Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.66M+ 1630.1% |
$34.9M - $35.7M
|
1.76M
$34.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
699K+ 2282.26% |
$14.7M - $15M
|
730K
$14.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
528K+ 148.1% |
$11.1M - $11.4M
|
885K
$17.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
446K+ 397.08% |
$9.37M - $9.58M
|
558K
$10.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
283KNew |
$5.94M - $6.08M
|
283K
$5.49M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
256KNew |
$5.39M - $5.51M
|
256K
$4.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 10.31% |
$3.98M - $4.07M
|
2.03M
$39.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
189K+ 83.5% |
$3.97M - $4.06M
|
415K
$8.06M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
188KNew |
$3.94M - $4.03M
|
188K
$3.65M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
183K+ 36.82% |
$3.84M - $3.93M
|
680K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
164K+ 1592.6% |
$3.44M - $3.52M
|
174K
$3.38M
|
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
133K+ 40.36% |
$2.78M - $2.85M
|
461K
$8.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
126K+ 258.82% |
$2.64M - $2.7M
|
174K
$3.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 121.67% |
$2.55M - $2.61M
|
221K
$4.29M
|
|
|
Jan 03, 2022
Q4 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
106K+ 45.14% |
$2.22M - $2.27M
|
339K
$6.59M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
96.3K+ 31.03% |
$2.02M - $2.07M
|
406K
$7.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
71.2K+ 24.44% |
$1.5M - $1.53M
|
363K
$7.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58.5K+ 7.34% |
$1.23M - $1.26M
|
856K
$16.6M
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
55K+ 13.02% |
$1.16M - $1.18M
|
478K
$9.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
54.5KNew |
$1.14M - $1.17M
|
54.5K
$1.06M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
51.4KNew |
$1.08M - $1.1M
|
51.4K
$998K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.4K+ 402.98% |
$995K - $1.02M
|
59.1K
$1.15M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
45.7K+ 23.39% |
$961K - $983K
|
241K
$4.69M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
44.1K+ 3.65% |
$927K - $949K
|
1.25M
$24.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
41.9KNew |
$880K - $900K
|
41.9K
$814K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
38.3K+ 9.42% |
$804K - $823K
|
445K
$8.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.5KNew |
$746K - $763K
|
35.5K
$690K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
35.2KNew |
$739K - $756K
|
35.2K
$683K
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
33.9K+ 35.89% |
$713K - $729K
|
128K
$2.5M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
32.2KNew |
$676K - $691K
|
32.2K
$625K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30.7K+ 70.78% |
$645K - $659K
|
74K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27.8K+ 35.52% |
$584K - $597K
|
106K
$2.06M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
27.6K+ 7.7% |
$581K - $594K
|
387K
$7.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
26.7KNew |
$561K - $574K
|
26.7K
$519K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
25.3KNew |
$532K - $544K
|
25.3K
$492K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5KNew |
$472K - $483K
|
22.5K
$436K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
20.5KNew |
$431K - $441K
|
20.5K
$399K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
16.8KNew |
$353K - $361K
|
16.8K
$326K
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
15.5KNew |
$325K - $332K
|
15.5K
$301K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.3K+ 57.09% |
$321K - $329K
|
42.1K
$818K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.9K+ 4.03% |
$272K - $278K
|
333K
$6.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$263K - $269K
|
12.5K
$243K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12K+ 6.96% |
$253K - $259K
|
185K
$3.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Ghe, LLC
|
BUY
|
- |
12KNew |
$252K - $258K
|
12K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.6KNew |
$243K - $248K
|
11.6K
$225K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.3KNew |
$237K - $243K
|
11.3K
$220K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.6KNew |
$222K - $228K
|
10.6K
$206K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
10.2KNew |
$214K - $219K
|
10.2K
$198K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.8KNew |
$206K - $210K
|
9.8K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9.48K+ 151.68% |
$199K - $204K
|
15.7K
$306K
|