Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 3.48% |
$3.86K - $5.2K
|
2.98K
$178K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
76New |
$2.93K - $3.95K
|
76
$4.55K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71+ 1.89% |
$2.74K - $3.69K
|
3.83K
$230K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25+ 15.63% |
$965 - $1.3K
|
185
$11.1K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 9.77% |
$965 - $1.3K
|
281
$16.8K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14+ 0.43% |
$541 - $728
|
3.26K
$195K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 1.65% |
$386 - $520
|
616
$36.9K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7+ 100.0% |
$270 - $364
|
14
$839
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-3- 0.1% |
$116 - $156
|
2.91K
$174K
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-12- 0.99% |
$463 - $624
|
1.2K
$72K
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-19Closed |
$734 - $988
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-28Closed |
$1.08K - $1.46K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-37- 1.91% |
$1.43K - $1.92K
|
1.9K
$114K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-39- 0.75% |
$1.51K - $2.03K
|
5.15K
$308K
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-41Closed |
$1.58K - $2.13K
|
0
$0
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50Closed |
$1.93K - $2.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-66- 0.38% |
$2.55K - $3.43K
|
17.2K
$1.03M
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-76- 8.75% |
$2.93K - $3.95K
|
793
$47.5K
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-100- 2.79% |
$3.86K - $5.2K
|
3.49K
$209K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-160Closed |
$6.18K - $8.32K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 4.05% |
$7.72K - $10.4K
|
4.74K
$284K
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-200- 66.67% |
$7.72K - $10.4K
|
100
$5.99K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-300- 56.18% |
$11.6K - $15.6K
|
234
$14K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-302- 34.55% |
$11.7K - $15.7K
|
572
$34.3K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-414- 18.55% |
$16K - $21.5K
|
1.82K
$109K
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-485- 1.8% |
$18.7K - $25.2K
|
26.4K
$1.58M
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-515- 7.43% |
$19.9K - $26.8K
|
6.41K
$384K
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-615Closed |
$23.7K - $32K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-616- 1.24% |
$23.8K - $32K
|
49K
$2.94M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-655- 89.12% |
$25.3K - $34K
|
80
$4.79K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-723- 10.55% |
$27.9K - $37.6K
|
6.13K
$367K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-900Closed |
$34.7K - $46.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-948- 12.92% |
$36.6K - $49.3K
|
6.39K
$383K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-950Closed |
$36.7K - $49.4K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-1.3KClosed |
$50.3K - $67.7K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.32KClosed |
$50.9K - $68.6K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.35KClosed |
$52.3K - $70.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.42KClosed |
$54.6K - $73.6K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.42KClosed |
$54.8K - $73.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.43KClosed |
$55.2K - $74.3K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.44KClosed |
$55.5K - $74.7K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.59K- 3.87% |
$61.2K - $82.4K
|
39.4K
$2.36M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.68K- 16.65% |
$65K - $87.5K
|
8.43K
$505K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.72KClosed |
$66.4K - $89.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.76K- 8.28% |
$68K - $91.5K
|
19.5K
$1.17M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.86K- 8.45% |
$71.9K - $96.7K
|
20.2K
$1.21M
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.92K- 4.77% |
$74.1K - $99.7K
|
38.3K
$2.29M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.99KClosed |
$76.8K - $103K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.07KClosed |
$79.7K - $107K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-2.25KClosed |
$86.7K - $117K
|
0
$0
|