Purchases and Sales Made in Q1 2021 in Invesco S&P Smallcap Health Ca (PSCH)
This table provides information about the institutional ownership of Invesco S&P Smallcap Health Ca (PSCH) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP HEALTH CA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.1K+ 52.89% |
$3.77M - $4.38M
|
64K
$3.07M
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$1.94M - $2.26M
|
11.4K
$547K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.53K+ 10.99% |
$1.62M - $1.89M
|
96.2K
$4.61M
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.64KNew |
$790K - $917K
|
4.64K
$222K
|
|
May 06, 2021
Q1 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
4.29KNew |
$730K - $848K
|
4.29K
$206K
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.43K+ 50.22% |
$585K - $679K
|
10.3K
$492K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.93K+ 916.25% |
$500K - $580K
|
3.25K
$156K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.39KNew |
$408K - $474K
|
2.39K
$115K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.31K+ 22.03% |
$394K - $457K
|
12.8K
$614K
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.14K+ 110.15% |
$364K - $423K
|
4.08K
$196K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
1.79KNew |
$305K - $354K
|
1.79K
$85.9K
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.66K+ 23.4% |
$282K - $328K
|
8.73K
$419K
|
|
May 14, 2021
Q1 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.61KNew |
$274K - $319K
|
1.61K
$77.2K
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.55K+ 41.24% |
$264K - $306K
|
5.3K
$254K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.45KNew |
$247K - $287K
|
1.45K
$69.6K
|
|
May 11, 2021
Q1 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.33KNew |
$227K - $264K
|
1.33K
$63.9K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.19K+ 29.9% |
$202K - $235K
|
5.15K
$247K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.14KNew |
$194K - $226K
|
1.14K
$54.7K
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
651+ 5.41% |
$111K - $129K
|
12.7K
$609K
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
650+ 162.5% |
$111K - $129K
|
1.05K
$50.4K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
541+ 4.86% |
$92.2K - $107K
|
11.7K
$560K
|
|
May 10, 2021
Q1 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
488+ 17.38% |
$83.1K - $96.6K
|
3.3K
$158K
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
452+ 6.37% |
$77K - $89.4K
|
7.54K
$362K
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
BUY
|
- |
393+ 5.76% |
$67K - $77.8K
|
7.22K
$346K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
327+ 14.45% |
$55.7K - $64.7K
|
2.59K
$124K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
242+ 1.0% |
$41.2K - $47.9K
|
24.4K
$1.17M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
184New |
$31.3K - $36.4K
|
184
$8.82K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
140+ 153.85% |
$23.9K - $27.7K
|
231
$11.1K
|
|
Apr 07, 2021
Q1 2021
|
Somerset Trust CO
|
BUY
|
- |
125+ 4.31% |
$21.3K - $24.7K
|
3.02K
$145K
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
125New |
$21.3K - $24.7K
|
125
$6K
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
104+ 4.06% |
$17.7K - $20.6K
|
2.67K
$128K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102+ 28.1% |
$17.4K - $20.2K
|
465
$22.3K
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
73New |
$12.4K - $14.4K
|
73
$3.5K
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
57+ 0.5% |
$9.71K - $11.3K
|
11.5K
$549K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
56New |
$9.54K - $11.1K
|
56
$2.69K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 16.08% |
$8.52K - $9.89K
|
361
$17.3K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
48+ 0.3% |
$8.18K - $9.5K
|
15.8K
$757K
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$2.56K - $2.97K
|
15
$719
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8New |
$1.36K - $1.58K
|
8
$384
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.46% |
$341 - $396
|
431
$20.7K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 2.09% |
$1.19K - $1.39K
|
328
$15.7K
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.89% |
$3.41K - $3.96K
|
2.22K
$107K
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-45Closed |
$7.67K - $8.9K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50Closed |
$8.52K - $9.89K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-62- 0.54% |
$10.6K - $12.3K
|
11.3K
$543K
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-62Closed |
$10.6K - $12.3K
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-80Closed |
$13.6K - $15.8K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-104- 1.97% |
$17.7K - $20.6K
|
5.17K
$248K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-125- 2.68% |
$21.3K - $24.7K
|
4.54K
$218K
|