Purchases and Sales Made in Q4 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 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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
539K+ 712.56% |
$13.3M - $13.5M
|
615K
$13.9M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
255KNew |
$6.28M - $6.41M
|
255K
$5.79M
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
255KNew |
$6.28M - $6.41M
|
255K
$5.79M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
232K+ 48.49% |
$5.7M - $5.82M
|
709K
$16.1M
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
169KNew |
$4.15M - $4.23M
|
169K
$3.82M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
159K+ 218.87% |
$3.91M - $3.99M
|
232K
$5.25M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
143K+ 863.8% |
$3.51M - $3.58M
|
159K
$3.6M
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
118KNew |
$2.9M - $2.96M
|
118K
$2.67M
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
107KNew |
$2.62M - $2.68M
|
107K
$2.42M
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
99.2KNew |
$2.44M - $2.49M
|
99.2K
$2.25M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
89.2K+ 724.63% |
$2.2M - $2.24M
|
102K
$2.3M
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
88.5KNew |
$2.18M - $2.22M
|
88.5K
$2.01M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70K+ 8.56% |
$1.72M - $1.76M
|
888K
$20.1M
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
55.5KNew |
$1.37M - $1.39M
|
55.5K
$1.26M
|
|
Feb 07, 2022
Q4 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
42.5K+ 14.99% |
$1.05M - $1.07M
|
326K
$7.39M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.4K+ 11.68% |
$723K - $738K
|
281K
$6.37M
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
28.4KNew |
$700K - $714K
|
28.4K
$644K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.5K+ 5.57% |
$677K - $691K
|
522K
$11.8M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27KNew |
$664K - $678K
|
27K
$612K
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
22.7K+ 6.94% |
$559K - $571K
|
350K
$7.94M
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
22.5KNew |
$554K - $565K
|
22.5K
$510K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
19.6K+ 5.43% |
$481K - $491K
|
380K
$8.61M
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
16.5K+ 30.81% |
$406K - $415K
|
70.1K
$1.59M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
15.9K+ 11.97% |
$391K - $400K
|
149K
$3.37M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.4K+ 19.73% |
$355K - $362K
|
87.5K
$1.98M
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
13.5K+ 12.65% |
$332K - $339K
|
120K
$2.72M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
13K+ 12.34% |
$319K - $325K
|
118K
$2.67M
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
12.8K+ 19.13% |
$315K - $322K
|
79.8K
$1.81M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 6.96% |
$301K - $307K
|
188K
$4.26M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
11.9K+ 1.35% |
$293K - $299K
|
894K
$20.3M
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.8KNew |
$291K - $297K
|
11.8K
$268K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.7KNew |
$289K - $295K
|
11.7K
$266K
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
10K+ 71.74% |
$247K - $252K
|
24K
$544K
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
8.85KNew |
$218K - $222K
|
8.85K
$201K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8.42KNew |
$207K - $211K
|
8.42K
$191K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.1K+ 4.78% |
$199K - $203K
|
178K
$4.03M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.01K+ 79.9% |
$197K - $201K
|
18K
$409K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.43K+ 30.29% |
$183K - $187K
|
32K
$724K
|
|
Mar 17, 2022
Q4 2021
|
Retirement Solution Inc.
|
BUY
|
- |
7.25K+ 17.0% |
$178K - $182K
|
49.9K
$1.13M
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
5.93K+ 5.47% |
$146K - $149K
|
114K
$2.59M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
5.7K+ 16.99% |
$140K - $143K
|
39.2K
$889K
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.11K+ 2.91% |
$126K - $128K
|
180K
$4.09M
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
4.96K+ 34.75% |
$122K - $124K
|
19.2K
$436K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
4.83K+ 140.05% |
$119K - $121K
|
8.28K
$188K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 6.51% |
$118K - $121K
|
78.7K
$1.78M
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.01K+ 47.07% |
$98.7K - $101K
|
12.5K
$284K
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.84K+ 17.94% |
$94.4K - $96.3K
|
25.2K
$572K
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.33K+ 2.03% |
$81.9K - $83.6K
|
168K
$3.8M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.83K+ 6.08% |
$69.5K - $71K
|
49.3K
$1.12M
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
2.8K+ 5.95% |
$68.8K - $70.3K
|
49.9K
$1.13M
|