Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
392K+ 428.1% |
$5.53M - $5.95M
|
483K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
97.6KNew |
$1.38M - $1.48M
|
97.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.7KNew |
$504K - $542K
|
35.7K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
28KNew |
$396K - $425K
|
28K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.7K+ 129.18% |
$349K - $375K
|
43.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.5KNew |
$290K - $311K
|
20.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.9KNew |
$282K - $303K
|
19.9K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2KNew |
$172K - $186K
|
12.2K
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
10.6KNew |
$150K - $162K
|
10.6K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.5K+ 21.09% |
$77.7K - $83.6K
|
31.6K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
519+ 40.23% |
$7.33K - $7.88K
|
1.81K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
503New |
$7.1K - $7.64K
|
503
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$14.1 - $15.2
|
1
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6- 0.03% |
$84.7 - $91.1
|
18.3K
$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
|