Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
373+ 1.59% |
$6.02K - $6.74K
|
23.9K
$484K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
334New |
$5.39K - $6.04K
|
334
$6.77K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
329New |
$5.31K - $5.95K
|
329
$6.67K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
320+ 0.23% |
$5.16K - $5.78K
|
141K
$2.86M
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
313+ 0.29% |
$5.05K - $5.66K
|
108K
$2.18M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
209+ 5.71% |
$3.37K - $3.78K
|
3.87K
$78.4K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
195New |
$3.15K - $3.52K
|
195
$3.95K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
160New |
$2.58K - $2.89K
|
160
$3.24K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
151+ 0.56% |
$2.44K - $2.73K
|
26.9K
$546K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
141New |
$2.28K - $2.55K
|
141
$2.86K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
125+ 0.53% |
$2.02K - $2.26K
|
23.7K
$480K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
81New |
$1.31K - $1.46K
|
81
$1.64K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
77New |
$1.24K - $1.39K
|
77
$1.56K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
56New |
$904 - $1.01K
|
56
$1.14K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
48+ 17.2% |
$775 - $867
|
327
$6.63K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
44+ 2200.0% |
$710 - $795
|
46
$932
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
40New |
$646 - $723
|
40
$811
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
24New |
$387 - $434
|
24
$486
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20New |
$323 - $361
|
20
$405
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$161 - $181
|
10
$203
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.06% |
$129 - $145
|
14.1K
$286K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.59% |
$48.4 - $54.2
|
510
$10.3K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
2New |
$32.3 - $36.1
|
2
$40.5
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.04% |
$16.1 - $18.1
|
2.73K
$55.4K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1New |
$16.1 - $18.1
|
1
$20.3
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.02% |
$16.1 - $18.1
|
6.63K
$134K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.6% |
$16.1 - $18.1
|
169
$3.43K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-30- 8.72% |
$484 - $542
|
314
$6.36K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-95- 19.04% |
$1.53K - $1.72K
|
404
$8.19K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-154- 8.73% |
$2.49K - $2.78K
|
1.61K
$32.7K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-174- 1.18% |
$2.81K - $3.14K
|
14.6K
$296K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-344- 15.27% |
$5.55K - $6.22K
|
1.91K
$38.7K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-821- 34.08% |
$13.3K - $14.8K
|
1.59K
$32.2K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-896- 5.69% |
$14.5K - $16.2K
|
14.9K
$301K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.04K- 7.6% |
$16.7K - $18.7K
|
12.6K
$256K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.6K- 59.97% |
$25.8K - $28.9K
|
1.07K
$21.6K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 7.6% |
$27.5K - $30.8K
|
20.7K
$420K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.23K- 6.38% |
$36K - $40.3K
|
32.7K
$663K
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-2.38K- 9.55% |
$38.4K - $43K
|
22.5K
$457K
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.84K- 16.65% |
$62K - $69.4K
|
19.2K
$390K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.13K- 19.03% |
$66.6K - $74.6K
|
17.6K
$356K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.45K- 21.39% |
$71.8K - $80.4K
|
16.4K
$332K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.38K- 3.26% |
$86.8K - $97.2K
|
159K
$3.23M
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.82K- 28.91% |
$110K - $123K
|
16.8K
$340K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.76K- 4.36% |
$125K - $140K
|
170K
$3.45M
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-10.1K- 21.46% |
$163K - $183K
|
37K
$750K
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-11.3K- 13.42% |
$182K - $204K
|
72.9K
$1.48M
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-16.2K- 9.63% |
$261K - $292K
|
152K
$3.08M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.3K- 2.99% |
$296K - $331K
|
595K
$12.1M
|