Purchases and Sales Made in Q3 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 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
|
- |
494KNew |
$12.3M - $12.5M
|
494K
$11.2M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
458KNew |
$11.4M - $11.6M
|
458K
$10.4M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
300K+ 58.06% |
$7.49M - $7.59M
|
818K
$18.5M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
215K+ 81.88% |
$5.36M - $5.43M
|
478K
$10.8M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
84KNew |
$2.09M - $2.12M
|
84K
$1.9M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.5KNew |
$1.21M - $1.22M
|
48.5K
$1.1M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.6K+ 32.47% |
$1.01M - $1.03M
|
166K
$3.75M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39K+ 18.34% |
$972K - $985K
|
252K
$5.7M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
35.3K+ 4.17% |
$881K - $892K
|
882K
$20M
|
|
Oct 14, 2021
Q3 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
32.7K+ 24.84% |
$815K - $826K
|
164K
$3.72M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
31.2K+ 30.72% |
$779K - $789K
|
133K
$3.01M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.6K+ 25.84% |
$713K - $723K
|
139K
$3.16M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.4K+ 170.81% |
$559K - $567K
|
35.6K
$806K
|
|
Nov 12, 2021
Q3 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
22.3K+ 8.54% |
$557K - $564K
|
284K
$6.43M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.8K+ 37.51% |
$494K - $500K
|
72.6K
$1.65M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.2KNew |
$479K - $485K
|
19.2K
$435K
|
|
Oct 21, 2021
Q3 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
16.5K+ 10.4% |
$412K - $417K
|
175K
$3.97M
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
BUY
|
- |
14.3KNew |
$356K - $360K
|
14.3K
$323K
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
14KNew |
$349K - $353K
|
14K
$317K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.3KNew |
$307K - $311K
|
12.3K
$279K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2K+ 7.09% |
$280K - $284K
|
170K
$3.84M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$250K - $253K
|
10K
$227K
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
9.62K+ 9.91% |
$240K - $243K
|
107K
$2.42M
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
9.15K+ 24.14% |
$228K - $231K
|
47.1K
$1.07M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.09K+ 5.46% |
$227K - $230K
|
176K
$3.98M
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
8.54K+ 2.43% |
$213K - $216K
|
360K
$8.16M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
6.23K+ 6.31% |
$155K - $157K
|
105K
$2.38M
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
5.49K+ 1.71% |
$137K - $139K
|
327K
$7.42M
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
5.35KNew |
$133K - $135K
|
5.35K
$121K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
5.28K+ 47.21% |
$132K - $133K
|
16.5K
$373K
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
5.22K+ 8.45% |
$130K - $132K
|
67K
$1.52M
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
5.1K+ 4.94% |
$127K - $129K
|
108K
$2.46M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.11K+ 13.95% |
$102K - $104K
|
33.5K
$760K
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.96K+ 23.65% |
$98.7K - $100K
|
20.7K
$469K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.28K+ 11.31% |
$81.7K - $82.8K
|
32.3K
$731K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.13K+ 10.91% |
$77.9K - $79K
|
31.8K
$720K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.98K+ 4.09% |
$74.2K - $75.2K
|
75.7K
$1.72M
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
2.89K+ 22.94% |
$72K - $72.9K
|
15.5K
$351K
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
2.84K+ 5.59% |
$70.7K - $71.7K
|
53.6K
$1.21M
|
|
Mar 17, 2022
Q3 2021
|
Retirement Solution Inc.
|
BUY
|
- |
2.62K+ 6.55% |
$65.3K - $66.2K
|
42.6K
$966K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 3.53% |
$62.7K - $63.6K
|
73.9K
$1.67M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.37K+ 4.05% |
$59K - $59.8K
|
60.8K
$1.38M
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.19K+ 11.39% |
$54.5K - $55.2K
|
21.4K
$485K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
2.11K+ 4.94% |
$52.5K - $53.2K
|
44.8K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.1K+ 33.56% |
$52.4K - $53.1K
|
8.37K
$190K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.99K+ 7.86% |
$49.7K - $50.3K
|
27.4K
$620K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.75KNew |
$43.6K - $44.2K
|
1.75K
$39.7K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.61K+ 4.06% |
$40.2K - $40.8K
|
41.4K
$938K
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.35K+ 5.66% |
$33.7K - $34.1K
|
25.2K
$571K
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.23KNew |
$30.7K - $31.1K
|
1.23K
$27.9K
|