Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
BUY
|
- |
2.44M+ 10512.56% |
$54.5M - $55.2M
|
2.46M
$51M
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.03MNew |
$23.1M - $23.4M
|
1.03M
$21.4M
|
|
Feb 10, 2021
Q4 2020
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
595K+ 424805.0% |
$13.3M - $13.5M
|
595K
$12.3M
|
|
Feb 12, 2021
Q4 2020
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
233KNew |
$5.21M - $5.28M
|
233K
$4.83M
|
|
Feb 08, 2021
Q4 2020
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
207K+ 726.91% |
$4.63M - $4.69M
|
236K
$4.88M
|
|
Feb 08, 2021
Q4 2020
|
Goepper Burkhardt LLC
|
BUY
|
- |
172KNew |
$3.83M - $3.88M
|
172K
$3.55M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
163KNew |
$3.64M - $3.69M
|
163K
$3.37M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
160K+ 40.99% |
$3.57M - $3.62M
|
550K
$11.4M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
159K+ 16.57% |
$3.55M - $3.59M
|
1.12M
$23.1M
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
BUY
|
- |
140K+ 68.42% |
$3.13M - $3.17M
|
345K
$7.14M
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
101KNew |
$2.26M - $2.29M
|
101K
$2.09M
|
|
Mar 05, 2021
Q4 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
99.6K+ 127.35% |
$2.22M - $2.25M
|
178K
$3.68M
|
|
Jan 21, 2021
Q4 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
96.1K+ 21.94% |
$2.15M - $2.17M
|
534K
$11.1M
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
88.1K+ 2516.86% |
$1.97M - $1.99M
|
91.6K
$1.9M
|
|
Feb 19, 2021
Q4 2020
|
3 D/L Capital Management, LLC
|
BUY
|
- |
84.6KNew |
$1.89M - $1.92M
|
84.6K
$1.75M
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
84.1K+ 470.29% |
$1.88M - $1.9M
|
102K
$2.11M
|
|
Jan 27, 2021
Q4 2020
|
Davis R M Inc
Portland, ME |
BUY
|
- |
73K+ 64.45% |
$1.63M - $1.65M
|
186K
$3.86M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
68.7K+ 15.26% |
$1.53M - $1.55M
|
519K
$10.7M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
59.3K+ 14.61% |
$1.33M - $1.34M
|
465K
$9.64M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54.5K+ 61.22% |
$1.22M - $1.23M
|
144K
$2.97M
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
47.5KNew |
$1.06M - $1.08M
|
47.5K
$984K
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
47.2K+ 60.99% |
$1.05M - $1.07M
|
125K
$2.58M
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.4K+ 40.27% |
$1.04M - $1.05M
|
162K
$3.35M
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
45.4KNew |
$1.01M - $1.03M
|
45.4K
$941K
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
44.4K+ 14.36% |
$992K - $1.01M
|
354K
$7.33M
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.7K+ 116.58% |
$931K - $943K
|
77.4K
$1.6M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41.6K+ 17.91% |
$929K - $941K
|
274K
$5.67M
|
|
Jan 04, 2021
Q4 2020
|
Red Spruce Capital, LLC
|
BUY
|
- |
40.7K+ 35.01% |
$910K - $922K
|
157K
$3.25M
|
|
Jan 20, 2021
Q4 2020
|
Eastern Bank
|
BUY
|
- |
36.5K+ 4.66% |
$816K - $827K
|
821K
$17M
|
|
Feb 04, 2021
Q4 2020
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
36.5K+ 228.17% |
$815K - $826K
|
52.5K
$1.09M
|
|
Jan 29, 2021
Q4 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
36.5K+ 54.63% |
$815K - $825K
|
103K
$2.14M
|
|
Feb 12, 2021
Q4 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
34K+ 10.45% |
$761K - $770K
|
360K
$7.45M
|
|
Feb 11, 2021
Q4 2020
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
33.8KNew |
$755K - $765K
|
33.8K
$700K
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
33.6K+ 7.36% |
$750K - $760K
|
490K
$10.1M
|
|
Jan 12, 2021
Q4 2020
|
Cypress Capital Group
|
BUY
|
- |
26.8KNew |
$598K - $606K
|
26.8K
$555K
|
|
Jan 27, 2021
Q4 2020
|
Camelot Portfolios, LLC
|
BUY
|
- |
26.6K+ 15.54% |
$595K - $602K
|
198K
$4.1M
|
|
Feb 01, 2021
Q4 2020
|
Novare Capital Management LLC
|
BUY
|
- |
23.2K+ 7.57% |
$518K - $525K
|
330K
$6.82M
|
|
Feb 04, 2021
Q4 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
21.1K+ 19.12% |
$471K - $477K
|
131K
$2.72M
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.4K+ 81.52% |
$456K - $462K
|
45.5K
$941K
|
|
Feb 09, 2021
Q4 2020
|
Marietta Wealth Management, LLC
|
BUY
|
- |
19.9K+ 4.88% |
$445K - $451K
|
429K
$8.87M
|
|
Feb 10, 2021
Q4 2020
|
Cookson Peirce & CO Inc
|
BUY
|
- |
19.7K+ 8.2% |
$441K - $447K
|
260K
$5.39M
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19.1K+ 151.39% |
$427K - $433K
|
31.8K
$658K
|
|
Mar 17, 2022
Q4 2020
|
Retirement Solution Inc.
|
BUY
|
- |
18.8KNew |
$420K - $425K
|
18.8K
$389K
|
|
Feb 12, 2021
Q4 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.7K+ 24.15% |
$396K - $401K
|
91.1K
$1.89M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.5K+ 2.38% |
$391K - $396K
|
751K
$15.6M
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.4K+ 22.78% |
$389K - $394K
|
93.8K
$1.94M
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
16.7K+ 16.37% |
$373K - $378K
|
119K
$2.46M
|
|
Jan 28, 2021
Q4 2020
|
Legacy Financial Group LLC
|
BUY
|
- |
16.6KNew |
$370K - $375K
|
16.6K
$343K
|
|
Jan 20, 2021
Q4 2020
|
Mirador Capital Partners LP
|
BUY
|
- |
16.3K+ 7.71% |
$365K - $369K
|
228K
$4.72M
|
|
Jan 20, 2021
Q4 2020
|
Solitude Financial Services
|
BUY
|
- |
15.5KNew |
$346K - $351K
|
15.5K
$321K
|