Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Ftse Rafi Em (PXH)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Ftse Rafi Em (PXH) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II FTSE RAFI EM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
44+ 0.13% |
$776 - $862
|
32.8K
$664K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
31New |
$547 - $608
|
31
$628
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
25+ 4.43% |
$441 - $490
|
589
$11.9K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4New |
$70.6 - $78.4
|
4
$81.1
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
4+ 0.01% |
$70.6 - $78.4
|
37K
$750K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2New |
$35.3 - $39.2
|
2
$40.5
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$35.3 - $39.2
|
2
$40.5
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2New |
$35.3 - $39.2
|
2
$40.5
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$35.3 - $39.2
|
2
$40.5
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1New |
$17.6 - $19.6
|
1
$20.3
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1New |
$17.6 - $19.6
|
1
$20.3
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1New |
$17.6 - $19.6
|
1
$20.3
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.04% |
$17.6 - $19.6
|
2.73K
$55.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$17.6 - $19.6
|
20.5K
$416K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1New |
$17.6 - $19.6
|
1
$20.3
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.02% |
$17.6 - $19.6
|
6.63K
$134K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-22- 7.01% |
$388 - $431
|
292
$5.92K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-27- 0.12% |
$476 - $529
|
22.5K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-37- 0.01% |
$653 - $725
|
284K
$5.77M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-47- 14.37% |
$829 - $921
|
280
$5.68K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47- 0.03% |
$829 - $921
|
159K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-131- 2.91% |
$2.31K - $2.57K
|
4.37K
$88.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-146- 0.83% |
$2.58K - $2.86K
|
17.4K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-165- 50.15% |
$2.91K - $3.23K
|
164
$3.32K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-256- 19.13% |
$4.52K - $5.02K
|
1.08K
$21.9K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-265- 1.88% |
$4.67K - $5.19K
|
13.9K
$281K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-271- 22.47% |
$4.78K - $5.31K
|
935
$19K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-285- 1.92% |
$5.03K - $5.59K
|
14.6K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-293- 70.94% |
$5.17K - $5.74K
|
120
$2.43K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-349- 32.68% |
$6.16K - $6.84K
|
719
$14.6K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-489- 0.45% |
$8.63K - $9.58K
|
107K
$2.17M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-546- 28.6% |
$9.63K - $10.7K
|
1.36K
$27.6K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-703- 2.87% |
$12.4K - $13.8K
|
23.8K
$483K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-770- 9.34% |
$13.6K - $15.1K
|
7.47K
$151K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-884- 6.05% |
$15.6K - $17.3K
|
13.7K
$278K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-893- 0.59% |
$15.8K - $17.5K
|
151K
$3.06M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-894- 7.09% |
$15.8K - $17.5K
|
11.7K
$237K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.13K- 29.28% |
$20K - $22.2K
|
2.74K
$55.5K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 1.31% |
$23.9K - $26.5K
|
102K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.53K- 40.42% |
$26.9K - $29.9K
|
2.25K
$45.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.87K- 11.14% |
$32.9K - $36.6K
|
14.9K
$302K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 10.55% |
$43.4K - $48.2K
|
20.8K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.83K- 20.65% |
$50K - $55.5K
|
10.9K
$221K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-3.12K- 20.13% |
$55.1K - $61.2K
|
12.4K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.44K- 59.99% |
$60.6K - $67.3K
|
2.29K
$46.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.75K- 0.58% |
$66.1K - $73.4K
|
642K
$13M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.25K- 3.02% |
$75K - $83.3K
|
137K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.21K- 5.56% |
$91.9K - $102K
|
88.5K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.81K- 24.33% |
$103K - $114K
|
18.1K
$367K
|