Purchases and Sales Made in Q4 2022 in Invesco Act Mng ETF Tr Moderat (PSMM)
This table provides information about the institutional ownership of Invesco Act Mng ETF Tr Moderat (PSMM) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO ACT MNG ETF TR MODERAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
333K+ 121.38% |
$4.38M - $4.65M
|
607K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
100KNew |
$1.32M - $1.4M
|
100K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
43.2KNew |
$568K - $603K
|
43.2K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18.1KNew |
$238K - $252K
|
18.1K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.2KNew |
$226K - $241K
|
17.2K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
13.8K+ 60.83% |
$182K - $193K
|
36.5K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.4K+ 152.01% |
$150K - $159K
|
18.9K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.63K+ 17.33% |
$60.9K - $64.7K
|
31.4K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
955+ 84.51% |
$12.6K - $13.3K
|
2.09K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
309New |
$4.06K - $4.32K
|
309
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$1.32K - $1.4K
|
100
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
20New |
$263 - $279
|
20
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$13.2 - $14
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.84K- 37.51% |
$37.4K - $39.7K
|
4.73K
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-16.9KClosed |
$222K - $236K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.5K- 68.31% |
$742K - $789K
|
26.2K
$0
|