Purchases and Sales Made in Q3 2021 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO ET SELD IDXD FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.46MNew |
$54.5M - $55M
|
2.46M
$50.7M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
347K+ 78.63% |
$7.7M - $7.78M
|
789K
$16.3M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
220K+ 37.93% |
$4.88M - $4.93M
|
800K
$16.5M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
209K+ 13.1% |
$4.64M - $4.69M
|
1.81M
$37.3M
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
126K+ 33.3% |
$2.79M - $2.81M
|
503K
$10.4M
|
|
Oct 21, 2021
Q3 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
112K+ 24.44% |
$2.49M - $2.52M
|
572K
$11.8M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
110K+ 71.61% |
$2.45M - $2.47M
|
264K
$5.46M
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
99.3KNew |
$2.2M - $2.23M
|
99.3K
$2.05M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85K+ 3.87% |
$1.89M - $1.91M
|
2.28M
$47.2M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
83.3K+ 17.46% |
$1.85M - $1.87M
|
561K
$11.6M
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
80.7K+ 5.08% |
$1.79M - $1.81M
|
1.67M
$34.5M
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
76.1K+ 5.69% |
$1.69M - $1.71M
|
1.41M
$29.2M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.1K+ 7.42% |
$1.42M - $1.44M
|
927K
$19.1M
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
57.9K+ 5.92% |
$1.28M - $1.3M
|
1.04M
$21.4M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
54.3K+ 7.71% |
$1.2M - $1.22M
|
758K
$15.7M
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
50.7K+ 13.51% |
$1.12M - $1.14M
|
426K
$8.79M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.3K+ 44.73% |
$1.05M - $1.06M
|
153K
$3.16M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.1K+ 242.74% |
$957K - $967K
|
60.9K
$1.26M
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
36.8K+ 7.51% |
$817K - $826K
|
527K
$10.9M
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
35.5K+ 15.11% |
$788K - $796K
|
271K
$5.59M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.7K+ 4.93% |
$770K - $778K
|
738K
$15.2M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29K+ 5.07% |
$644K - $650K
|
601K
$12.4M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.6K+ 163.12% |
$634K - $641K
|
46.1K
$952K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27KNew |
$598K - $604K
|
27K
$557K
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
21.9K+ 24.62% |
$486K - $491K
|
111K
$2.29M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
21.8KNew |
$484K - $489K
|
21.8K
$450K
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
20.6K+ 44.14% |
$458K - $462K
|
67.4K
$1.39M
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
18.9K+ 6.34% |
$420K - $424K
|
317K
$6.55M
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
18.4K+ 33.97% |
$409K - $413K
|
72.7K
$1.5M
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
18.1K+ 4.33% |
$402K - $407K
|
438K
$9.04M
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
17.9K+ 24.48% |
$396K - $400K
|
90.9K
$1.88M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.5KNew |
$388K - $392K
|
17.5K
$361K
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.2K+ 173.52% |
$381K - $385K
|
27.1K
$560K
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
16.7KNew |
$370K - $374K
|
16.7K
$345K
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
BUY
|
- |
15.9K+ 26.07% |
$352K - $356K
|
76.8K
$1.59M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$281K - $284K
|
12.7K
$262K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
12.7K+ 15.24% |
$281K - $284K
|
95.8K
$1.98M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.2KNew |
$271K - $273K
|
12.2K
$252K
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.1K+ 29.18% |
$268K - $271K
|
53.6K
$1.11M
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11.2KNew |
$249K - $251K
|
11.2K
$232K
|
|
Nov 02, 2021
Q3 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
11KNew |
$243K - $245K
|
11K
$226K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.4K+ 20.3% |
$230K - $232K
|
61.4K
$1.27M
|
|
Nov 15, 2021
Q3 2021
|
Paradiem, LLC
|
BUY
|
- |
10KNew |
$222K - $224K
|
10K
$207K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
9.97K+ 0.56% |
$221K - $223K
|
1.8M
$37.3M
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
9.59KNew |
$213K - $215K
|
9.59K
$198K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.86K+ 4.48% |
$196K - $199K
|
207K
$4.27M
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
8.29KNew |
$184K - $186K
|
8.29K
$171K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.81K+ 70.15% |
$173K - $175K
|
18.9K
$391K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
7.8K+ 1.18% |
$173K - $175K
|
666K
$13.8M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
7.48K+ 3.49% |
$166K - $168K
|
222K
$4.58M
|