Purchases and Sales Made in Q4 2021 in Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.64K+ 6.98% |
$65K - $66.3K
|
40.5K
$916K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.56K+ 9.35% |
$63K - $64.3K
|
29.9K
$677K
|
|
|
Feb 03, 2022
Q4 2021
|
Paradiem, LLC
|
BUY
|
- |
2.1K+ 1.95% |
$51.7K - $52.8K
|
110K
$2.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.95K+ 15.09% |
$48K - $49K
|
14.9K
$337K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.75K+ 7.28% |
$43K - $43.9K
|
25.8K
$584K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.55KNew |
$38.2K - $38.9K
|
1.55K
$35.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
1.19K+ 4.78% |
$29.2K - $29.8K
|
26K
$589K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.06K+ 4.95% |
$26.1K - $26.7K
|
22.5K
$510K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1K+ 9.52% |
$24.6K - $25.1K
|
11.5K
$260K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
724+ 3.5% |
$17.8K - $18.2K
|
21.4K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
437+ 0.9% |
$10.8K - $11K
|
48.9K
$1.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
344+ 1.76% |
$8.46K - $8.64K
|
19.9K
$451K
|
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
195New |
$4.8K - $4.9K
|
195
$4.41K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
131New |
$3.22K - $3.29K
|
131
$2.97K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
105+ 0.23% |
$2.58K - $2.64K
|
44.9K
$1.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
92+ 1.72% |
$2.26K - $2.31K
|
5.45K
$123K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
39+ 0.39% |
$959 - $979
|
10.1K
$229K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-19- 0.05% |
$467 - $477
|
41.4K
$937K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-46Closed |
$1.13K - $1.16K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-67- 0.53% |
$1.65K - $1.68K
|
12.5K
$284K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-120- 44.44% |
$2.95K - $3.01K
|
150
$3.4K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-150- 0.8% |
$3.69K - $3.77K
|
18.7K
$423K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-177- 2.11% |
$4.35K - $4.44K
|
8.19K
$185K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-200- 0.79% |
$4.92K - $5.02K
|
25K
$566K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-432- 5.34% |
$10.6K - $10.8K
|
7.66K
$173K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-493Closed |
$12.1K - $12.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-550- 3.37% |
$13.5K - $13.8K
|
15.8K
$357K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-689- 4.19% |
$16.9K - $17.3K
|
15.8K
$357K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 4.46% |
$25.7K - $26.2K
|
22.4K
$506K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.23KClosed |
$30.3K - $31K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.5K- 10.52% |
$36.9K - $37.7K
|
12.8K
$289K
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.66K- 6.29% |
$65.3K - $66.7K
|
39.6K
$896K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.8K- 14.58% |
$68.9K - $70.3K
|
16.4K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.29K- 3.71% |
$80.8K - $82.5K
|
85.3K
$1.93M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
SELL
|
- |
-3.69K- 23.84% |
$90.7K - $92.6K
|
11.8K
$267K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-3.75K- 7.72% |
$92.2K - $94.1K
|
44.8K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-6.24K- 10.51% |
$154K - $157K
|
53.2K
$1.2M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.83K- 36.41% |
$168K - $171K
|
11.9K
$270K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.83K- 36.41% |
$168K - $171K
|
11.9K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.63K- 23.67% |
$188K - $192K
|
24.6K
$557K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-13.9K- 12.46% |
$341K - $348K
|
97.4K
$2.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-17.3K- 16.45% |
$426K - $434K
|
87.9K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.6K- 12.61% |
$432K - $441K
|
122K
$2.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-20.2K- 33.15% |
$496K - $506K
|
40.6K
$920K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.8K- 72.56% |
$635K - $648K
|
9.76K
$221K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.5K- 29.26% |
$1.19M - $1.22M
|
117K
$2.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-84KClosed |
$2.07M - $2.11M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-220K- 48.0% |
$5.41M - $5.52M
|
238K
$5.39M
|