Latest Institutional Transactions on Invesco Act Mng ETF Tr Conserv (PSMC)
This table provides information on the latest institutional transactions involving Invesco Act Mng ETF Tr Conserv (PSMC) 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 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11.3KNew |
$136K - $139K
|
11.3K
$0
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.04KNew |
$60.1K - $62.5K
|
5.04K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.01K- 35.31% |
$95.5K - $99.3K
|
14.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.25K- 77.51% |
$26.8K - $27.9K
|
652
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53+ 0.35% |
$632 - $657
|
15.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 18.03% |
$26.4K - $27.4K
|
10.1K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 19.41% |
$126K - $131K
|
43.8K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.4K- 46.7% |
$433K - $451K
|
41.5K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-340- 2.38% |
$4.05K - $4.22K
|
14K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.9KNew |
$631K - $656K
|
52.9K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.18K- 65.3% |
$26K - $27.1K
|
1.16K
$0
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
448+ 24.89% |
$5.13K - $5.52K
|
2.25K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.4KNew |
$153K - $165K
|
13.4K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13KNew |
$149K - $160K
|
13K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.9K+ 100.0% |
$21.8K - $23.4K
|
3.8K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-305- 1.61% |
$3.49K - $3.76K
|
18.7K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
276KNew |
$3.16M - $3.4M
|
276K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 1.76% |
$3.44K - $3.7K
|
16.8K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
46.5K+ 323.6% |
$532K - $573K
|
60.8K
$0
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
14KNew |
$161K - $178K
|
14K
$0
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.46KNew |
$29.6K - $32.5K
|
2.46K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.01KNew |
$36.2K - $39.6K
|
3.01K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-205KClosed |
$2.46M - $2.7M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.97K- 21.59% |
$47.8K - $52.4K
|
14.4K
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
18.7KNew |
$243K - $259K
|
18.7K
$0
|
|
| Q3 2021 | |||||||
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.7KNew |
$106K - $108K
|
7.7K
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.14KNew |
$15.6K - $15.9K
|
1.14K
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-16KClosed |
$216K - $221K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.9KClosed |
$268K - $283K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-77.8KClosed |
$998K - $1.05M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 16, 2020
Q3 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-17.7KClosed |
$223K - $234K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-22.9KClosed |
$239K - $299K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-490Closed |
$6.28K - $6.5K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-677KClosed |
$8.69M - $8.94M
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.2KClosed |
$580K - $597K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.3KClosed |
$235K - $248K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-19.3KClosed |
$235K - $248K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-500Closed |
$6.09K - $6.43K
|
0
$0
|
|