Purchases and Sales Made in Q4 2022 in Invesco S&P Smallcap Health Ca (PSCH)
This table provides information about the institutional ownership of Invesco S&P Smallcap Health Ca (PSCH) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP HEALTH CA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
93.8K+ 407804.34% |
$4.01M - $13.4M
|
93.8K
$4.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.7K+ 380.52% |
$714K - $2.38M
|
21.1K
$930K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.96K+ 197.92% |
$298K - $991K
|
10.5K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.31K+ 11.61% |
$142K - $472K
|
31.8K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.5K+ 10.09% |
$107K - $357K
|
27.3K
$1.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.27KNew |
$97.2K - $324K
|
2.27K
$100K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2KNew |
$94.1K - $314K
|
2.2K
$97.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.44K+ 30.35% |
$61.6K - $205K
|
6.18K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.29KNew |
$55.2K - $184K
|
1.29K
$57K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
701+ 15.46% |
$30K - $99.9K
|
5.24K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
701+ 15.46% |
$30K - $99.9K
|
5.24K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
616+ 4.87% |
$26.4K - $87.8K
|
13.3K
$586K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
549New |
$23.5K - $78.2K
|
549
$24.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
415+ 2.31% |
$17.8K - $59.1K
|
18.3K
$810K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
314New |
$13.4K - $44.7K
|
314
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
307New |
$13.1K - $43.7K
|
307
$13.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
242New |
$10.4K - $34.5K
|
242
$10.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
225New |
$9.63K - $32.1K
|
225
$9.93K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
112+ 1.71% |
$4.79K - $16K
|
6.65K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
99New |
$4.24K - $14.1K
|
99
$4.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
80New |
$3.42K - $11.4K
|
80
$3.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
46+ 100.0% |
$1.97K - $6.56K
|
92
$4.06K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41+ 1.57% |
$1.75K - $5.84K
|
2.65K
$117K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27+ 18.0% |
$1.16K - $3.85K
|
177
$7.81K
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
25+ 22.52% |
$1.07K - $3.56K
|
136
$6K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 1.97% |
$171 - $570
|
207
$9.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.21% |
$171 - $570
|
1.89K
$83.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$42.8 - $143
|
2.55K
$112K
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-16- 0.3% |
$684 - $2.28K
|
5.27K
$233K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40- 3.4% |
$1.71K - $5.7K
|
1.14K
$50.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50- 2.23% |
$2.14K - $7.13K
|
2.2K
$97K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-64- 98.46% |
$2.74K - $9.12K
|
1
$44.2
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-70- 4.31% |
$2.99K - $9.98K
|
1.56K
$68.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-100- 2.1% |
$4.28K - $14.3K
|
4.67K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 4.16% |
$4.28K - $14.3K
|
2.3K
$102K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-112- 2.09% |
$4.79K - $16K
|
5.24K
$231K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-123- 1.63% |
$5.26K - $17.5K
|
7.44K
$329K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-126- 7.67% |
$5.39K - $18K
|
1.52K
$66.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-134- 8.6% |
$5.73K - $19.1K
|
1.43K
$62.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-202- 1.37% |
$8.64K - $28.8K
|
14.6K
$644K
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-356- 6.33% |
$15.2K - $50.7K
|
5.27K
$233K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-371- 5.72% |
$15.9K - $52.9K
|
6.12K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-396- 7.74% |
$16.9K - $56.4K
|
4.72K
$208K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-400- 9.52% |
$17.1K - $57K
|
3.8K
$168K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-498- 3.58% |
$21.3K - $71K
|
13.4K
$592K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-648- 6.1% |
$27.7K - $92.3K
|
9.98K
$441K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-650- 7.97% |
$27.8K - $92.6K
|
7.5K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-831- 13.97% |
$35.6K - $118K
|
5.12K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-994- 17.53% |
$42.5K - $142K
|
4.68K
$206K
|