Purchases and Sales Made in Q4 2021 in Invesco Et Self Idxd Fd Tr Bul (BSCO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCO) 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
|
- |
6.59K+ 14.54% |
$144K - $146K
|
51.9K
$1.1M
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6.56KNew |
$143K - $145K
|
6.56K
$139K
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
5.86K+ 5.26% |
$128K - $130K
|
117K
$2.48M
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.84K+ 1.16% |
$127K - $129K
|
508K
$10.7M
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.83K+ 20.66% |
$127K - $129K
|
34K
$719K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
5.79K+ 5.13% |
$126K - $128K
|
119K
$2.51M
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.76K+ 54.05% |
$125K - $128K
|
16.4K
$347K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
5.56K+ 50.16% |
$121K - $123K
|
16.6K
$352K
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.21K+ 33.28% |
$114K - $115K
|
20.9K
$441K
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
4.7K+ 1.76% |
$102K - $104K
|
272K
$5.75M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.59K+ 97.05% |
$78.2K - $79.5K
|
7.29K
$154K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.44KNew |
$74.9K - $76.1K
|
3.44K
$72.6K
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.19K+ 11.41% |
$69.4K - $70.5K
|
31.1K
$658K
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.05K+ 2.36% |
$66.4K - $67.5K
|
132K
$2.79M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.85K+ 2.47% |
$62.1K - $63.1K
|
118K
$2.5M
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2.74K+ 6.99% |
$59.7K - $60.7K
|
41.9K
$887K
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
2.67K+ 5.4% |
$58.1K - $59K
|
52K
$1.1M
|
|
Feb 03, 2022
Q4 2021
|
Paradiem, LLC
|
BUY
|
- |
2.34K+ 1.96% |
$50.9K - $51.7K
|
121K
$2.57M
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.07K+ 5.9% |
$45.1K - $45.8K
|
37.1K
$784K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.93KNew |
$42.1K - $42.8K
|
1.93K
$40.9K
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
1.79K+ 2.37% |
$38.9K - $39.5K
|
77.2K
$1.63M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.42K+ 4.74% |
$31K - $31.5K
|
31.5K
$666K
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.4K+ 4.11% |
$30.5K - $31K
|
35.4K
$749K
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
BUY
|
- |
1.4K+ 3.98% |
$30.5K - $31K
|
36.6K
$774K
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.4K+ 0.45% |
$30.5K - $31K
|
309K
$6.54M
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.29K+ 5.17% |
$28K - $28.4K
|
26.1K
$553K
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.16K+ 6.22% |
$25.2K - $25.6K
|
19.7K
$417K
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.07K+ 6.98% |
$23.3K - $23.6K
|
16.4K
$346K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 2.76% |
$21.8K - $22.1K
|
37.2K
$786K
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
870+ 5.93% |
$19K - $19.3K
|
15.5K
$328K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
715+ 3.26% |
$15.6K - $15.8K
|
22.7K
$479K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
700New |
$15.3K - $15.5K
|
700
$14.8K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
666+ 46.93% |
$14.5K - $14.7K
|
2.09K
$44.1K
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
600+ 4.84% |
$13.1K - $13.3K
|
13K
$275K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
563+ 1.49% |
$12.3K - $12.5K
|
38.4K
$811K
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
544+ 4.98% |
$11.9K - $12K
|
11.5K
$243K
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
516+ 1.94% |
$11.2K - $11.4K
|
27.1K
$572K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 6.4% |
$8.72K - $8.86K
|
6.65K
$141K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
365New |
$7.95K - $8.08K
|
365
$7.72K
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
312+ 3.68% |
$6.8K - $6.91K
|
8.8K
$186K
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
136New |
$2.96K - $3.01K
|
136
$2.88K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
125New |
$2.72K - $2.77K
|
125
$2.64K
|
|
Mar 17, 2022
Q4 2021
|
Retirement Solution Inc.
|
BUY
|
- |
84+ 0.34% |
$1.83K - $1.86K
|
24.6K
$519K
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
60+ 0.34% |
$1.31K - $1.33K
|
17.8K
$376K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
40+ 0.37% |
$872 - $886
|
10.8K
$229K
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.08% |
$741 - $753
|
44.3K
$936K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
22New |
$479 - $487
|
22
$465
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
18+ 0.42% |
$392 - $399
|
4.27K
$90.2K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
13New |
$283 - $288
|
13
$275
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6+ 0.03% |
$131 - $133
|
18.6K
$392K
|