Purchases and Sales Made in Q3 2021 in Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.23MNew |
$26.8M - $27.2M
|
1.23M
$23.9M
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
191K+ 103.32% |
$4.18M - $4.23M
|
376K
$7.34M
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
148K+ 1193.52% |
$3.24M - $3.28M
|
161K
$3.14M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
146K+ 21.87% |
$3.2M - $3.24M
|
816K
$15.9M
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
106KNew |
$2.32M - $2.35M
|
106K
$2.07M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
98K+ 29.09% |
$2.14M - $2.17M
|
435K
$8.47M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.4K+ 192.31% |
$1.47M - $1.49M
|
102K
$2M
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
66.9K+ 5.02% |
$1.46M - $1.48M
|
1.4M
$27.3M
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
52.5K+ 4.5% |
$1.15M - $1.16M
|
1.22M
$23.7M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
42.7K+ 16.81% |
$931K - $944K
|
297K
$5.78M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.4K+ 5.24% |
$882K - $894K
|
812K
$15.8M
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
37.2K+ 40.41% |
$812K - $823K
|
129K
$2.52M
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
25.5K+ 15.93% |
$557K - $564K
|
186K
$3.62M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
21.5KNew |
$468K - $474K
|
21.5K
$418K
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
18.5KNew |
$404K - $410K
|
18.5K
$361K
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
17.7K+ 5.83% |
$387K - $393K
|
322K
$6.28M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16K+ 4.16% |
$349K - $354K
|
400K
$7.8M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 22.61% |
$316K - $320K
|
78.5K
$1.53M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.3KNew |
$312K - $316K
|
14.3K
$278K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14KNew |
$307K - $311K
|
14K
$274K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.5KNew |
$295K - $299K
|
13.5K
$263K
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11.4KNew |
$248K - $251K
|
11.4K
$222K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.44K+ 1.52% |
$184K - $187K
|
563K
$11M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.91K+ 74.34% |
$173K - $175K
|
18.5K
$361K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.85K+ 198.73% |
$171K - $174K
|
11.8K
$230K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.27K+ 35.21% |
$137K - $139K
|
24.1K
$469K
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.9K+ 22.76% |
$129K - $131K
|
31.8K
$620K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.43K+ 9.4% |
$119K - $120K
|
63.2K
$1.23M
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.65K+ 45.42% |
$102K - $103K
|
14.9K
$290K
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.38K+ 5.4% |
$95.6K - $96.9K
|
85.5K
$1.67M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.09K+ 5.02% |
$89.2K - $90.4K
|
85.5K
$1.67M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.08K+ 26.23% |
$89K - $90.1K
|
19.6K
$382K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.6K+ 37.25% |
$78.6K - $79.7K
|
13.3K
$259K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
3.32K+ 4.41% |
$72.5K - $73.4K
|
78.7K
$1.53M
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.3K+ 3.81% |
$50.2K - $50.9K
|
62.7K
$1.22M
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.07K+ 5.17% |
$45.2K - $45.8K
|
42.2K
$822K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.94K+ 1.67% |
$42.4K - $43K
|
118K
$2.3M
|
|
Oct 04, 2021
Q3 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.57K+ 7.12% |
$34.3K - $34.7K
|
23.6K
$460K
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.43K+ 6.68% |
$31.1K - $31.5K
|
22.8K
$444K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.22K+ 1.64% |
$26.5K - $26.9K
|
75.2K
$1.46M
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.12KNew |
$24.4K - $24.8K
|
1.12K
$21.8K
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
1.08K+ 11.44% |
$23.5K - $23.8K
|
10.5K
$204K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
681+ 1.46% |
$14.9K - $15.1K
|
47.2K
$920K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
500New |
$10.9K - $11.1K
|
500
$9.75K
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
500+ 1.39% |
$10.9K - $11.1K
|
36.5K
$711K
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
460+ 7.99% |
$10K - $10.2K
|
6.22K
$121K
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
454+ 3.29% |
$9.91K - $10K
|
14.3K
$278K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
416+ 2.05% |
$9.08K - $9.2K
|
20.7K
$403K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
175+ 9.91% |
$3.82K - $3.87K
|
1.94K
$37.8K
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
124+ 1.15% |
$2.71K - $2.74K
|
10.9K
$212K
|