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 |
---|---|---|---|---|---|---|---|
Feb 12, 2021
Q4 2020
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
15.2KNew |
$339K - $343K
|
15.2K
$314K
|
|
Feb 10, 2021
Q4 2020
|
Gs Investments, Inc.
|
BUY
|
- |
15.2K+ 105.32% |
$338K - $343K
|
29.5K
$611K
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 16.29% |
$307K - $311K
|
98K
$2.03M
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.6K+ 94.71% |
$304K - $308K
|
28K
$579K
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
13.5KNew |
$301K - $305K
|
13.5K
$279K
|
|
Jan 27, 2021
Q4 2020
|
Segment Wealth Management, LLC
|
BUY
|
- |
13.5K+ 49.83% |
$301K - $305K
|
40.5K
$838K
|
|
Jul 08, 2021
Q4 2020
|
Newport Capital Group, LLC
|
BUY
|
- |
13KNew |
$290K - $294K
|
13K
$269K
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.1K+ 23.31% |
$270K - $273K
|
63.9K
$1.32M
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12KNew |
$268K - $272K
|
12K
$248K
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11K+ 11.08% |
$246K - $249K
|
110K
$2.28M
|
|
Feb 12, 2021
Q4 2020
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
10.9K+ 232.91% |
$244K - $247K
|
15.6K
$322K
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.5K+ 85.89% |
$234K - $237K
|
22.7K
$469K
|
|
Jan 28, 2021
Q4 2020
|
New Potomac Partners, LLC
|
BUY
|
- |
10.4K+ 30.08% |
$233K - $236K
|
45.1K
$933K
|
|
Jan 19, 2021
Q4 2020
|
Insight Wealth Partners, LLC
|
BUY
|
- |
10.3KNew |
$230K - $233K
|
10.3K
$213K
|
|
Feb 16, 2021
Q4 2020
|
Rede Wealth, LLC
|
BUY
|
- |
10.3KNew |
$230K - $233K
|
10.3K
$213K
|
|
Feb 08, 2021
Q4 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.91KNew |
$221K - $224K
|
9.91K
$205K
|
|
Jan 14, 2021
Q4 2020
|
Curbstone Financial Management Corp
|
BUY
|
- |
9.66K+ 50.18% |
$216K - $219K
|
28.9K
$598K
|
|
Feb 08, 2021
Q4 2020
|
First National Corp
|
BUY
|
- |
9.5KNew |
$212K - $215K
|
9.5K
$197K
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
9.4K+ 845.05% |
$210K - $213K
|
10.5K
$217K
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.01K+ 13.2% |
$201K - $204K
|
77.2K
$1.6M
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
BUY
|
- |
8.65KNew |
$193K - $196K
|
8.65K
$179K
|
|
Feb 04, 2021
Q4 2020
|
Tlwm
San Antonio, TX |
BUY
|
- |
8.45K+ 6.62% |
$189K - $191K
|
136K
$2.82M
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.29K+ 7.15% |
$163K - $165K
|
109K
$2.26M
|
|
Jan 25, 2021
Q4 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
6.94K+ 27.87% |
$155K - $157K
|
31.9K
$659K
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
6.88K+ 30.63% |
$154K - $156K
|
29.3K
$607K
|
|
Jun 11, 2021
Q4 2020
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6.75KNew |
$151K - $153K
|
6.75K
$140K
|
|
Feb 10, 2021
Q4 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6.35KNew |
$142K - $144K
|
6.35K
$131K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.71K+ 28.08% |
$128K - $129K
|
26K
$539K
|
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.54K+ 3.63% |
$124K - $125K
|
158K
$3.27M
|
|
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.42KNew |
$121K - $123K
|
5.42K
$112K
|
|
Jan 27, 2021
Q4 2020
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.24K+ 17.53% |
$117K - $119K
|
35.2K
$727K
|
|
Feb 01, 2021
Q4 2020
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.91K+ 36.51% |
$110K - $111K
|
18.3K
$379K
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.76K+ 40.52% |
$106K - $108K
|
16.5K
$341K
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
4.49KNew |
$100K - $102K
|
4.49K
$93K
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.08K+ 120.37% |
$91.1K - $92.3K
|
7.46K
$154K
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
3.91K+ 10.06% |
$87.4K - $88.6K
|
42.8K
$886K
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.86K+ 3.95% |
$86.3K - $87.4K
|
102K
$2.11M
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
3.64KNew |
$81.3K - $82.4K
|
3.64K
$75.3K
|
|
Feb 12, 2021
Q4 2020
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3.44K+ 4.36% |
$76.8K - $77.8K
|
82.3K
$1.7M
|
|
Jan 12, 2021
Q4 2020
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.86K+ 14.53% |
$63.9K - $64.7K
|
22.5K
$466K
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
BUY
|
- |
2.5KNew |
$55.9K - $56.6K
|
2.5K
$51.7K
|
|
Feb 02, 2021
Q4 2020
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.87K+ 7.68% |
$41.7K - $42.2K
|
26.2K
$541K
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.77KNew |
$39.6K - $40.1K
|
1.77K
$36.7K
|
|
Feb 05, 2021
Q4 2020
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.77K+ 2.71% |
$39.5K - $40.1K
|
67.2K
$1.39M
|
|
Jan 28, 2021
Q4 2020
|
Bray Capital Advisors
|
BUY
|
- |
1.58KNew |
$35.2K - $35.6K
|
1.58K
$32.6K
|
|
Feb 09, 2021
Q4 2020
|
Souders Financial Advisors
|
BUY
|
- |
1.45K+ 2.27% |
$32.5K - $32.9K
|
65.4K
$1.35M
|
|
Feb 04, 2021
Q4 2020
|
Iowa State Bank
|
BUY
|
- |
1.2K+ 8.76% |
$26.7K - $27K
|
14.8K
$307K
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.1K+ 42.59% |
$24.6K - $24.9K
|
3.68K
$76.2K
|
|
Jan 20, 2021
Q4 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.01K+ 5.3% |
$22.6K - $22.9K
|
20.1K
$416K
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$22.3K - $22.6K
|
1K
$20.7K
|