Purchases and Sales Made in Q1 2021 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO ET SELD IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$254K - $260K
|
11.5K
$239K
|
|
|
May 10, 2021
Q1 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
11.2KNew |
$248K - $254K
|
11.2K
$233K
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.9K+ 16.99% |
$240K - $245K
|
74.8K
$1.55M
|
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
10.2KNew |
$225K - $230K
|
10.2K
$211K
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10KNew |
$221K - $226K
|
10K
$207K
|
|
|
May 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
9.84K+ 24.27% |
$217K - $222K
|
50.4K
$1.04M
|
|
|
Apr 29, 2021
Q1 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
9KNew |
$199K - $203K
|
9K
$187K
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.23K+ 7.54% |
$182K - $186K
|
117K
$2.43M
|
|
|
Apr 14, 2021
Q1 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
7.68K+ 24.1% |
$170K - $174K
|
39.5K
$819K
|
|
|
Apr 29, 2021
Q1 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
7.5K+ 3.29% |
$166K - $169K
|
236K
$4.88M
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.86KNew |
$151K - $155K
|
6.86K
$142K
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.78K+ 195.16% |
$150K - $153K
|
10.3K
$213K
|
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.23K+ 17.71% |
$137K - $141K
|
41.4K
$858K
|
|
|
Apr 30, 2021
Q1 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
5.92K+ 11.27% |
$131K - $134K
|
58.4K
$1.21M
|
|
|
May 14, 2021
Q1 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
5.62K+ 6.82% |
$124K - $127K
|
88K
$1.82M
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.2K+ 6.72% |
$115K - $118K
|
82.6K
$1.71M
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.2K+ 19.95% |
$115K - $117K
|
31.2K
$648K
|
|
|
May 14, 2021
Q1 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$110K - $113K
|
5K
$104K
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.96K+ 44.44% |
$109K - $112K
|
16.1K
$334K
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.73K+ 4.68% |
$104K - $107K
|
106K
$2.19M
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.56K+ 44.06% |
$101K - $103K
|
14.9K
$309K
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.16K+ 4.25% |
$91.9K - $94.1K
|
102K
$2.12M
|
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.84K+ 0.78% |
$84.8K - $86.8K
|
494K
$10.2M
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
3.73K+ 12.73% |
$82.4K - $84.3K
|
33.1K
$685K
|
|
|
May 07, 2021
Q1 2021
|
Gs Investments, Inc.
|
BUY
|
- |
3.18K+ 10.77% |
$70.2K - $71.9K
|
32.7K
$678K
|
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.11KNew |
$68.6K - $70.2K
|
3.11K
$64.4K
|
|
|
Apr 20, 2021
Q1 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.88K+ 11.0% |
$63.5K - $65K
|
29K
$602K
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.79K+ 6.13% |
$61.6K - $63K
|
48.2K
$1M
|
|
|
Apr 29, 2021
Q1 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
2.65K+ 5.88% |
$58.5K - $59.9K
|
47.8K
$990K
|
|
|
May 10, 2021
Q1 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.52K+ 27.87% |
$55.6K - $56.9K
|
11.5K
$239K
|
|
|
Apr 13, 2021
Q1 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.26K+ 10.04% |
$49.9K - $51.1K
|
24.8K
$514K
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.24KNew |
$49.5K - $50.7K
|
2.24K
$46.5K
|
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.22K+ 7.53% |
$49.1K - $50.3K
|
31.8K
$658K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
BUY
|
- |
2.14KNew |
$47.3K - $48.4K
|
2.14K
$44.4K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.14KNew |
$47.3K - $48.4K
|
2.14K
$44.4K
|
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.06K+ 24.83% |
$45.4K - $46.5K
|
10.3K
$214K
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.05K+ 12.4% |
$45.2K - $46.2K
|
18.5K
$384K
|
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2KNew |
$44.1K - $45.2K
|
2K
$41.4K
|
|
|
Nov 12, 2021
Q1 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.93KNew |
$42.5K - $43.5K
|
1.93K
$39.9K
|
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.89K+ 25.28% |
$41.7K - $42.7K
|
9.37K
$194K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.77KNew |
$39.1K - $40K
|
1.77K
$36.7K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$38.9K - $39.8K
|
1.76K
$36.5K
|
|
|
May 04, 2021
Q1 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.7K+ 9.27% |
$37.5K - $38.4K
|
20K
$415K
|
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.41K+ 18.84% |
$31K - $31.8K
|
8.87K
$184K
|
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.23KNew |
$27.1K - $27.8K
|
1.23K
$25.5K
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.01K+ 10.34% |
$22.4K - $22.9K
|
10.8K
$224K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
916+ 4.04% |
$20.2K - $20.7K
|
23.6K
$489K
|
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
900+ 1.15% |
$19.9K - $20.3K
|
78.9K
$1.64M
|
|
|
May 10, 2021
Q1 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
892+ 1.33% |
$19.7K - $20.2K
|
68K
$1.41M
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
879New |
$19.4K - $19.9K
|
879
$18.2K
|