Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
34.1K+ 143.41% |
$4.34M - $4.98M
|
58K
$2.78M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.09K+ 12.1% |
$900K - $1.03M
|
65.7K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.86K+ 94.92% |
$617K - $709K
|
9.97K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.09KNew |
$393K - $451K
|
3.09K
$148K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.78K+ 94.02% |
$226K - $259K
|
3.67K
$176K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.6KNew |
$203K - $233K
|
1.6K
$76.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.5KNew |
$191K - $219K
|
1.5K
$71.9K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
478+ 3.6% |
$60.7K - $69.7K
|
13.7K
$659K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
350+ 23.09% |
$44.5K - $51.1K
|
1.87K
$89.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$25.4K - $29.2K
|
200
$9.59K
|
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
173+ 3.28% |
$22K - $25.2K
|
5.44K
$261K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
169New |
$21.5K - $24.7K
|
169
$8.11K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
157New |
$19.9K - $22.9K
|
157
$7.53K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
104New |
$13.2K - $15.2K
|
104
$4.99K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
78New |
$9.91K - $11.4K
|
78
$3.74K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
41+ 2.64% |
$5.21K - $5.98K
|
1.6K
$76.5K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33+ 2.06% |
$4.19K - $4.82K
|
1.63K
$78.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33+ 66.0% |
$4.19K - $4.82K
|
83
$3.98K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
18+ 0.29% |
$2.29K - $2.63K
|
6.14K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2New |
$254 - $292
|
2
$95.9
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20- 2.43% |
$2.54K - $2.92K
|
802
$38.5K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35- 1.69% |
$4.45K - $5.11K
|
2.03K
$97.6K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35- 0.95% |
$4.45K - $5.11K
|
3.67K
$176K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50- 1.07% |
$6.35K - $7.3K
|
4.62K
$222K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-76- 55.88% |
$9.65K - $11.1K
|
60
$2.88K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-98- 43.56% |
$12.4K - $14.3K
|
127
$6.09K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-130- 1.95% |
$16.5K - $19K
|
6.52K
$313K
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-183- 3.25% |
$23.2K - $26.7K
|
5.44K
$261K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 5.23% |
$25.4K - $29.2K
|
3.63K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-221- 19.47% |
$28.1K - $32.2K
|
914
$43.8K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-253- 32.9% |
$32.1K - $36.9K
|
516
$24.7K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-413- 75.23% |
$52.5K - $60.3K
|
136
$6.52K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-425- 5.71% |
$54K - $62K
|
7.02K
$337K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-454- 31.86% |
$57.7K - $66.2K
|
971
$46.6K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-489- 3.65% |
$62.1K - $71.4K
|
12.9K
$620K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-548- 7.3% |
$69.6K - $80K
|
6.96K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-616- 1.03% |
$78.2K - $89.9K
|
59.4K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-699- 7.0% |
$88.8K - $102K
|
9.28K
$445K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-852- 30.77% |
$108K - $124K
|
1.92K
$91.9K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.03K- 27.05% |
$131K - $150K
|
2.77K
$133K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.05K- 7.23% |
$134K - $154K
|
13.5K
$649K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.2K- 5.77% |
$152K - $175K
|
19.6K
$938K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.5K- 12.79% |
$190K - $219K
|
10.2K
$490K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.78K- 48.46% |
$226K - $259K
|
1.89K
$90.6K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.93K- 7.07% |
$245K - $282K
|
25.4K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.4K- 22.91% |
$305K - $350K
|
8.07K
$387K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.59K- 23.97% |
$329K - $378K
|
8.21K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.51K- 56.79% |
$446K - $512K
|
2.67K
$128K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.53K- 56.53% |
$449K - $516K
|
2.72K
$130K
|