Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
346+ 16.68% |
$14.2K - $17.9K
|
2.42K
$132K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
342+ 18.1% |
$14K - $17.7K
|
2.23K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
300New |
$12.3K - $15.5K
|
300
$16.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
298+ 9.22% |
$12.2K - $15.4K
|
3.53K
$193K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
136+ 26.56% |
$5.57K - $7.05K
|
648
$35.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
120New |
$4.92K - $6.22K
|
120
$6.55K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65+ 2.45% |
$2.66K - $3.37K
|
2.72K
$149K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
59+ 1.15% |
$2.42K - $3.06K
|
5.19K
$283K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
50+ 2.58% |
$2.05K - $2.59K
|
1.99K
$109K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$2.05K - $2.59K
|
50
$2.73K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
37+ 1.95% |
$1.52K - $1.92K
|
1.94K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37+ 0.54% |
$1.52K - $1.92K
|
6.86K
$374K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
21+ 2.48% |
$861 - $1.09K
|
869
$47.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
19New |
$779 - $984
|
19
$1.04K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
11+ 0.91% |
$451 - $570
|
1.21K
$66.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
11+ 0.32% |
$451 - $570
|
3.45K
$188K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6Closed |
$246 - $311
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-9- 1.44% |
$369 - $466
|
615
$33.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.51% |
$410 - $518
|
1.97K
$107K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12Closed |
$492 - $622
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-51Closed |
$2.09K - $2.64K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-98- 0.46% |
$4.02K - $5.08K
|
21.3K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-136- 0.56% |
$5.57K - $7.05K
|
24K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-167- 1.96% |
$6.85K - $8.65K
|
8.34K
$455K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-266- 19.69% |
$10.9K - $13.8K
|
1.09K
$59.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-300- 50.0% |
$12.3K - $15.5K
|
300
$16.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-310Closed |
$12.7K - $16.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-430- 16.15% |
$17.6K - $22.3K
|
2.23K
$122K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-453- 22.56% |
$18.6K - $23.5K
|
1.56K
$84.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-510- 22.47% |
$20.9K - $26.4K
|
1.76K
$96.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-750- 30.0% |
$30.7K - $38.9K
|
1.75K
$95.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.02K- 12.21% |
$41.8K - $52.8K
|
7.34K
$401K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 25.64% |
$43.8K - $55.4K
|
3.1K
$169K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.17K- 2.3% |
$47.9K - $60.6K
|
49.6K
$2.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.24KClosed |
$50.9K - $64.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.57KClosed |
$64.4K - $81.4K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-1.93KClosed |
$79.2K - $100K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.01K- 6.84% |
$123K - $156K
|
41K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.58KClosed |
$147K - $185K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.41K- 7.87% |
$222K - $280K
|
63.3K
$3.46M
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.4KClosed |
$303K - $383K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.1K- 99.67% |
$457K - $578K
|
37
$2.02K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.8K- 38.05% |
$977K - $1.24M
|
38.8K
$2.12M
|