Purchases and Sales Made in Q1 2025 in Invesco S&P Smallcap Consumer (PSCD)
This table provides information about the institutional ownership of Invesco S&P Smallcap Consumer (PSCD) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP CONSUMER .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.7K+ 18166.1% |
$965K - $1.25M
|
10.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.6KNew |
$956K - $1.23M
|
10.6K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.76K+ 204.98% |
$518K - $669K
|
8.57K
$850K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.33K+ 33.19% |
$120K - $155K
|
5.35K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.05K+ 46.61% |
$94.7K - $122K
|
3.31K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
616New |
$55.4K - $71.6K
|
616
$61.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
615+ 23.2% |
$55.3K - $71.4K
|
3.27K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
582+ 4.26% |
$52.4K - $67.6K
|
14.3K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
506+ 10.84% |
$45.5K - $58.8K
|
5.17K
$513K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
83+ 267.74% |
$7.47K - $9.64K
|
114
$11.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27+ 7.07% |
$2.43K - $3.14K
|
409
$40.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25+ 100.0% |
$2.25K - $2.9K
|
50
$4.96K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$90 - $116
|
2
$198
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.65% |
$90 - $116
|
156
$15.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-25- 50.0% |
$2.25K - $2.9K
|
25
$2.48K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-545- 10.44% |
$49K - $63.3K
|
4.68K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.17K- 66.24% |
$645K - $833K
|
3.66K
$363K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.7K- 99.72% |
$967K - $1.25M
|
30
$2.98K
|