Latest Institutional Transactions on Invesco Act Mng ETF Tr Bal Mul (PSMB)
This table provides information on the latest institutional transactions involving Invesco Act Mng ETF Tr Bal Mul (PSMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.82K- 17.94% |
$26.7K - $27.3K
|
8.31K
$0
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
810New |
$11.8K - $12.4K
|
810
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-340- 67.59% |
$4.93K - $5.22K
|
163
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.43K- 7.16% |
$20.7K - $21.9K
|
18.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10K- 28.13% |
$146K - $154K
|
25.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-248- 1.36% |
$3.6K - $3.81K
|
18K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.6K- 47.02% |
$299K - $316K
|
23.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
33New |
$479 - $507
|
33
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$14.5 - $15.4
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.91KNew |
$27.7K - $29.4K
|
1.91K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39+ 0.32% |
$566 - $599
|
12.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
412+ 1.3% |
$5.98K - $6.33K
|
32K
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.7KNew |
$214K - $226K
|
14.7K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-330K- 68.37% |
$4.8M - $5.08M
|
153K
$0
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
216New |
$3.13K - $3.32K
|
216
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.01K- 55.78% |
$14.6K - $15.5K
|
800
$0
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.62K- 2.68% |
$38K - $40.2K
|
95K
$0
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
31New |
$450 - $476
|
31
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.77KNew |
$54.8K - $58K
|
3.77K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.4KNew |
$165K - $174K
|
11.4K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
112KNew |
$1.63M - $1.73M
|
112K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.94K- 22.58% |
$42.6K - $45.1K
|
10.1K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.5KNew |
$290K - $311K
|
20.5K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-44.1K- 51.06% |
$623K - $670K
|
42.3K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-411K- 91.85% |
$5.8M - $6.24M
|
36.4K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
28KNew |
$396K - $425K
|
28K
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
10.6KNew |
$150K - $162K
|
10.6K
$0
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-432- 9.44% |
N/A
|
4.15K
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17.8KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42.1KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.7KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
145New |
N/A
|
145
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$0
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.86KClosed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.5KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-441Closed |
N/A
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-152Closed |
N/A
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-11.8KClosed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.7KClosed |
N/A
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-13.1KClosed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.7KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.33KClosed |
N/A
|
0
$0
|
|