Purchases and Sales Made in Q1 2023 in Invesco Act Mng ETF Tr Bal Mul (PSMB)
This table provides information about the institutional ownership of Invesco Act Mng ETF Tr Bal Mul (PSMB) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ACT MNG ETF TR BAL MUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
112KNew |
$1.63M - $1.73M
|
112K
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.7KNew |
$214K - $226K
|
14.7K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.4KNew |
$165K - $174K
|
11.4K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.77KNew |
$54.8K - $58K
|
3.77K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.91KNew |
$27.7K - $29.4K
|
1.91K
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
810New |
$11.8K - $12.4K
|
810
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
412+ 1.3% |
$5.98K - $6.33K
|
32K
$0
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
216New |
$3.13K - $3.32K
|
216
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39+ 0.32% |
$566 - $599
|
12.3K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
33New |
$479 - $507
|
33
$0
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
31New |
$450 - $476
|
31
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$14.5 - $15.4
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-248- 1.36% |
$3.6K - $3.81K
|
18K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-249- 2.4% |
$3.61K - $3.82K
|
10.1K
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-340- 67.59% |
$4.93K - $5.22K
|
163
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.01K- 55.78% |
$14.6K - $15.5K
|
800
$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 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.62K- 2.68% |
$38K - $40.2K
|
95K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.94K- 22.58% |
$42.6K - $45.1K
|
10.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10K- 28.13% |
$146K - $154K
|
25.7K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.6K- 47.02% |
$299K - $316K
|
23.2K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-330K- 68.37% |
$4.8M - $5.08M
|
153K
$0
|