Latest Institutional Purchases of Invesco Act Mng ETF Tr Conserv (PSMC)
This list provides information on the latest institutional transactions involving Invesco Act Mng ETF Tr Conserv (PSMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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 | |||||||
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.9KNew |
$631K - $656K
|
52.9K
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.04KNew |
$60.1K - $62.5K
|
5.04K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53+ 0.35% |
$632 - $657
|
15.2K
$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 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
276KNew |
$3.16M - $3.4M
|
276K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
46.5K+ 323.6% |
$532K - $573K
|
60.8K
$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 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
448+ 24.89% |
$5.13K - $5.52K
|
2.25K
$0
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
14KNew |
$161K - $178K
|
14K
$0
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.01KNew |
$36.2K - $39.6K
|
3.01K
$0
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.46KNew |
$29.6K - $32.5K
|
2.46K
$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
|
|