Purchases and Sales Made in Q4 2021 in Invesco S&P Smallcap Informati (PSCT)
This table provides information about the institutional ownership of Invesco S&P Smallcap Informati (PSCT) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
197K+ 2223.52% |
$27.1M - $30.7M
|
205K
$10.4M
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
25.3KNew |
$3.49M - $3.94M
|
25.3K
$1.29M
|
|
Feb 15, 2022
Q4 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 5.41% |
$3.24M - $3.67M
|
458K
$23.3M
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
7.32K+ 4.47% |
$1.01M - $1.14M
|
171K
$8.7M
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.44KNew |
$751K - $849K
|
5.44K
$277K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.95K+ 27.19% |
$545K - $616K
|
18.5K
$939K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.38K+ 3375.0% |
$466K - $527K
|
3.48K
$177K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.49K+ 44.72% |
$344K - $389K
|
8.07K
$410K
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.08KNew |
$287K - $324K
|
2.08K
$106K
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.98KNew |
$273K - $309K
|
1.98K
$101K
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.54K+ 6.5% |
$213K - $241K
|
25.3K
$1.28M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.53K+ 11.66% |
$211K - $239K
|
14.7K
$745K
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.32K+ 17.46% |
$181K - $205K
|
8.85K
$450K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.25KNew |
$173K - $195K
|
1.25K
$63.6K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
981+ 43.01% |
$135K - $153K
|
3.26K
$166K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
841+ 6.02% |
$116K - $131K
|
14.8K
$753K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
821+ 33.83% |
$113K - $128K
|
3.25K
$165K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
800New |
$110K - $125K
|
800
$40.7K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
477+ 4.54% |
$65.8K - $74.4K
|
11K
$558K
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
397+ 4.27% |
$54.8K - $61.9K
|
9.69K
$493K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
363+ 22.28% |
$50.1K - $56.6K
|
1.99K
$101K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
344New |
$47.5K - $53.7K
|
344
$17.5K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
330+ 3.67% |
$45.5K - $51.5K
|
9.31K
$474K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
65+ 0.44% |
$8.97K - $10.1K
|
15K
$761K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52+ 0.77% |
$7.18K - $8.11K
|
6.85K
$348K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 2.04% |
$6.9K - $7.8K
|
2.5K
$127K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
48+ 24.87% |
$6.62K - $7.49K
|
241
$12.3K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
40New |
$5.52K - $6.24K
|
40
$2.03K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
37New |
$5.11K - $5.77K
|
37
$1.88K
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
6New |
$828 - $936
|
6
$305
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$138 - $156
|
1
$50.9
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.11% |
$1.38K - $1.56K
|
9.21K
$469K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-13- 0.6% |
$1.79K - $2.03K
|
2.17K
$110K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-51Closed |
$7.04K - $7.96K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-65Closed |
$8.97K - $10.1K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-72- 0.07% |
$9.94K - $11.2K
|
98.2K
$4.99M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-81- 2.37% |
$11.2K - $12.6K
|
3.33K
$170K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-100- 13.79% |
$13.8K - $15.6K
|
625
$31.8K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-106Closed |
$14.6K - $16.5K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-109- 31.23% |
$15K - $17K
|
240
$12.2K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-115- 1.75% |
$15.9K - $17.9K
|
6.45K
$328K
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-125- 6.76% |
$17.3K - $19.5K
|
1.73K
$87.7K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-258- 0.47% |
$35.6K - $40.2K
|
54.6K
$2.78M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-262Closed |
$36.2K - $40.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-299- 0.29% |
$41.3K - $46.6K
|
102K
$5.19M
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
SELL
|
- |
-322- 6.7% |
$44.4K - $50.2K
|
4.48K
$228K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-329- 4.33% |
$45.4K - $51.3K
|
7.26K
$369K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-361- 8.41% |
$49.8K - $56.3K
|
3.93K
$200K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-487Closed |
$67.2K - $76K
|
0
$0
|