Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2021
Q4 2020
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12KNew |
$1.58M - $2.05M
|
12K
$565K
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 34.62% |
$1.41M - $1.83M
|
41.8K
$1.96M
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 217.53% |
$1.32M - $1.72M
|
14.8K
$692K
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.62K+ 116.43% |
$997K - $1.3M
|
14.2K
$664K
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.83KNew |
$895K - $1.16M
|
6.83K
$320K
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
4.27KNew |
$559K - $727K
|
4.27K
$200K
|
|
Feb 16, 2021
Q4 2020
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.75KNew |
$492K - $639K
|
3.75K
$176K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.26KNew |
$296K - $385K
|
2.26K
$106K
|
|
Jan 25, 2021
Q4 2020
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.24KNew |
$294K - $382K
|
2.24K
$105K
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.65KNew |
$216K - $281K
|
1.65K
$77.3K
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.42KNew |
$186K - $242K
|
1.42K
$66.7K
|
|
Feb 03, 2021
Q4 2020
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.3KNew |
$171K - $222K
|
1.3K
$61.1K
|
|
Jan 26, 2021
Q4 2020
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.28KNew |
$167K - $217K
|
1.28K
$59.8K
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.25K+ 49.27% |
$163K - $212K
|
3.78K
$177K
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.23K+ 50.93% |
$161K - $209K
|
3.64K
$171K
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
989+ 168.2% |
$129K - $168K
|
1.58K
$74K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
755+ 7.27% |
$98.9K - $129K
|
11.1K
$522K
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
613New |
$80.3K - $104K
|
613
$28.8K
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
450+ 10.68% |
$58.9K - $76.6K
|
4.67K
$219K
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
400New |
$52.4K - $68.1K
|
400
$18.8K
|
|
Feb 09, 2021
Q4 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 14.52% |
$42.6K - $55.3K
|
2.56K
$120K
|
|
Feb 12, 2021
Q4 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
302+ 12.05% |
$39.5K - $51.4K
|
2.81K
$132K
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
244+ 2.38% |
$31.9K - $41.5K
|
10.5K
$492K
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
239New |
$31.3K - $40.7K
|
239
$11.2K
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
219+ 9.61% |
$28.7K - $37.3K
|
2.5K
$117K
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
190+ 61.09% |
$24.9K - $32.3K
|
501
$23.5K
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
189New |
$24.7K - $32.2K
|
189
$8.87K
|
|
Jan 26, 2021
Q4 2020
|
Spinnaker Trust
|
BUY
|
- |
141+ 2.11% |
$18.5K - $24K
|
6.82K
$320K
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
80New |
$10.5K - $13.6K
|
80
$3.75K
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
62New |
$8.12K - $10.6K
|
62
$2.91K
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
62+ 0.55% |
$8.12K - $10.6K
|
11.4K
$534K
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
47New |
$6.15K - $8K
|
47
$2.2K
|
|
Jan 26, 2021
Q4 2020
|
Clean Yield Group
|
BUY
|
- |
45New |
$5.89K - $7.66K
|
45
$2.11K
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
44New |
$5.76K - $7.49K
|
44
$2.06K
|
|
Feb 10, 2021
Q4 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
30+ 1.71% |
$3.93K - $5.11K
|
1.78K
$83.5K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 3.42% |
$1.57K - $2.04K
|
363
$17K
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.6% |
$262 - $341
|
335
$15.7K
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39Closed |
$5.11K - $6.64K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-50- 1.24% |
$6.55K - $8.51K
|
3.97K
$186K
|
|
Jan 25, 2021
Q4 2020
|
Somerset Trust CO
|
SELL
|
- |
-125- 4.13% |
$16.4K - $21.3K
|
2.9K
$136K
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
SELL
|
- |
-142- 1.23% |
$18.6K - $24.2K
|
11.4K
$535K
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-234- 64.64% |
$30.6K - $39.8K
|
128
$6K
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-253Closed |
$33.1K - $43.1K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-266- 1.09% |
$34.8K - $45.3K
|
24.2K
$1.13M
|
|
Feb 10, 2021
Q4 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-352- 6.26% |
$46.1K - $59.9K
|
5.27K
$247K
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-363- 9.42% |
$47.5K - $61.8K
|
3.49K
$164K
|
|
Jan 14, 2021
Q4 2020
|
Bogart Wealth, LLC
|
SELL
|
- |
-468Closed |
$61.3K - $79.7K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-614- 3.75% |
$80.4K - $105K
|
15.7K
$738K
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.28K- 24.58% |
$167K - $217K
|
3.91K
$184K
|