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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.51K+ 14.55% |
$77.8K - $78.7K
|
27.7K
$584K
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.13KNew |
$69.2K - $70K
|
3.13K
$66K
|
|
Apr 13, 2021
Q1 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.12K+ 14.92% |
$69.1K - $69.9K
|
24K
$508K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.74KNew |
$60.6K - $61.3K
|
2.74K
$57.8K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.5K+ 3.15% |
$55.4K - $56K
|
81.9K
$1.73M
|
|
Apr 16, 2021
Q1 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.5K+ 14.48% |
$55.3K - $56K
|
19.8K
$418K
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.48K+ 0.52% |
$54.8K - $55.5K
|
483K
$10.2M
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.32K+ 3.86% |
$51.3K - $51.9K
|
62.4K
$1.32M
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.29K+ 22.53% |
$50.7K - $51.3K
|
12.5K
$263K
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.24K+ 14.32% |
$49.6K - $50.2K
|
17.9K
$378K
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.22K+ 15.4% |
$49.1K - $49.7K
|
16.6K
$351K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.15K+ 13.74% |
$47.5K - $48.1K
|
17.8K
$375K
|
|
Nov 12, 2021
Q1 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.93KNew |
$42.6K - $43.1K
|
1.93K
$40.7K
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.91KNew |
$42.2K - $42.7K
|
1.91K
$40.3K
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.86KNew |
$41.2K - $41.7K
|
1.86K
$39.3K
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
BUY
|
- |
1.86KNew |
$41.2K - $41.7K
|
1.86K
$39.3K
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.84K+ 14.57% |
$40.7K - $41.2K
|
14.5K
$305K
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$39.1K - $39.6K
|
1.77K
$37.3K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.76K+ 3.29% |
$39K - $39.5K
|
55.3K
$1.17M
|
|
May 18, 2021
Q1 2021
|
Paradiem, LLC
|
BUY
|
- |
1.42K+ 1.27% |
$31.4K - $31.8K
|
113K
$2.38M
|
|
May 11, 2021
Q1 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.4K+ 1.84% |
$31K - $31.4K
|
77.5K
$1.64M
|
|
May 12, 2021
Q1 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
1.33K+ 0.75% |
$29.5K - $29.8K
|
178K
$3.76M
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.28K+ 2.54% |
$28.3K - $28.7K
|
51.7K
$1.09M
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.25KNew |
$27.6K - $27.9K
|
1.25K
$26.4K
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.23KNew |
$27.2K - $27.5K
|
1.23K
$26K
|
|
May 11, 2021
Q1 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1K+ 8.05% |
$22.1K - $22.4K
|
13.4K
$283K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
842New |
$18.6K - $18.9K
|
842
$17.8K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
794+ 6.57% |
$17.6K - $17.8K
|
12.9K
$272K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
754New |
$16.7K - $16.9K
|
754
$15.9K
|
|
May 13, 2021
Q1 2021
|
Souders Financial Advisors
|
BUY
|
- |
739+ 1.12% |
$16.4K - $16.5K
|
66.6K
$1.41M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
637+ 2.46% |
$14.1K - $14.3K
|
26.5K
$560K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
594+ 26.71% |
$13.1K - $13.3K
|
2.82K
$59.5K
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
437+ 0.82% |
$9.67K - $9.78K
|
53.4K
$1.13M
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
379+ 1.43% |
$8.39K - $8.49K
|
26.9K
$568K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
243New |
$5.38K - $5.44K
|
243
$5.13K
|
|
May 10, 2021
Q1 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
200+ 0.87% |
$4.43K - $4.48K
|
23.1K
$488K
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
BUY
|
- |
106+ 1.0% |
$2.35K - $2.37K
|
10.7K
$226K
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
87+ 3.7% |
$1.93K - $1.95K
|
2.44K
$51.5K
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
61+ 100.0% |
$1.35K - $1.37K
|
122
$2.58K
|
|
Feb 13, 2025
Q1 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
60+ 0.52% |
$1.33K - $1.34K
|
11.7K
$247K
|
|
Apr 30, 2021
Q1 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.27% |
$1.11K - $1.12K
|
18.3K
$386K
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22+ 0.53% |
$487 - $493
|
4.21K
$88.9K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.49% |
$155 - $157
|
1.42K
$30K
|
|
May 12, 2021
Q1 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5+ 0.02% |
$111 - $112
|
22.4K
$473K
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$44.3 - $44.8
|
22.5K
$475K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-33- 0.08% |
$730 - $739
|
40.4K
$854K
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-149- 0.2% |
$3.3K - $3.34K
|
73.6K
$1.56M
|
|
Mar 17, 2022
Q1 2021
|
Retirement Solution Inc.
|
SELL
|
- |
-206- 0.79% |
$4.56K - $4.61K
|
26K
$548K
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-263- 0.56% |
$5.82K - $5.89K
|
46.6K
$985K
|