Purchases and Sales Made in Q1 2025 in Invesco S&P Smallcap Financial (PSCF)
This table provides information about the institutional ownership of Invesco S&P Smallcap Financial (PSCF) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP FINANCIAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
23.9K+ 285.02% |
$1.23M - $1.38M
|
32.3K
$1.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.4K+ 2000.78% |
$1.05M - $1.18M
|
21.4K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.51KNew |
$488K - $547K
|
9.51K
$500K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.64KNew |
$340K - $382K
|
6.64K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.35K+ 178.43% |
$326K - $366K
|
9.92K
$522K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.15KNew |
$213K - $239K
|
4.15K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
949+ 147.13% |
$48.7K - $54.6K
|
1.59K
$83.9K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
504+ 22.36% |
$25.9K - $29K
|
2.76K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
91+ 33.09% |
$4.67K - $5.24K
|
366
$19.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-122- 2.05% |
$6.26K - $7.02K
|
5.82K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-125- 1.93% |
$6.41K - $7.2K
|
6.36K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-149- 2.85% |
$7.64K - $8.58K
|
5.09K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-304- 5.75% |
$15.6K - $17.5K
|
4.99K
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-341- 7.33% |
$17.5K - $19.6K
|
4.31K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-355- 3.16% |
$18.2K - $20.4K
|
10.9K
$572K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-796- 25.69% |
$40.8K - $45.8K
|
2.3K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.09K- 3.84% |
$55.9K - $62.7K
|
27.3K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.61K- 43.27% |
$185K - $208K
|
4.73K
$249K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-19.5K- 90.83% |
$999K - $1.12M
|
1.97K
$103K
|