Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
36.4KNew |
$1.49M - $1.78M
|
36.4K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.7K+ 113.23% |
$810K - $966K
|
37.2K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12KNew |
$492K - $587K
|
12K
$488K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5KNew |
$473K - $564K
|
11.5K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.7K+ 101.49% |
$439K - $524K
|
21.2K
$865K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.07K+ 4228.33% |
$208K - $248K
|
5.19K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.76K+ 70.47% |
$113K - $135K
|
6.67K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.47K+ 1752.48% |
$101K - $121K
|
2.61K
$106K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.42K+ 18.09% |
$99.2K - $118K
|
15.8K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.21K+ 3.9% |
$49.6K - $59.2K
|
32.2K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
582New |
$23.9K - $28.5K
|
582
$23.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
391+ 16.55% |
$16K - $19.1K
|
2.75K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
374+ 1.54% |
$15.3K - $18.3K
|
24.7K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
173New |
$7.09K - $8.46K
|
173
$7.04K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
102+ 1.12% |
$4.18K - $4.99K
|
9.18K
$374K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 0.78% |
$246 - $294
|
777
$31.6K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$82 - $97.9
|
5.41K
$220K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.27% |
$41 - $48.9
|
376
$15.3K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$41 - $48.9
|
5.07K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.02% |
$41 - $48.9
|
4.47K
$182K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-3- 14.29% |
$123 - $147
|
18
$733
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-102- 35.29% |
$4.18K - $4.99K
|
187
$7.61K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-168- 81.16% |
$6.89K - $8.22K
|
39
$1.59K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-295- 1.68% |
$12.1K - $14.4K
|
17.3K
$704K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-402- 6.43% |
$16.5K - $19.7K
|
5.85K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-450- 5.61% |
$18.5K - $22K
|
7.58K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-479- 39.1% |
$19.6K - $23.4K
|
746
$30.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-534- 83.18% |
$21.9K - $26.1K
|
108
$4.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-584- 3.38% |
$23.9K - $28.6K
|
16.7K
$680K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-625- 3.48% |
$25.6K - $30.6K
|
17.3K
$706K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-630- 37.57% |
$25.8K - $30.8K
|
1.05K
$42.6K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-648- 91.91% |
$26.6K - $31.7K
|
57
$2.32K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-658- 5.84% |
$27K - $32.2K
|
10.6K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.27K- 4.87% |
$52K - $62K
|
24.8K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.92K- 11.85% |
$78.6K - $93.8K
|
14.3K
$580K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.25K- 8.33% |
$92.3K - $110K
|
24.8K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.39K- 4.26% |
$97.8K - $117K
|
53.7K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.51K- 4.9% |
$103K - $123K
|
48.7K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-2.54K- 10.2% |
$104K - $124K
|
22.3K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.26K- 3.73% |
$133K - $159K
|
84.1K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.64K- 30.75% |
$149K - $178K
|
8.19K
$334K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.69K- 23.34% |
$151K - $180K
|
12.1K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4.75K- 24.6% |
$195K - $232K
|
14.6K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.07K- 97.69% |
$208K - $248K
|
120
$4.89K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.84K- 46.37% |
$240K - $286K
|
6.76K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.76K- 53.52% |
$318K - $380K
|
6.74K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.9K- 20.42% |
$733K - $875K
|
69.7K
$2.84M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-49.7K- 48.52% |
$2.04M - $2.43M
|
52.8K
$2.15M
|