Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167KNew |
$4.16M - $4.19M
|
167K
$3.77M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
88KNew |
$2.2M - $2.22M
|
88K
$2M
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
86.8K+ 929.44% |
$2.17M - $2.18M
|
96.1K
$2.18M
|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
70.8K+ 218.27% |
$1.77M - $1.78M
|
103K
$2.34M
|
|
Jul 22, 2021
Q2 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
60.8K+ 138.99% |
$1.52M - $1.53M
|
105K
$2.37M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.1K+ 12.64% |
$1.45M - $1.46M
|
518K
$11.7M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.7K+ 49.92% |
$1.44M - $1.45M
|
173K
$3.93M
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
54.9KNew |
$1.37M - $1.38M
|
54.9K
$1.25M
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44.1K+ 408.56% |
$1.1M - $1.11M
|
54.9K
$1.25M
|
|
Jul 29, 2021
Q2 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
41KNew |
$1.02M - $1.03M
|
41K
$930K
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
BUY
|
- |
32.6K+ 179.71% |
$814K - $821K
|
50.7K
$1.15M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.1KNew |
$802K - $809K
|
32.1K
$728K
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
24.1K+ 7.35% |
$601K - $606K
|
352K
$7.97M
|
|
Aug 06, 2021
Q2 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
23.8K+ 62.92% |
$595K - $600K
|
61.7K
$1.4M
|
|
Aug 10, 2021
Q2 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
21.5K+ 8.95% |
$536K - $540K
|
261K
$5.92M
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
19.9K+ 24.25% |
$495K - $500K
|
102K
$2.3M
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
16.7KNew |
$418K - $421K
|
16.7K
$379K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.7K+ 17.74% |
$416K - $420K
|
111K
$2.51M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 27.54% |
$385K - $388K
|
71.3K
$1.62M
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
15.3K+ 55.89% |
$382K - $385K
|
42.6K
$966K
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
15.1KNew |
$377K - $380K
|
15.1K
$342K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.2K+ 22.15% |
$329K - $332K
|
72.7K
$1.65M
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
BUY
|
- |
12.6KNew |
$314K - $317K
|
12.6K
$285K
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.5KNew |
$313K - $315K
|
12.5K
$284K
|
|
Aug 13, 2021
Q2 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
9.97K+ 11.45% |
$249K - $251K
|
97.1K
$2.2M
|
|
Aug 10, 2021
Q2 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.05KNew |
$226K - $228K
|
9.05K
$205K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.04K+ 7.8% |
$226K - $228K
|
125K
$2.83M
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.54K+ 91.09% |
$213K - $215K
|
17.9K
$406K
|
|
Jul 19, 2021
Q2 2021
|
Wt Wealth Management
|
BUY
|
- |
8.23KNew |
$205K - $207K
|
8.23K
$186K
|
|
Jul 14, 2021
Q2 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
7.93K+ 5.25% |
$198K - $200K
|
159K
$3.6M
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.79K+ 44.3% |
$194K - $196K
|
25.4K
$575K
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.58K+ 51.72% |
$189K - $191K
|
22.2K
$504K
|
|
Aug 16, 2021
Q2 2021
|
Paradiem, LLC
|
BUY
|
- |
6.47K+ 6.44% |
$161K - $163K
|
107K
$2.42M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
6.37K+ 0.76% |
$159K - $160K
|
847K
$19.2M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.27KNew |
$156K - $158K
|
6.27K
$142K
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6K+ 17.76% |
$150K - $151K
|
39.8K
$902K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.75K+ 6.18% |
$143K - $145K
|
98.7K
$2.24M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.38K+ 13.06% |
$134K - $135K
|
46.6K
$1.06M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.61K+ 29.67% |
$115K - $116K
|
20.1K
$456K
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
3.4K+ 6796.0% |
$84.8K - $85.5K
|
3.45K
$78.1K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.86K+ 1.84% |
$71.3K - $71.9K
|
158K
$3.59M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.11K+ 7.72% |
$52.7K - $53.1K
|
29.4K
$667K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.82K+ 6.78% |
$45.5K - $45.8K
|
28.7K
$649K
|
|
Mar 17, 2022
Q2 2021
|
Retirement Solution Inc.
|
BUY
|
- |
1.73K+ 4.52% |
$43.2K - $43.5K
|
40K
$907K
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.51K+ 8.53% |
$37.7K - $38K
|
19.2K
$435K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
983New |
$24.5K - $24.7K
|
983
$22.3K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
973New |
$24.3K - $24.5K
|
973
$22K
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
800+ 8.1% |
$20K - $20.1K
|
10.7K
$242K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
733New |
$18.3K - $18.4K
|
733
$16.6K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
495+ 33.07% |
$12.4K - $12.5K
|
1.99K
$45.1K
|