Purchases and Sales Made in Q2 2021 in Invesco S&P Smallcap Informati (PSCT)
This table provides information about the institutional ownership of Invesco S&P Smallcap Informati (PSCT) during Q2 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP INFORMATI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
123KNew |
$15.4M - $17.7M
|
123K
$5.63M
|
|
Aug 12, 2021
Q2 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.6K+ 5.5% |
$2.7M - $3.12M
|
415K
$19M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8KNew |
$1.73M - $1.99M
|
13.8K
$633K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
10.1K+ 30.12% |
$1.27M - $1.46M
|
43.8K
$2.01M
|
|
Jul 16, 2021
Q2 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
6.89KNew |
$862K - $993K
|
6.89K
$316K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.75KNew |
$469K - $541K
|
3.75K
$172K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.78K+ 52.62% |
$348K - $401K
|
8.06K
$370K
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.35K+ 11.69% |
$294K - $339K
|
22.5K
$1.03M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.69KNew |
$211K - $243K
|
1.69K
$77.4K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.57KNew |
$196K - $226K
|
1.57K
$72K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.44KNew |
$180K - $207K
|
1.44K
$66K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.26KNew |
$157K - $181K
|
1.26K
$57.6K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05KNew |
$132K - $152K
|
1.05K
$48.4K
|
|
Aug 11, 2021
Q2 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
980+ 13.88% |
$123K - $141K
|
8.04K
$369K
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
913New |
$114K - $132K
|
913
$41.9K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
774+ 7.66% |
$96.8K - $112K
|
10.9K
$499K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
721+ 122.41% |
$90.2K - $104K
|
1.31K
$60.1K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
352+ 5.29% |
$44K - $50.7K
|
7K
$321K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
334+ 16.73% |
$41.8K - $48.1K
|
2.33K
$107K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
312New |
$39K - $45K
|
312
$14.3K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
258+ 5.13% |
$32.3K - $37.2K
|
5.28K
$242K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
245New |
$30.6K - $35.3K
|
245
$11.2K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
236New |
$29.5K - $34K
|
236
$10.8K
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
202New |
$25.3K - $29.1K
|
202
$9.27K
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
150New |
$18.8K - $21.6K
|
150
$6.89K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
122New |
$15.3K - $17.6K
|
122
$5.6K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
100New |
$12.5K - $14.4K
|
100
$4.59K
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
29New |
$3.63K - $4.18K
|
29
$1.33K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
6New |
$751 - $865
|
6
$275
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1Closed |
$125 - $144
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-2- 0.06% |
$250 - $288
|
3.48K
$160K
|
|
Aug 05, 2021
Q2 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-8- 0.03% |
$1K - $1.15K
|
26.3K
$1.21M
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-39Closed |
$4.88K - $5.62K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 2.74% |
$6.25K - $7.21K
|
1.77K
$81.3K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-83Closed |
$10.4K - $12K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-90- 5.95% |
$11.3K - $13K
|
1.42K
$65.3K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-97- 97.0% |
$12.1K - $14K
|
3
$138
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-140Closed |
$17.5K - $20.2K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-150- 17.14% |
$18.8K - $21.6K
|
725
$33.3K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-173Closed |
$21.6K - $24.9K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-225- 39.2% |
$28.1K - $32.4K
|
349
$16K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-231- 12.56% |
$28.9K - $33.3K
|
1.61K
$73.8K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-339- 8.06% |
$42.4K - $48.9K
|
3.87K
$177K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-489- 6.24% |
$61.2K - $70.5K
|
7.35K
$338K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-679- 1.12% |
$84.9K - $97.9K
|
60.1K
$2.76M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-852- 10.16% |
$107K - $123K
|
7.54K
$346K
|
|
Aug 13, 2021
Q2 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 0.73% |
$149K - $171K
|
161K
$7.39M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.28K- 8.2% |
$160K - $185K
|
14.3K
$657K
|