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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
800+ 200.0% |
$27.7K - $87.9K
|
1.2K
$45K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
138+ 200.0% |
$4.78K - $15.2K
|
207
$7.77K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
66+ 200.0% |
$2.29K - $7.25K
|
99
$3.71K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
600+ 200.0% |
$20.8K - $65.9K
|
900
$33.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
60+ 200.0% |
$2.08K - $6.59K
|
90
$3.38K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
70+ 200.0% |
$2.42K - $7.69K
|
105
$3.94K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.4K+ 200.0% |
$48.5K - $154K
|
2.1K
$78.8K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
200+ 200.0% |
$6.93K - $22K
|
300
$11.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
10+ 200.0% |
$346 - $1.1K
|
15
$563
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$132K - $140K
|
1.24K
$46.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.24KNew |
$131K - $140K
|
1.24K
$46.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.6K- 56.83% |
$332K - $1.17M
|
8.04K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
325New |
$10.2K - $35.9K
|
325
$12.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.04KNew |
$32.6K - $115K
|
1.04K
$39K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.51% |
$1.38K - $4.87K
|
8.67K
$325K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
293New |
$9.19K - $32.4K
|
293
$11K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
30.8KNew |
$964K - $3.4M
|
30.8K
$1.15M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-200- 6.22% |
$6.23K - $21.8K
|
3.02K
$113K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.36KNew |
$73.5K - $257K
|
2.36K
$88.6K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-800Closed |
$75.3K - $86.2K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-25KClosed |
$2.35M - $2.69M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.7KNew |
$2.21M - $2.64M
|
23.7K
$890K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100Closed |
$9.33K - $11.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-150Closed |
$15K - $16.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
195New |
$19.6K - $21.6K
|
195
$7.32K
|
|
| Q3 2021 | |||||||
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-5.89KClosed |
$573K - $628K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-319Closed |
$31K - $34K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-591Closed |
$58.8K - $65.4K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.31KClosed |
$229K - $255K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-625Closed |
$45.2K - $49.9K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Xponance, Inc.
|
SELL
|
- |
-2.74KClosed |
$198K - $219K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-49Closed |
$2.94K - $3.81K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-58.6KClosed |
$3.25M - $4.66M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-23.6KClosed |
$1.31M - $1.88M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-16.9KClosed |
$940K - $1.35M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-38Closed |
$2.11K - $3.02K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-4.46KClosed |
$247K - $354K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 01, 2019
Q2 2019
|
Advisory Services Network, LLC
|
SELL
|
- |
-22KClosed |
$1.57M - $1.71M
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Wrapmanager Inc
|
SELL
|
- |
-4.71KClosed |
$336K - $366K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-5.85KClosed |
$417K - $455K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
First Personal Financial Services
|
SELL
|
- |
-393Closed |
$28K - $30.6K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.72KClosed |
$259K - $294K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-49.7KClosed |
$3.45M - $3.93M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-183Closed |
$12.7K - $14.5K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.48KNew |
$98.7K - $122K
|
1.48K
$55.5K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-153Closed |
$12.3K - $13.1K
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-552Closed |
$44.4K - $47.4K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.1KClosed |
$88.2K - $94.3K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
101New |
$6.87K - $8.25K
|
101
$3.79K
|
|