Purchases and Sales Made in Q3 2021 in Invesco Et Self Idxd Fd Tr Bul (BSJN)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJN) 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 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
813+ 0.4% |
$20.5K - $20.7K
|
205K
$0
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
785New |
$19.8K - $20K
|
785
$0
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
597+ 4.8% |
$15.1K - $15.2K
|
13K
$0
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
597+ 4.8% |
$15.1K - $15.2K
|
13K
$0
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
580+ 2.38% |
$14.7K - $14.8K
|
24.9K
$0
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
475New |
$12K - $12.1K
|
475
$0
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
455New |
$11.5K - $11.6K
|
455
$0
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
300+ 1.89% |
$7.58K - $7.65K
|
16.1K
$0
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
275+ 0.08% |
$6.95K - $7.01K
|
362K
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
262New |
$6.62K - $6.68K
|
262
$0
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
236+ 0.98% |
$5.96K - $6.02K
|
24.4K
$0
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
200+ 0.52% |
$5.05K - $5.1K
|
38.4K
$0
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
168+ 1.76% |
$4.24K - $4.28K
|
9.71K
$0
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
165New |
$4.17K - $4.21K
|
165
$0
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
33New |
$834 - $842
|
33
$0
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8+ 0.85% |
$202 - $204
|
950
$0
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.73% |
$101 - $102
|
554
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2Closed |
$50.5 - $51
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-25- 0.04% |
$632 - $638
|
71.1K
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-83- 0.85% |
$2.1K - $2.12K
|
9.64K
$0
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-295- 0.61% |
$7.45K - $7.52K
|
48.2K
$0
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-310- 0.44% |
$7.83K - $7.91K
|
69.9K
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-386- 3.38% |
$9.75K - $9.84K
|
11K
$0
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-400- 3.67% |
$10.1K - $10.2K
|
10.5K
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-448- 54.11% |
$11.3K - $11.4K
|
380
$0
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-573- 3.43% |
$14.5K - $14.6K
|
16.1K
$0
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-932- 0.66% |
$23.5K - $23.8K
|
140K
$0
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-949- 4.08% |
$24K - $24.2K
|
22.3K
$0
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.51K- 6.52% |
$38.1K - $38.5K
|
21.6K
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.72KClosed |
$43.4K - $43.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.81K- 1.88% |
$45.7K - $46.1K
|
94.6K
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.86K- 0.44% |
$47K - $47.5K
|
420K
$0
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.11K- 9.43% |
$53.4K - $53.9K
|
20.3K
$0
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.21K- 1.66% |
$55.9K - $56.4K
|
131K
$0
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-2.95K- 3.06% |
$74.5K - $75.2K
|
93.6K
$0
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.06K- 10.58% |
$77.2K - $77.9K
|
25.8K
$0
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-3.21K- 5.97% |
$81.2K - $82K
|
50.6K
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.6K- 11.71% |
$90.9K - $91.7K
|
27.1K
$0
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.88K- 11.88% |
$98K - $99K
|
28.8K
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.21K- 31.58% |
$106K - $107K
|
9.12K
$0
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-4.61K- 6.84% |
$116K - $117K
|
62.7K
$0
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-5.79K- 30.53% |
$146K - $148K
|
13.2K
$0
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.97K- 3.52% |
$201K - $203K
|
218K
$0
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-8.37KClosed |
$211K - $213K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-8.58KClosed |
$217K - $219K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-8.61KClosed |
$217K - $220K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-9.31K- 18.41% |
$235K - $237K
|
41.3K
$0
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-10.7KClosed |
$270K - $272K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.3K- 38.96% |
$311K - $314K
|
19.3K
$0
|