Purchases and Sales Made in Q1 2022 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 2022. 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 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49.6KNew |
$7.4M - $8.95M
|
49.6K
$2.33M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.3K+ 481.37% |
$3.63M - $4.39M
|
29.4K
$1.38M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.44K+ 710.1% |
$1.26M - $1.52M
|
9.62K
$451K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.08K+ 23.75% |
$1.21M - $1.46M
|
42.1K
$1.98M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.29KNew |
$938K - $1.14M
|
6.29K
$295K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.02KNew |
$450K - $545K
|
3.02K
$142K
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.99KNew |
$446K - $540K
|
2.99K
$140K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.65KNew |
$246K - $297K
|
1.65K
$77.2K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.61K+ 2.0% |
$240K - $291K
|
82.1K
$3.85M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.52K+ 32.64% |
$227K - $275K
|
6.18K
$290K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
931+ 3.91% |
$139K - $168K
|
24.7K
$1.16M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
918+ 11.63% |
$137K - $166K
|
8.81K
$413K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
759+ 18.72% |
$113K - $137K
|
4.81K
$226K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
637New |
$95.1K - $115K
|
637
$29.9K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
581New |
$86.7K - $105K
|
581
$27.3K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
512+ 3.41% |
$76.4K - $92.4K
|
15.5K
$729K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
268New |
$40K - $48.4K
|
268
$12.6K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
242New |
$36.1K - $43.7K
|
242
$11.4K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
230+ 96.23% |
$34.3K - $41.5K
|
469
$22K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
224+ 5.0% |
$33.4K - $40.4K
|
4.7K
$221K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
190+ 1.44% |
$28.4K - $34.3K
|
13.4K
$627K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
162+ 305.66% |
$24.2K - $29.2K
|
215
$10.1K
|
|
May 10, 2022
Q1 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
118+ 2.31% |
$17.6K - $21.3K
|
5.22K
$245K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
65New |
$9.7K - $11.7K
|
65
$3.05K
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
64New |
$9.55K - $11.6K
|
64
$3K
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
55+ 2.23% |
$8.21K - $9.93K
|
2.52K
$118K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 16.08% |
$7.46K - $9.03K
|
361
$16.9K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$7.46K - $9.03K
|
50
$2.35K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
44+ 93.62% |
$6.57K - $7.94K
|
91
$4.27K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17+ 35.42% |
$2.54K - $3.07K
|
65
$3.05K
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
6+ 3.7% |
$895 - $1.08K
|
168
$7.88K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8Closed |
$1.19K - $1.44K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-15- 0.94% |
$2.24K - $2.71K
|
1.58K
$74.2K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19- 0.42% |
$2.84K - $3.43K
|
4.52K
$212K
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-20- 1.32% |
$2.98K - $3.61K
|
1.5K
$70.4K
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-25- 4.08% |
$3.73K - $4.51K
|
588
$27.6K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-27Closed |
$4.03K - $4.87K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-37- 52.86% |
$5.52K - $6.68K
|
33
$1.55K
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-55- 2.18% |
$8.21K - $9.93K
|
2.47K
$116K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-59- 0.46% |
$8.81K - $10.7K
|
12.7K
$596K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-76- 7.77% |
$11.3K - $13.7K
|
902
$42.3K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-88- 1.3% |
$13.1K - $15.9K
|
6.69K
$314K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-88- 1.77% |
$13.1K - $15.9K
|
4.89K
$229K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-93- 7.35% |
$13.9K - $16.8K
|
1.17K
$55K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-97- 4.34% |
$14.5K - $17.5K
|
2.14K
$100K
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-137Closed |
$20.4K - $24.7K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-143- 7.3% |
$21.3K - $25.8K
|
1.82K
$85.2K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-157- 59.7% |
$23.4K - $28.3K
|
106
$4.97K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-161- 7.68% |
$24K - $29.1K
|
1.94K
$90.8K
|