Purchases and Sales Made in Q3 2021 in Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.84MNew |
$39.3M - $39.8M
|
1.84M
$35.7M
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
236K+ 46.85% |
$5.07M - $5.12M
|
741K
$14.4M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
210KNew |
$4.51M - $4.56M
|
210K
$4.09M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
192K+ 163.19% |
$4.12M - $4.17M
|
310K
$6.03M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
125K+ 18.86% |
$2.67M - $2.7M
|
786K
$15.3M
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
97.3KNew |
$2.08M - $2.11M
|
97.3K
$1.89M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
94.9K+ 23.61% |
$2.03M - $2.05M
|
497K
$9.65M
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
68K+ 5.01% |
$1.46M - $1.47M
|
1.42M
$27.7M
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
52.7K+ 11.28% |
$1.13M - $1.14M
|
520K
$10.1M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
52.1K+ 225.55% |
$1.12M - $1.13M
|
75.2K
$1.46M
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
51.6K+ 4.46% |
$1.1M - $1.12M
|
1.21M
$23.5M
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
51.2K+ 21.32% |
$1.1M - $1.11M
|
291K
$5.66M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
49.8K+ 16.25% |
$1.07M - $1.08M
|
357K
$6.93M
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
48.6K+ 12.99% |
$1.04M - $1.05M
|
423K
$8.21M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
48.6KNew |
$1.04M - $1.05M
|
48.6K
$944K
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
44.2K+ 24.29% |
$947K - $957K
|
226K
$4.39M
|
|
Oct 04, 2021
Q3 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
42.2K+ 22.03% |
$904K - $914K
|
234K
$4.54M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.9K+ 13.83% |
$834K - $843K
|
320K
$6.23M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
36.1KNew |
$774K - $783K
|
36.1K
$702K
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
BUY
|
- |
32.9K+ 55.67% |
$704K - $712K
|
91.9K
$1.78M
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
31.1K+ 57.56% |
$666K - $674K
|
85.1K
$1.65M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.8K+ 3.66% |
$575K - $581K
|
761K
$14.8M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24.1K+ 125.26% |
$516K - $522K
|
43.3K
$842K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
23.2K+ 13.48% |
$498K - $503K
|
195K
$3.8M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
22.6KNew |
$483K - $489K
|
22.6K
$438K
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
20.4KNew |
$437K - $442K
|
20.4K
$396K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.6K+ 438.82% |
$419K - $424K
|
24K
$467K
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
18.9K+ 6.11% |
$405K - $409K
|
328K
$6.38M
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
16.5KNew |
$353K - $357K
|
16.5K
$320K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.3KNew |
$349K - $353K
|
16.3K
$316K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16KNew |
$343K - $347K
|
16K
$311K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.8KNew |
$252K - $255K
|
11.8K
$228K
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11.6KNew |
$248K - $251K
|
11.6K
$225K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11K+ 5.1% |
$235K - $238K
|
226K
$4.39M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10KNew |
$214K - $217K
|
10K
$194K
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
8.84K+ 15.29% |
$189K - $192K
|
66.7K
$1.3M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.6K+ 9.44% |
$184K - $186K
|
99.7K
$1.94M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
8.25K+ 2.07% |
$177K - $179K
|
406K
$7.9M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.01K+ 68.84% |
$171K - $173K
|
19.6K
$382K
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
7.68K+ 25.89% |
$164K - $166K
|
37.3K
$725K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.94K+ 34.92% |
$149K - $150K
|
26.8K
$521K
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
6.85K+ 7.81% |
$147K - $148K
|
94.6K
$1.84M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.85K+ 27.66% |
$147K - $148K
|
31.6K
$614K
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.9K+ 12.65% |
$126K - $128K
|
52.5K
$1.02M
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.77K+ 17.81% |
$124K - $125K
|
38.2K
$742K
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
5.25K+ 1.48% |
$112K - $114K
|
359K
$6.98M
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.16K+ 38.73% |
$111K - $112K
|
18.5K
$359K
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.75K+ 50.0% |
$102K - $103K
|
14.3K
$277K
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
4.62K+ 17.76% |
$99K - $100K
|
30.6K
$595K
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.01K+ 2.27% |
$85.8K - $86.8K
|
181K
$3.51M
|