Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14.3KNew |
$2.4M - $2.76M
|
14.3K
$605K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2K+ 678.64% |
$2.37M - $2.73M
|
16.3K
$686K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.78KNew |
$1.13M - $1.3M
|
6.78K
$286K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.01KNew |
$1.01M - $1.16M
|
6.01K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.81K+ 6.36% |
$806K - $926K
|
80.5K
$3.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.66KNew |
$780K - $897K
|
4.66K
$197K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.65KNew |
$444K - $510K
|
2.65K
$112K
|
|
|
Aug 13, 2025
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.64KNew |
$442K - $508K
|
2.64K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.39K+ 14.25% |
$400K - $460K
|
19.2K
$808K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.82K+ 16.04% |
$305K - $351K
|
13.2K
$556K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.6KNew |
$268K - $308K
|
1.6K
$67.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.58K+ 7885.0% |
$264K - $303K
|
1.6K
$67.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.56KNew |
$261K - $300K
|
1.56K
$65.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 73.52% |
$189K - $217K
|
2.67K
$113K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
843+ 5.94% |
$141K - $162K
|
15K
$634K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
822+ 16.53% |
$138K - $158K
|
5.8K
$245K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
772New |
$129K - $149K
|
772
$32.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
621+ 2.68% |
$104K - $120K
|
23.8K
$1M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
574+ 7.84% |
$96.1K - $110K
|
7.9K
$333K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
564+ 10.08% |
$94.4K - $109K
|
6.16K
$260K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
495+ 4.03% |
$82.9K - $95.3K
|
12.8K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
443New |
$74.2K - $85.3K
|
443
$18.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
365New |
$61.1K - $70.2K
|
365
$15.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
359New |
$60.1K - $69.1K
|
359
$15.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
345+ 2.4% |
$57.8K - $66.4K
|
14.7K
$622K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
320+ 14.55% |
$53.6K - $61.6K
|
2.52K
$106K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
265New |
$44.4K - $51K
|
265
$11.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
263New |
$44K - $50.6K
|
263
$11.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
194New |
$32.5K - $37.3K
|
194
$8.19K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
162New |
$27.1K - $31.2K
|
162
$6.84K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
157New |
$26.3K - $30.2K
|
157
$6.63K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
143+ 17.13% |
$23.9K - $27.5K
|
978
$41.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
142+ 2.86% |
$23.8K - $27.3K
|
5.1K
$215K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
104+ 2.63% |
$17.4K - $20K
|
4.05K
$171K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
65New |
$10.9K - $12.5K
|
65
$2.74K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
63+ 63.64% |
$10.5K - $12.1K
|
162
$6.84K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62+ 1.24% |
$10.4K - $11.9K
|
5.06K
$213K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 16.08% |
$8.37K - $9.62K
|
361
$15.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
48New |
$8.04K - $9.24K
|
48
$2.03K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
37+ 3.3% |
$6.19K - $7.12K
|
1.16K
$48.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
27New |
$4.52K - $5.2K
|
27
$1.14K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25+ 0.56% |
$4.19K - $4.81K
|
4.48K
$189K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-21- 23.08% |
$3.52K - $4.04K
|
70
$2.95K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43- 0.16% |
$7.2K - $8.28K
|
26.7K
$1.13M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-56Closed |
$9.37K - $10.8K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 6.17% |
$16.7K - $19.2K
|
1.52K
$64.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-107- 1.4% |
$17.9K - $20.6K
|
7.54K
$318K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-124- 57.41% |
$20.8K - $23.9K
|
92
$3.88K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-128Closed |
$21.4K - $24.6K
|
0
$0
|