Latest Institutional Transactions on Invesco S&P Smallcap Consumer (PSCC)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Consumer (PSCC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
777+ 5.46% |
$25.1K - $28K
|
15K
$523K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.3K+ 812.81% |
$236K - $263K
|
8.2K
$286K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-43.8K- 99.07% |
$1.41M - $1.58M
|
410
$14.3K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
416+ 4.54% |
$13.4K - $15K
|
9.57K
$333K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.1K- 99.99% |
$390K - $434K
|
1
$34.8
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.69K+ 13.67% |
$54.7K - $61K
|
14.1K
$490K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-869- 8.37% |
$28.1K - $31.3K
|
9.51K
$331K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-931- 11.87% |
$30.1K - $33.5K
|
6.91K
$241K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.31K+ 10.8% |
$42.4K - $47.3K
|
13.5K
$469K
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.58KNew |
$309K - $345K
|
9.58K
$334K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.84K+ 77.54% |
$156K - $174K
|
11.1K
$386K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
976+ 4.61% |
$31.5K - $35.1K
|
22.2K
$772K
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.13K- 9.35% |
$36.6K - $40.8K
|
11K
$382K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27+ 0.07% |
$872 - $972
|
37.6K
$1.31M
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.9K+ 30.34% |
$61.3K - $68.3K
|
8.15K
$284K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.94K+ 66.15% |
$127K - $142K
|
9.88K
$344K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.15K+ 19.01% |
$37K - $41.3K
|
7.17K
$250K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.88KNew |
$60.8K - $67.7K
|
1.88K
$65.5K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.56K- 3.78% |
$50.3K - $56.1K
|
39.7K
$1.38M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4+ 1.08% |
$129 - $144
|
376
$13.1K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.3% |
$129 - $144
|
1.32K
$46.1K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.17K- 17.88% |
$199K - $222K
|
28.3K
$987K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53+ 0.61% |
$1.71K - $1.91K
|
8.81K
$307K
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-364- 80.18% |
$11.8K - $13.1K
|
90
$3.13K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
291+ 2.69% |
$9.4K - $10.5K
|
11.1K
$386K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.77K+ 33.43% |
$154K - $172K
|
19K
$663K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.58K- 5.74% |
$83.5K - $93K
|
42.4K
$1.48M
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-778- 1.39% |
$25.1K - $28K
|
55.4K
$1.93M
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.69% |
$32.3 - $36
|
60
$2.09K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
674New |
$21.8K - $24.3K
|
674
$23.5K
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.03K+ 14.03% |
$33.4K - $37.2K
|
8.39K
$292K
|
|
Q1 2025 | |||||||
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10KNew |
$343K - $386K
|
10K
$348K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.8KNew |
$199K - $224K
|
5.8K
$202K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-200- 8.44% |
$6.87K - $7.72K
|
2.17K
$75.6K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.47% |
$137 - $154
|
853
$29.7K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
210New |
$7.21K - $8.1K
|
210
$7.31K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 20.63% |
$447 - $502
|
76
$2.65K
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-17- 8.59% |
$584 - $656
|
181
$6.3K
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 6.67% |
$34.4 - $38.6
|
16
$557
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56- 7.33% |
$2.04K - $2.29K
|
708
$24.7K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.73KNew |
$99.6K - $112K
|
2.73K
$95.2K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6New |
$219 - $245
|
6
$209
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$36.4 - $40.8
|
7.12K
$248K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12- 0.17% |
$437 - $490
|
7.02K
$245K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.32KNew |
$115K - $127K
|
3.32K
$116K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.56KNew |
$262K - $288K
|
7.56K
$263K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
171New |
$5.92K - $6.52K
|
171
$5.96K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.59KNew |
$193K - $213K
|
5.59K
$195K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.16K+ 34.73% |
$144K - $159K
|
16.2K
$563K
|