Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PSP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSP) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
567KNew |
$8.31M - $9.45M
|
567K
$38.2M
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
411KNew |
$6.03M - $6.86M
|
411K
$27.7M
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
247KNew |
$3.62M - $4.12M
|
247K
$16.7M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
228KNew |
$3.33M - $3.79M
|
228K
$15.4M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
176K+ 19.02% |
$2.58M - $2.93M
|
1.1M
$74.2M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
109K+ 26.44% |
$1.6M - $1.82M
|
521K
$35.1M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.2K+ 16.34% |
$1.39M - $1.59M
|
678K
$45.7M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57.4KNew |
$842K - $958K
|
57.4K
$3.87M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
52.9K+ 216.97% |
$775K - $882K
|
77.3K
$5.21M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37.4KNew |
$548K - $623K
|
37.4K
$2.52M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.8K+ 3.43% |
$538K - $613K
|
1.11M
$74.8M
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
36.3K+ 3.48% |
$532K - $605K
|
1.08M
$72.9M
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
35.5K+ 6.35% |
$520K - $592K
|
595K
$40.1M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
34.4K+ 212.74% |
$504K - $573K
|
50.6K
$3.41M
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
31K+ 48.9% |
$453K - $516K
|
94.3K
$6.36M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7K+ 39.14% |
$231K - $262K
|
55.9K
$3.77M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.1K+ 9.0% |
$221K - $252K
|
183K
$12.3M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
12KNew |
$175K - $199K
|
12K
$807K
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
11.7K+ 7.27% |
$171K - $194K
|
172K
$11.6M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$168K - $191K
|
11.5K
$775K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 22.21% |
$164K - $187K
|
61.7K
$4.16M
|
|
Jan 25, 2022
Q4 2021
|
Epiq Partners, LLC
|
BUY
|
- |
10.5KNew |
$154K - $175K
|
10.5K
$708K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
10.4K+ 70.06% |
$152K - $173K
|
25.2K
$1.7M
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.06K+ 11.79% |
$133K - $151K
|
85.9K
$5.79M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.83KNew |
$100K - $114K
|
6.83K
$460K
|
|
Feb 15, 2022
Q4 2021
|
Bts Asset Management, Inc.
|
BUY
|
- |
4.63K+ 25.33% |
$67.8K - $77.1K
|
22.9K
$1.54M
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.41K+ 1.79% |
$64.6K - $73.5K
|
251K
$16.9M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.97K+ 51.58% |
$58.2K - $66.2K
|
11.7K
$787K
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.4K+ 7.93% |
$49.8K - $56.6K
|
46.2K
$3.12M
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.97K+ 3.25% |
$43.5K - $49.5K
|
94.4K
$6.37M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.86K+ 120.13% |
$42K - $47.7K
|
5.25K
$354K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11K+ 9.37% |
$30.8K - $35.1K
|
24.6K
$1.66M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.1K+ 7.89% |
$30.7K - $35K
|
28.7K
$1.94M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.7K+ 3.71% |
$24.9K - $28.4K
|
47.5K
$3.21M
|
|
Feb 10, 2022
Q4 2021
|
Boxwood Ventures, Inc.
|
BUY
|
- |
1.53K+ 3.45% |
$22.4K - $25.5K
|
46K
$3.1M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.49K+ 2.4% |
$21.8K - $24.8K
|
63.5K
$4.28M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.4KNew |
$20.5K - $23.3K
|
1.4K
$94.4K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.13KNew |
$16.5K - $18.8K
|
1.13K
$76.1K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 1587.3% |
$14.7K - $16.7K
|
1.06K
$71.7K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
558+ 1.78% |
$8.17K - $9.3K
|
31.9K
$2.15M
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
470+ 3.27% |
$6.89K - $7.83K
|
14.8K
$1M
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
387New |
$5.67K - $6.45K
|
387
$26.1K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
254New |
$3.72K - $4.23K
|
254
$17.1K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
114+ 1.84% |
$1.67K - $1.9K
|
6.31K
$426K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
56+ 164.71% |
$820 - $934
|
90
$6.07K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
53+ 23.87% |
$776 - $884
|
275
$18.5K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
44+ 2.95% |
$645 - $733
|
1.54K
$104K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 1.88% |
$161 - $183
|
596
$40.2K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.01% |
$29.3 - $33.3
|
20.2K
$1.36M
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|