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 |
---|---|---|---|---|---|---|---|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.18K+ 2.88% |
$29.4K - $29.8K
|
42.2K
$957K
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.18KNew |
$29.3K - $29.7K
|
1.18K
$26.6K
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.04K+ 11.49% |
$25.9K - $26.3K
|
10.1K
$229K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
998New |
$24.9K - $25.2K
|
998
$22.6K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
925+ 5.16% |
$23.1K - $23.4K
|
18.8K
$427K
|
|
Nov 15, 2021
Q3 2021
|
Paradiem, LLC
|
BUY
|
- |
816+ 0.76% |
$20.3K - $20.6K
|
108K
$2.44M
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
795New |
$19.8K - $20.1K
|
795
$18K
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
578+ 0.55% |
$14.4K - $14.6K
|
105K
$2.38M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
497+ 0.56% |
$12.4K - $12.6K
|
88.5K
$2.01M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
462New |
$11.5K - $11.7K
|
462
$10.5K
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
235+ 0.96% |
$5.86K - $5.94K
|
24.8K
$562K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 2.54% |
$4.99K - $5.05K
|
8.09K
$183K
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
46New |
$1.15K - $1.16K
|
46
$1.04K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.05% |
$449 - $455
|
37.8K
$857K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
9+ 0.92% |
$224 - $227
|
982
$22.3K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 1.0% |
$125 - $126
|
493
$11.2K
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 2.88% |
$199 - $202
|
270
$6.12K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23- 0.18% |
$573 - $581
|
12.9K
$293K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-89Closed |
$2.22K - $2.25K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-131Closed |
$3.27K - $3.31K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-148- 0.32% |
$3.69K - $3.74K
|
46.5K
$1.05M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-401Closed |
$10K - $10.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-576- 2.86% |
$14.4K - $14.5K
|
19.6K
$443K
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-578- 3.42% |
$14.4K - $14.6K
|
16.3K
$370K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-686- 2.72% |
$17.1K - $17.3K
|
24.5K
$556K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-740- 2.99% |
$18.4K - $18.7K
|
24K
$544K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-774- 3.48% |
$19.3K - $19.6K
|
21.5K
$486K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-983Closed |
$24.5K - $24.8K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.15K- 8.38% |
$28.7K - $29.1K
|
12.6K
$285K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.56K- 6.23% |
$38.8K - $39.3K
|
23.4K
$531K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2K- 83.33% |
$49.9K - $50.5K
|
400
$9.06K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-3.32K- 6.39% |
$82.7K - $83.8K
|
48.6K
$1.1M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.01K- 32.0% |
$100K - $101K
|
8.52K
$193K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.6K- 30.46% |
$115K - $116K
|
10.5K
$238K
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-8.23KClosed |
$205K - $208K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-13.5K- 10.83% |
$337K - $341K
|
111K
$2.52M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.1KClosed |
$801K - $812K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-34.9K- 36.97% |
$869K - $880K
|
59.4K
$1.35M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-36.2K- 65.88% |
$902K - $914K
|
18.7K
$425K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-36.2K- 65.88% |
$902K - $914K
|
18.7K
$425K
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-79.6K- 82.84% |
$1.99M - $2.01M
|
16.5K
$374K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100K- 57.81% |
$2.5M - $2.53M
|
73.1K
$1.66M
|