Purchases and Sales Made in Q4 2021 in Invesco Et Self Idxd Fd Tr Bul (BSJN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJN) 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 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.88K+ 8.76% |
$197K - $200K
|
97.9K
$0
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
7.15K+ 4.13% |
$179K - $181K
|
180K
$0
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.74K+ 14.17% |
$144K - $146K
|
46.3K
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
5.34K+ 1.47% |
$134K - $136K
|
368K
$0
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.16K+ 3.08% |
$129K - $131K
|
173K
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.11K+ 9.73% |
$103K - $104K
|
46.3K
$0
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.91K+ 15.53% |
$97.7K - $99.2K
|
29.1K
$0
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.6KNew |
$90K - $91.4K
|
3.6K
$0
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.44K+ 7.14% |
$86.1K - $87.4K
|
51.7K
$0
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
3.26K+ 2.74% |
$81.5K - $82.7K
|
122K
$0
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
3.1K+ 3.83% |
$77.6K - $78.8K
|
84.1K
$0
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.54K+ 3.87% |
$63.4K - $64.3K
|
68.1K
$0
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.51K+ 9.26% |
$62.8K - $63.7K
|
29.6K
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38K+ 8.76% |
$59.4K - $60.3K
|
29.5K
$0
|
|
Feb 03, 2022
Q4 2021
|
Paradiem, LLC
|
BUY
|
- |
1.85K+ 2.37% |
$46.3K - $47K
|
80.1K
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.35K+ 8.37% |
$33.8K - $34.3K
|
17.5K
$0
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.31K+ 1.62% |
$32.8K - $33.2K
|
82.1K
$0
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
1.17K+ 4.82% |
$29.3K - $29.8K
|
25.5K
$0
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
923New |
$23.1K - $23.4K
|
923
$0
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
903+ 4.04% |
$22.6K - $22.9K
|
23.2K
$0
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
856+ 0.42% |
$21.4K - $21.7K
|
206K
$0
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
494+ 3.21% |
$12.4K - $12.5K
|
15.9K
$0
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
423+ 4.35% |
$10.6K - $10.7K
|
10.1K
$0
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
396New |
$9.9K - $10.1K
|
396
$0
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
337New |
$8.43K - $8.55K
|
337
$0
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
303+ 0.79% |
$7.58K - $7.69K
|
38.7K
$0
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
BUY
|
- |
295+ 0.47% |
$7.38K - $7.49K
|
63K
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
155+ 0.2% |
$3.88K - $3.93K
|
78.7K
$0
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
33+ 0.3% |
$825 - $838
|
11.1K
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
10New |
$250 - $254
|
10
$0
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.9% |
$125 - $127
|
559
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 4.58% |
$300 - $305
|
250
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-33Closed |
$825 - $838
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-65- 39.39% |
$1.63K - $1.65K
|
100
$0
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-88- 0.96% |
$2.2K - $2.23K
|
9.04K
$0
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-113- 9.96% |
$2.83K - $2.87K
|
1.02K
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-229- 2.37% |
$5.73K - $5.81K
|
9.42K
$0
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-304- 1.41% |
$7.6K - $7.72K
|
21.3K
$0
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-556- 3.45% |
$13.9K - $14.1K
|
15.6K
$0
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-787- 4.7% |
$19.7K - $20K
|
16K
$0
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-961- 35.72% |
$24K - $24.4K
|
1.73K
$0
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-979- 10.83% |
$24.5K - $24.8K
|
8.06K
$0
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.11K- 2.23% |
$27.7K - $28.1K
|
48.6K
$0
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.23K- 75.89% |
$30.9K - $31.3K
|
392
$0
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.8K- 17.14% |
$45K - $45.7K
|
8.7K
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2KClosed |
$50K - $50.8K
|
0
$0
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2K- 15.35% |
$50.1K - $50.8K
|
11K
$0
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2K- 15.35% |
$50.1K - $50.8K
|
11K
$0
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.09K- 1.58% |
$52.3K - $53.1K
|
130K
$0
|