Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16.1KNew |
$352K - $358K
|
16.1K
$334K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
16K+ 33.65% |
$349K - $356K
|
63.5K
$1.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 17.45% |
$330K - $335K
|
102K
$2.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
15K+ 138.87% |
$327K - $333K
|
25.7K
$533K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.6KNew |
$319K - $324K
|
14.6K
$302K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.1KNew |
$309K - $314K
|
14.1K
$293K
|
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
13.7K+ 2.4% |
$300K - $306K
|
586K
$12.1M
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
13.2K+ 54.61% |
$288K - $293K
|
37.3K
$772K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13K+ 21.1% |
$283K - $288K
|
74.4K
$1.54M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
12.8KNew |
$280K - $285K
|
12.8K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.1K+ 12.98% |
$266K - $270K
|
106K
$2.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
12.1KNew |
$264K - $269K
|
12.1K
$250K
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
12KNew |
$262K - $267K
|
12K
$248K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.1K+ 8.85% |
$243K - $247K
|
137K
$2.83M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.9KNew |
$239K - $243K
|
10.9K
$226K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
10.4K+ 71.89% |
$227K - $231K
|
24.9K
$515K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2KNew |
$222K - $226K
|
10.2K
$210K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.86K+ 18.27% |
$194K - $197K
|
57.4K
$1.19M
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
8.77K+ 12.06% |
$192K - $195K
|
81.5K
$1.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
7.12K+ 17.24% |
$156K - $158K
|
48.4K
$1M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6.87K+ 17.67% |
$150K - $153K
|
45.7K
$947K
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
6.71K+ 8.73% |
$147K - $149K
|
83.5K
$1.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6.35KNew |
$139K - $141K
|
6.35K
$131K
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.98K+ 5.59% |
$131K - $133K
|
113K
$2.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.82K+ 49.25% |
$127K - $129K
|
17.6K
$365K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.8K+ 42.34% |
$127K - $129K
|
19.5K
$404K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.6K+ 11.76% |
$122K - $125K
|
53.2K
$1.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.22K+ 5.67% |
$114K - $116K
|
97.3K
$2.02M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
4.94K+ 1.14% |
$108K - $110K
|
440K
$9.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.75KNew |
$104K - $106K
|
4.75K
$98.4K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.59K+ 31.31% |
$100K - $102K
|
19.3K
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.45K+ 32.95% |
$97.3K - $98.9K
|
18K
$372K
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
4.26K+ 14.72% |
$93.1K - $94.7K
|
33.2K
$687K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.22K+ 2.11% |
$92.3K - $93.9K
|
204K
$4.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.65K+ 29.91% |
$79.8K - $81.2K
|
15.9K
$328K
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.63K+ 35.24% |
$79.4K - $80.7K
|
13.9K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.27K+ 7.09% |
$71.5K - $72.7K
|
49.4K
$1.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
3.01K+ 2.86% |
$65.9K - $67K
|
108K
$2.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.89K+ 14.26% |
$63.1K - $64.2K
|
23.1K
$479K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.88K+ 13.68% |
$63K - $64.1K
|
23.9K
$496K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.88K+ 18.2% |
$63K - $64.1K
|
18.7K
$388K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
2.66K+ 4.94% |
$58.1K - $59.2K
|
56.5K
$1.17M
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.56K+ 7.36% |
$55.9K - $56.9K
|
37.3K
$773K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.21K+ 2.64% |
$48.4K - $49.2K
|
86.1K
$1.78M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.02KNew |
$44.2K - $45K
|
2.02K
$41.9K
|
|
|
Mar 17, 2022
Q4 2021
|
Retirement Solution Inc.
|
BUY
|
- |
1.91K+ 11.3% |
$41.8K - $42.5K
|
18.8K
$390K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.81K+ 12.7% |
$39.5K - $40.2K
|
16.1K
$332K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.71K+ 12.65% |
$37.3K - $37.9K
|
15.2K
$314K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.62KNew |
$35.5K - $36.1K
|
1.62K
$33.6K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.45K+ 2.27% |
$31.7K - $32.2K
|
65.3K
$1.35M
|