Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
319K+ 304.18% |
$12.5M - $14.5M
|
424K
$25.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.4KNew |
$3.79M - $4.39M
|
96.4K
$5.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
68.8KNew |
$2.7M - $3.13M
|
68.8K
$4.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44KNew |
$1.73M - $2M
|
44K
$2.63M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.6K+ 69.1% |
$1.01M - $1.16M
|
62.7K
$3.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.6K+ 18.58% |
$926K - $1.07M
|
151K
$9.01M
|
|
|
Nov 17, 2021
Q3 2021
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
11.4KNew |
$447K - $517K
|
11.4K
$681K
|
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.4KNew |
$290K - $336K
|
7.4K
$443K
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.12K+ 133.46% |
$280K - $324K
|
12.5K
$746K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.97K+ 18.76% |
$234K - $272K
|
37.8K
$2.26M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.18K+ 155.31% |
$203K - $235K
|
8.51K
$509K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.26K+ 94.19% |
$167K - $194K
|
8.79K
$526K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.87K+ 8.25% |
$152K - $176K
|
50.8K
$3.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.66KNew |
$104K - $121K
|
2.66K
$159K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.64K+ 6.94% |
$104K - $120K
|
40.6K
$2.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.44K+ 27.88% |
$95.8K - $111K
|
11.2K
$669K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.43K+ 3.37% |
$95.4K - $111K
|
74.7K
$4.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.07KNew |
$81.4K - $94.3K
|
2.07K
$124K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.98KNew |
$77.5K - $89.8K
|
1.98K
$118K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.89KNew |
$74.2K - $86K
|
1.89K
$113K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.83K+ 44.64% |
$71.7K - $83.1K
|
5.92K
$354K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8KNew |
$70.7K - $81.9K
|
1.8K
$108K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.7K+ 38.57% |
$66.5K - $77.1K
|
6.09K
$364K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.24KNew |
$48.8K - $56.5K
|
1.24K
$74.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
979+ 3.18% |
$38.4K - $44.5K
|
31.8K
$1.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
857+ 47.48% |
$33.6K - $39K
|
2.66K
$159K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
812+ 6.37% |
$31.9K - $36.9K
|
13.6K
$811K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
606New |
$23.8K - $27.6K
|
606
$36.3K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
600New |
$23.6K - $27.3K
|
600
$35.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
512New |
$20.1K - $23.3K
|
512
$30.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
505+ 23.84% |
$19.8K - $23K
|
2.62K
$157K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
417+ 44.65% |
$16.4K - $19K
|
1.35K
$80.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
300+ 11.67% |
$11.8K - $13.6K
|
2.87K
$172K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
200+ 11.49% |
$7.85K - $9.1K
|
1.94K
$116K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
200+ 11.77% |
$7.85K - $9.1K
|
1.9K
$114K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
200+ 26.67% |
$7.85K - $9.1K
|
950
$56.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
121+ 89.63% |
$4.75K - $5.5K
|
256
$15.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
100New |
$3.93K - $4.55K
|
100
$5.98K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
96+ 0.4% |
$3.77K - $4.37K
|
24.1K
$1.44M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
92+ 1.11% |
$3.61K - $4.19K
|
8.36K
$500K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
51New |
$2K - $2.32K
|
51
$3.05K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50+ 2.99% |
$1.96K - $2.27K
|
1.72K
$103K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
42+ 1.24% |
$1.65K - $1.91K
|
3.43K
$205K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12New |
$471 - $546
|
12
$718
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10+ 0.43% |
$393 - $455
|
2.32K
$139K
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
9+ 1.46% |
$353 - $409
|
624
$37.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.05% |
$78.5 - $91
|
4.17K
$249K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.12% |
$39.3 - $45.5
|
848
$50.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-4- 0.12% |
$157 - $182
|
3.23K
$193K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-16- 6.5% |
$628 - $728
|
230
$13.8K
|