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 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
8.09K+ 9.5% |
$170K - $174K
|
93.2K
$1.81M
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
6.12K+ 97.92% |
$129K - $132K
|
12.4K
$241K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.02K+ 46.12% |
$126K - $129K
|
19.1K
$371K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
5.34KNew |
$112K - $115K
|
5.34K
$104K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.32K+ 5.21% |
$112K - $114K
|
108K
$2.09M
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
5.1K+ 4250.0% |
$107K - $110K
|
5.22K
$102K
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
4.11K+ 12.41% |
$86.3K - $88.3K
|
37.2K
$724K
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.74K+ 8.56% |
$78.6K - $80.4K
|
47.5K
$923K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.25K+ 18.72% |
$68.3K - $69.9K
|
20.6K
$401K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.94KNew |
$61.9K - $63.3K
|
2.94K
$57.3K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.81KNew |
$59K - $60.4K
|
2.81K
$54.6K
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
2.53K+ 2.76% |
$53.2K - $54.4K
|
94.4K
$1.84M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.9K+ 205.41% |
$39.9K - $40.8K
|
2.83K
$54.9K
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
1.8K+ 4.82% |
$37.8K - $38.7K
|
39.1K
$761K
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.77K+ 36.23% |
$37.3K - $38.1K
|
6.67K
$130K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.51KNew |
$31.7K - $32.5K
|
1.51K
$29.4K
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.51K+ 3.34% |
$31.7K - $32.5K
|
46.7K
$908K
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
1.05K+ 1.39% |
$22K - $22.5K
|
76.2K
$1.48M
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 38.31% |
$21.8K - $22.3K
|
3.75K
$73K
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.03K+ 3.41% |
$21.6K - $22K
|
31.1K
$605K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
798+ 3.54% |
$16.8K - $17.1K
|
23.4K
$454K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
707+ 1.64% |
$14.9K - $15.2K
|
43.7K
$850K
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
631+ 1.65% |
$13.3K - $13.6K
|
38.8K
$755K
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
526+ 41.16% |
$11.1K - $11.3K
|
1.8K
$35.1K
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
145+ 0.22% |
$3.05K - $3.12K
|
66.8K
$1.3M
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
140+ 0.69% |
$2.94K - $3.01K
|
20.5K
$400K
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
127New |
$2.67K - $2.73K
|
127
$2.47K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7+ 0.04% |
$147 - $150
|
19.6K
$382K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4+ 0.02% |
$84 - $86
|
17.9K
$347K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-64- 0.23% |
$1.34K - $1.38K
|
28.1K
$546K
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-135Closed |
$2.84K - $2.9K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-149- 0.3% |
$3.13K - $3.2K
|
49.7K
$967K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-184- 4.94% |
$3.87K - $3.95K
|
3.54K
$68.9K
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-205- 2.28% |
$4.31K - $4.41K
|
8.79K
$171K
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-329- 1.75% |
$6.91K - $7.07K
|
18.5K
$359K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-458- 3.66% |
$9.62K - $9.84K
|
12K
$234K
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-488- 1.0% |
$10.3K - $10.5K
|
48.1K
$936K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-520- 2.37% |
$10.9K - $11.2K
|
21.4K
$417K
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-562- 0.31% |
$11.8K - $12.1K
|
180K
$3.5M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-588- 9.95% |
$12.4K - $12.6K
|
5.32K
$104K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-625- 0.67% |
$13.1K - $13.4K
|
93.2K
$1.81M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-797- 3.32% |
$16.7K - $17.1K
|
23.2K
$452K
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-986- 3.09% |
$20.7K - $21.2K
|
31K
$602K
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1K- 2.41% |
$21K - $21.5K
|
40.4K
$787K
|
|
Mar 17, 2022
Q4 2021
|
Retirement Solution Inc.
|
SELL
|
- |
-1.45K- 12.34% |
$30.4K - $31.1K
|
10.3K
$200K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.65K- 24.11% |
$34.7K - $35.5K
|
5.2K
$101K
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.86K- 0.13% |
$39.2K - $40.1K
|
1.42M
$27.7M
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.94K- 8.41% |
$40.7K - $41.6K
|
21.1K
$410K
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.97K- 12.26% |
$41.4K - $42.3K
|
14.1K
$274K
|