% |
$462K - $468K
|
89K
$1.88M
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
20.1K+ 16.4% |
$444K - $449K
|
142K
$3M
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.2K+ 3.48% |
$403K - $408K
|
541K
$11.4M
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.1K+ 3.97% |
$401K - $406K
|
475K
$10M
|
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
17.4KNew |
$384K - $389K
|
17.4K
$367K
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
15.8K+ 57.78% |
$350K - $355K
|
43.2K
$913K
|
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15.6K+ 8.28% |
$346K - $350K
|
204K
$4.31M
|
|
|
May 14, 2021
Q1 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
14.7KNew |
$325K - $328K
|
14.7K
$310K
|
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
14.4K+ 1.38% |
$319K - $322K
|
1.06M
$22.3M
|
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
14KNew |
$309K - $313K
|
14K
$295K
|
|
|
Apr 29, 2021
Q1 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
13.9K+ 110.77% |
$307K - $311K
|
26.4K
$558K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 36.99% |
$306K - $310K
|
51.2K
$1.08M
|
|
|
May 12, 2021
Q1 2021
|
Rede Wealth, LLC
|
BUY
|
- |
11.9KNew |
$264K - $268K
|
11.9K
$252K
|
|
|
Apr 05, 2021
Q1 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
11.4K+ 2.28% |
$251K - $254K
|
509K
$10.7M
|
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
10.6K+ 35.77% |
$235K - $237K
|
40.2K
$850K
|
|
|
Apr 14, 2021
Q1 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
10.5K+ 20.01% |
$233K - $236K
|
63.1K
$1.33M
|
|
|
May 11, 2021
Q1 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
10.4KNew |
$230K - $233K
|
10.4K
$219K
|
|
|
May 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
10.3K+ 22.09% |
$227K - $230K
|
56.7K
$1.2M
|
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
10.2KNew |
$226K - $229K
|
10.2K
$216K
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10KNew |
$222K - $225K
|
10K
$212K
|
|
|
May 14, 2021
Q1 2021
|
Heron Bay Capital Management
|
BUY
|
- |
9.69KNew |
$215K - $217K
|
9.69K
$205K
|
|
|
Apr 19, 2021
Q1 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.21K+ 6.7% |
$204K - $206K
|
147K
$3.1M
|
|
|
Apr 26, 2021
Q1 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
8.97K+ 3.12% |
$199K - $201K
|
297K
$6.27M
|
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.45K+ 11.15% |
$187K - $189K
|
84.2K
$1.78M
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
BUY
|
- |
8.35K+ 69.29% |
$185K - $187K
|
20.4K
$431K
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
8.16K+ 36.5% |
$181K - $183K
|
30.5K
$644K
|
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7.17KNew |
$159K - $161K
|
7.17K
$151K
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.04K+ 2.05% |
$156K - $158K
|
350K
$7.4M
|
|
|
Apr 29, 2021
Q1 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
6.45K+ 2.75% |
$143K - $145K
|
241K
$5.09M
|
|
|
May 10, 2021
Q1 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6.34K+ 16.71% |
$140K - $142K
|
44.3K
$935K
|
|
|
Jun 10, 2021
Q1 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5.81K+ 4.5% |
$129K - $130K
|
135K
$2.85M
|
|
|
May 10, 2021
Q1 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
5.59K+ 20.18% |
$124K - $125K
|
33.3K
$703K
|
|
|
Apr 15, 2021
Q1 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.17K+ 6.46% |
$114K - $116K
|
85.2K
$1.8M
|
|
|
May 14, 2021
Q1 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$111K - $112K
|
5K
$106K
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.95K+ 55.16% |
$110K - $111K
|
13.9K
$294K
|
|
|
Apr 14, 2021
Q1 2021
|
Cypress Capital Group
|
BUY
|
- |
4.77K+ 7.04% |
$106K - $107K
|
72.5K
$1.53M
|
|
|
May 04, 2021
Q1 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.67K+ 12.52% |
$103K - $105K
|
42K
$887K
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.57K+ 4.36% |
$101K - $102K
|
109K
$2.31M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.28K+ 19.89% |
$94.8K - $95.9K
|
25.8K
$545K
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.25K+ 12.36% |
$94K - $95.1K
|
38.6K
$815K
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.18K+ 3.18% |
$92.5K - $93.6K
|
136K
$2.86M
|
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.16K+ 86.52% |
$92K - $93.1K
|
8.96K
$189K
|
|
|
Apr 09, 2021
Q1 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4.12K+ 3.17% |
$91.2K - $92.3K
|
134K
$2.83M
|
|
|
May 18, 2021
Q1 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.95K+ 19.6% |
$87.4K - $88.4K
|
24.1K
$509K
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
3.81K+ 12.93% |
$84.4K - $85.4K
|
33.3K
$703K
|
|
|
May 14, 2021
Q1 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3.78K+ 3.98% |
$83.5K - $84.5K
|
98.7K
$2.09M
|