Purchases and Sales Made in Q1 2024 in Invesco S&P Smallcap Informati (PSCT)
This table provides information about the institutional ownership of Invesco S&P Smallcap Informati (PSCT) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP INFORMATI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
54.5KNew |
$2.44M - $2.64M
|
54.5K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
21.7KNew |
$972K - $1.05M
|
21.7K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21K+ 22.05% |
$940K - $1.02M
|
116K
$5.91M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.2K+ 5.8% |
$635K - $687K
|
259K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.4K+ 58.59% |
$420K - $455K
|
25.4K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.23K+ 104.0% |
$279K - $302K
|
12.2K
$622K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.23KNew |
$279K - $302K
|
6.23K
$317K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
6.18KNew |
$277K - $299K
|
6.18K
$315K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.08KNew |
$272K - $294K
|
6.08K
$309K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.98K+ 12.37% |
$268K - $289K
|
54.3K
$2.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.4KNew |
$242K - $262K
|
5.4K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.47K+ 1.76% |
$200K - $216K
|
259K
$13.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.47K+ 1.76% |
$200K - $216K
|
259K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.3K+ 18.92% |
$193K - $208K
|
27K
$1.38M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.25K+ 18.63% |
$190K - $206K
|
27K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.03K+ 3.36% |
$180K - $195K
|
124K
$6.31M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.89K+ 3.25% |
$174K - $188K
|
123K
$6.27M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.45K+ 43.22% |
$154K - $167K
|
11.4K
$581K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.23K+ 9.25% |
$144K - $156K
|
38.1K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.87KNew |
$128K - $139K
|
2.87K
$146K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.58KNew |
$115K - $125K
|
2.58K
$131K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.14K+ 7.87% |
$95.8K - $104K
|
29.3K
$1.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.8KNew |
$80.6K - $87.1K
|
1.8K
$91.5K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.75K+ 3.47% |
$78.4K - $84.9K
|
52.3K
$2.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
761+ 2.59% |
$34.1K - $36.8K
|
30.2K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
670+ 6.04% |
$30K - $32.4K
|
11.8K
$598K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
575+ 0.87% |
$25.7K - $27.8K
|
66.7K
$3.39M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
530New |
$23.7K - $25.7K
|
530
$27K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
449+ 2.78% |
$20.1K - $21.7K
|
16.6K
$845K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
410+ 4.27% |
$18.3K - $19.8K
|
10K
$509K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
297New |
$13.3K - $14.4K
|
297
$15.1K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
292+ 2.29% |
$13.1K - $14.1K
|
13.1K
$664K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
225+ 4.56% |
$10.1K - $10.9K
|
5.16K
$262K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
129New |
$5.77K - $6.24K
|
129
$6.56K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
108New |
$4.83K - $5.23K
|
108
$5.49K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$537 - $581
|
12
$610
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
5New |
$224 - $242
|
5
$254
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3- 0.76% |
$134 - $145
|
394
$20K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-16- 0.07% |
$716 - $775
|
24K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-97- 0.6% |
$4.34K - $4.7K
|
16.2K
$822K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-120- 0.22% |
$5.37K - $5.81K
|
53.9K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-216- 1.2% |
$9.67K - $10.5K
|
17.7K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-533- 4.41% |
$23.9K - $25.8K
|
11.6K
$588K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-656- 83.78% |
$29.4K - $31.8K
|
127
$6.46K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-700- 12.64% |
$31.3K - $33.9K
|
4.84K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-799Closed |
$35.8K - $38.7K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-981- 5.27% |
$43.9K - $47.5K
|
17.6K
$896K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.08K- 8.96% |
$48.4K - $52.3K
|
11K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.46K- 17.61% |
$65.4K - $70.7K
|
6.83K
$348K
|