Purchases and Sales Made in Q4 2021 in Invesco Et Self Idxd Fd Tr Bul (BSCM)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCM) 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 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.95K+ 14.54% |
$170K - $171K
|
62.6K
$0
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
7.84K+ 1.28% |
$167K - $169K
|
621K
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.32K+ 8.96% |
$156K - $158K
|
89K
$0
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.28K+ 2.73% |
$156K - $157K
|
274K
$0
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
6.84K+ 37.1% |
$146K - $147K
|
25.3K
$0
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.32K+ 7.45% |
$135K - $136K
|
91.1K
$0
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
6.2K+ 15.31% |
$132K - $133K
|
46.7K
$0
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
6.17K+ 49.87% |
$132K - $133K
|
18.5K
$0
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.15KNew |
$131K - $132K
|
6.15K
$0
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.79K+ 2.42% |
$124K - $125K
|
245K
$0
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
5.69K+ 25.29% |
$122K - $123K
|
28.2K
$0
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
5.31K+ 78.9% |
$113K - $114K
|
12K
$0
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.28KNew |
$113K - $114K
|
5.28K
$0
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4.94K+ 3.7% |
$106K - $106K
|
139K
$0
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.66K+ 2.38% |
$99.5K - $100K
|
201K
$0
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
4.6K+ 4.44% |
$98.3K - $99.1K
|
108K
$0
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3.74K+ 8.27% |
$79.9K - $80.5K
|
49K
$0
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
3.65KNew |
$78K - $78.6K
|
3.65K
$0
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.5K+ 82.96% |
$74.8K - $75.4K
|
7.72K
$0
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.2K+ 50.92% |
$68.3K - $68.8K
|
9.47K
$0
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.15K+ 1.37% |
$67.3K - $67.9K
|
233K
$0
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
2.65K+ 0.64% |
$56.6K - $57.1K
|
417K
$0
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.57K+ 11.75% |
$54.9K - $55.3K
|
24.4K
$0
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.49K+ 11.54% |
$53.2K - $53.7K
|
24.1K
$0
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.15K+ 38.25% |
$45.9K - $46.3K
|
7.77K
$0
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.03K+ 8.21% |
$43.4K - $43.7K
|
26.8K
$0
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.03K+ 8.21% |
$43.4K - $43.7K
|
26.8K
$0
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.99KNew |
$42.5K - $42.9K
|
1.99K
$0
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.84K+ 5.29% |
$39.3K - $39.6K
|
36.6K
$0
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.59KNew |
$34K - $34.2K
|
1.59K
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.52K+ 28.28% |
$32.5K - $32.7K
|
6.89K
$0
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.37KNew |
$29.2K - $29.4K
|
1.37K
$0
|
|
Feb 01, 2022
Q4 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.29K+ 0.47% |
$27.5K - $27.7K
|
277K
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.05K+ 27.94% |
$22.4K - $22.6K
|
4.81K
$0
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 1.2% |
$21.4K - $21.5K
|
84.2K
$0
|
|
Mar 17, 2022
Q4 2021
|
Retirement Solution Inc.
|
BUY
|
- |
592+ 0.5% |
$12.7K - $12.8K
|
120K
$0
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
565New |
$12.1K - $12.2K
|
565
$0
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
510+ 0.17% |
$10.9K - $11K
|
297K
$0
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
415+ 1.36% |
$8.87K - $8.94K
|
30.9K
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 1.55% |
$8.55K - $8.62K
|
26.3K
$0
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
375+ 11.98% |
$8.01K - $8.08K
|
3.51K
$0
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
243+ 0.88% |
$5.19K - $5.23K
|
27.7K
$0
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
200+ 0.79% |
$4.27K - $4.31K
|
25.6K
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$4.27K - $4.31K
|
200
$0
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
172+ 0.93% |
$3.68K - $3.7K
|
18.8K
$0
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
170New |
$3.63K - $3.66K
|
170
$0
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
150New |
$3.21K - $3.23K
|
150
$0
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
149+ 0.59% |
$3.18K - $3.21K
|
25.3K
$0
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
141New |
$3.01K - $3.04K
|
141
$0
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
115+ 0.38% |
$2.46K - $2.48K
|
30.5K
$0
|