Purchases and Sales Made in Q1 2021 in Invesco Et Self Idxd Fd Tr Bul (BSCN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCN) during Q1 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 |
---|---|---|---|---|---|---|---|
May 11, 2021
Q1 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
25.8K+ 10.65% |
$561K - $565K
|
268K
$0
|
|
May 10, 2021
Q1 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
25.1K+ 44.32% |
$545K - $549K
|
81.7K
$0
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25K+ 1898.79% |
$543K - $547K
|
26.3K
$0
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.9KNew |
$542K - $546K
|
24.9K
$0
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.8K+ 59.25% |
$538K - $542K
|
66.6K
$0
|
|
May 06, 2021
Q1 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
23.7K+ 5.0% |
$515K - $519K
|
498K
$0
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.5K+ 122.05% |
$510K - $514K
|
42.7K
$0
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
21.9K+ 81.23% |
$476K - $480K
|
48.9K
$0
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.8KNew |
$473K - $476K
|
21.8K
$0
|
|
May 10, 2021
Q1 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
21.2K+ 36.23% |
$462K - $465K
|
79.9K
$0
|
|
May 06, 2021
Q1 2021
|
Estate Counselors, LLC
|
BUY
|
- |
20.4K+ 16.94% |
$444K - $447K
|
141K
$0
|
|
May 14, 2021
Q1 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
20.4K+ 74.27% |
$444K - $447K
|
47.9K
$0
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
19.9KNew |
$433K - $436K
|
19.9K
$0
|
|
Apr 26, 2021
Q1 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
19.4K+ 10.06% |
$423K - $426K
|
213K
$0
|
|
Apr 05, 2021
Q1 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
19K+ 7.4% |
$412K - $415K
|
275K
$0
|
|
Apr 13, 2021
Q1 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
18.6K+ 142.57% |
$404K - $407K
|
31.6K
$0
|
|
May 12, 2021
Q1 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
17.9KNew |
$389K - $391K
|
17.9K
$0
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17.3K+ 8.52% |
$377K - $379K
|
221K
$0
|
|
Oct 28, 2021
Q1 2021
|
Innova Wealth Partners
|
BUY
|
- |
16KNew |
$347K - $349K
|
16K
$0
|
|
Apr 14, 2021
Q1 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
15.8K+ 25.29% |
$344K - $346K
|
78.4K
$0
|
|
Apr 06, 2021
Q1 2021
|
Private Trust CO Na
|
BUY
|
- |
14.4KNew |
$314K - $316K
|
14.4K
$0
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.3KNew |
$310K - $312K
|
14.3K
$0
|
|
Apr 30, 2021
Q1 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
13.1K+ 7.92% |
$285K - $287K
|
179K
$0
|
|
May 18, 2021
Q1 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
12.7K+ 18.82% |
$277K - $279K
|
80.4K
$0
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
BUY
|
- |
12.3K+ 90.91% |
$266K - $268K
|
25.7K
$0
|
|
Apr 30, 2021
Q1 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
11.6KNew |
$251K - $253K
|
11.6K
$0
|
|
Apr 19, 2021
Q1 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.2K+ 8.07% |
$244K - $245K
|
150K
$0
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
11.1K+ 1.61% |
$242K - $243K
|
701K
$0
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
BUY
|
- |
10.5K+ 4.06% |
$229K - $230K
|
270K
$0
|
|
May 12, 2021
Q1 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
10.3K+ 3.0% |
$224K - $225K
|
354K
$0
|
|
Apr 01, 2021
Q1 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
8.84K+ 3.87% |
$192K - $193K
|
237K
$0
|
|
May 14, 2021
Q1 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
8.34K+ 40.56% |
$181K - $183K
|
28.9K
$0
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
8.19K+ 161.88% |
$178K - $179K
|
13.2K
$0
|
|
May 12, 2021
Q1 2021
|
Rede Wealth, LLC
|
BUY
|
- |
7.9K+ 48.25% |
$172K - $173K
|
24.3K
$0
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
7.89K+ 23.8% |
$171K - $173K
|
41K
$0
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.61K+ 70.29% |
$144K - $145K
|
16K
$0
|
|
May 04, 2021
Q1 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.56K+ 16.52% |
$143K - $144K
|
46.3K
$0
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.16K+ 2.67% |
$134K - $135K
|
236K
$0
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
6.08K+ 43.09% |
$132K - $133K
|
20.2K
$0
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.99K+ 27.85% |
$130K - $131K
|
27.5K
$0
|
|
Apr 14, 2021
Q1 2021
|
Collective Family Office LLC
|
BUY
|
- |
5.79K+ 39.18% |
$126K - $127K
|
20.6K
$0
|
|
Apr 26, 2021
Q1 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
5.55K+ 22.84% |
$121K - $121K
|
29.9K
$0
|
|
May 10, 2021
Q1 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.51K+ 3.99% |
$120K - $121K
|
144K
$0
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.05K+ 48.29% |
$110K - $110K
|
15.5K
$0
|
|
May 14, 2021
Q1 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$109K - $109K
|
5K
$0
|
|
Apr 15, 2021
Q1 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.35K+ 5.21% |
$94.5K - $95.2K
|
87.8K
$0
|
|
Apr 16, 2021
Q1 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.28K+ 21.12% |
$92.9K - $93.6K
|
24.5K
$0
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.05K+ 5.97% |
$88.1K - $88.7K
|
72K
$0
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.76K+ 2.86% |
$81.8K - $82.4K
|
135K
$0
|
|
May 07, 2021
Q1 2021
|
Gs Investments, Inc.
|
BUY
|
- |
3.75K+ 18.31% |
$81.5K - $82.1K
|
24.2K
$0
|