Purchases and Sales Made in Q1 2021 in Invesco ETF Tr Ii Dwa Smallcap (DWAS)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Dwa Smallcap (DWAS) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II DWA SMALLCAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-89- 0.49% |
$6.59K - $8.48K
|
18.1K
$1.77M
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-298Closed |
$22.1K - $28.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-467- 5.85% |
$34.6K - $44.5K
|
7.52K
$739K
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-492- 32.98% |
$36.5K - $46.9K
|
1K
$98.3K
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-843- 4.91% |
$62.5K - $80.3K
|
16.3K
$1.6M
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-1.06K- 97.97% |
$78.5K - $101K
|
22
$2.16K
|
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.17K- 28.54% |
$86.8K - $112K
|
2.93K
$288K
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.42K- 12.41% |
$105K - $135K
|
10K
$986K
|
|
|
May 07, 2021
Q1 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.43KClosed |
$254K - $327K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.57K- 29.06% |
$339K - $435K
|
11.2K
$1.1M
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.14KClosed |
$381K - $490K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Strid Group, LLC
|
SELL
|
- |
-6.89K- 14.05% |
$510K - $656K
|
42.1K
$4.14M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.97K- 32.62% |
$517K - $664K
|
14.4K
$1.41M
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.11KClosed |
$527K - $677K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.24KClosed |
$537K - $690K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.2K- 49.29% |
$608K - $781K
|
8.44K
$829K
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.9KClosed |
$1.7M - $2.18M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-30KClosed |
$2.22M - $2.85M
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-66K- 78.44% |
$4.89M - $6.28M
|
18.1K
$1.78M
|
|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-91.5K- 73.1% |
$6.78M - $8.71M
|
33.7K
$3.31M
|