Purchases and Sales Made in Q4 2020 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 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 20, 2021
Q4 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
17.1K+ 4.38% |
$379K - $383K
|
407K
$8.58M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.1K+ 15.57% |
$358K - $361K
|
120K
$2.53M
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16K+ 24.95% |
$354K - $358K
|
80K
$1.69M
|
|
Feb 12, 2021
Q4 2020
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
15.9KNew |
$353K - $357K
|
15.9K
$336K
|
|
Jan 27, 2021
Q4 2020
|
Segment Wealth Management, LLC
|
BUY
|
- |
15.7K+ 51.17% |
$348K - $352K
|
46.4K
$979K
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15.6KNew |
$347K - $350K
|
15.6K
$330K
|
|
Jan 29, 2021
Q4 2020
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 13.41% |
$341K - $344K
|
130K
$2.74M
|
|
Feb 09, 2021
Q4 2020
|
Marietta Wealth Management, LLC
|
BUY
|
- |
15.3K+ 3.49% |
$340K - $343K
|
454K
$9.58M
|
|
Jul 08, 2021
Q4 2020
|
Newport Capital Group, LLC
|
BUY
|
- |
13.6KNew |
$301K - $304K
|
13.6K
$286K
|
|
Feb 10, 2021
Q4 2020
|
Courier Capital LLC
|
BUY
|
- |
13.2K+ 95.61% |
$293K - $296K
|
27.1K
$571K
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.1K+ 32.83% |
$290K - $293K
|
53K
$1.12M
|
|
Feb 08, 2021
Q4 2020
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
12.4KNew |
$275K - $278K
|
12.4K
$262K
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12.3KNew |
$273K - $276K
|
12.3K
$260K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12K+ 17.82% |
$266K - $269K
|
79.4K
$1.68M
|
|
Jan 12, 2021
Q4 2020
|
Cypress Capital Group
|
BUY
|
- |
11.2K+ 19.87% |
$249K - $251K
|
67.7K
$1.43M
|
|
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
$229K - $232K
|
10.3K
$218K
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.3KNew |
$227K - $230K
|
10.3K
$216K
|
|
Feb 08, 2021
Q4 2020
|
First National Corp
|
BUY
|
- |
10.2K+ 82.59% |
$226K - $228K
|
22.6K
$476K
|
|
Feb 19, 2021
Q4 2020
|
3 D/L Capital Management, LLC
|
BUY
|
- |
10.2KNew |
$225K - $228K
|
10.2K
$214K
|
|
Jan 26, 2021
Q4 2020
|
Ironwood Financial, LLC
|
BUY
|
- |
10K+ 20.78% |
$222K - $224K
|
58.2K
$1.23M
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
9.48K+ 846.7% |
$210K - $212K
|
10.6K
$224K
|
|
Jan 25, 2021
Q4 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
9.11K+ 20.93% |
$202K - $204K
|
52.6K
$1.11M
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.03K+ 53.61% |
$200K - $202K
|
25.9K
$546K
|
|
Feb 08, 2021
Q4 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.95K+ 36.45% |
$198K - $200K
|
33.5K
$706K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.81K+ 30.81% |
$195K - $197K
|
37.4K
$789K
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.62K+ 8.97% |
$191K - $193K
|
105K
$2.21M
|
|
Jan 28, 2021
Q4 2020
|
New Potomac Partners, LLC
|
BUY
|
- |
8.26K+ 14.55% |
$183K - $185K
|
65K
$1.37M
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7.9K+ 34.78% |
$175K - $177K
|
30.6K
$646K
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
7.62K+ 38.51% |
$169K - $171K
|
27.4K
$578K
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.42K+ 3.37% |
$164K - $166K
|
228K
$4.8M
|
|
Jan 27, 2021
Q4 2020
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.26K+ 13.75% |
$161K - $162K
|
60K
$1.27M
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
7.03K+ 31.31% |
$156K - $157K
|
29.5K
$622K
|
|
Jan 28, 2021
Q4 2020
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.65K+ 49.26% |
$147K - $149K
|
20.2K
$425K
|
|
Feb 01, 2021
Q4 2020
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.54K+ 21.26% |
$145K - $146K
|
37.3K
$787K
|
|
Jan 19, 2021
Q4 2020
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.91K+ 12.99% |
$131K - $132K
|
51.4K
$1.08M
|
|
Feb 02, 2021
Q4 2020
|
Benedict Financial Advisors Inc
|
BUY
|
- |
5.65K+ 25.64% |
$125K - $127K
|
27.7K
$584K
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.5K+ 4.37% |
$122K - $123K
|
131K
$2.77M
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.12K+ 11.31% |
$113K - $115K
|
50.4K
$1.06M
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
4.89KNew |
$108K - $109K
|
4.89K
$103K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.8K+ 357.14% |
$106K - $107K
|
6.14K
$130K
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.49K+ 24.93% |
$99.5K - $100K
|
22.5K
$474K
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.4K+ 13.0% |
$97.4K - $98.4K
|
38.2K
$806K
|
|
Jan 26, 2021
Q4 2020
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.37K+ 3.28% |
$96.9K - $97.8K
|
138K
$2.9M
|
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.31K+ 2.34% |
$95.6K - $96.5K
|
189K
$3.98M
|
|
Feb 12, 2021
Q4 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.3K+ 4.8% |
$95.3K - $96.3K
|
94K
$1.98M
|
|
Feb 12, 2021
Q4 2020
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.29K+ 18.39% |
$95K - $95.9K
|
27.6K
$582K
|
|
Feb 03, 2021
Q4 2020
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.13K+ 5.74% |
$91.6K - $92.5K
|
76.1K
$1.61M
|
|
Feb 12, 2021
Q4 2020
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3.82K+ 4.19% |
$84.7K - $85.5K
|
95K
$2M
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
3.77KNew |
$83.6K - $84.5K
|
3.77K
$79.6K
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.58K+ 29.67% |
$79.3K - $80.1K
|
15.6K
$330K
|