Purchases and Sales Made in Q4 2022 in Invesco Act Mng ETF Tr Conserv (PSMC)
This table provides information about the institutional ownership of Invesco Act Mng ETF Tr Conserv (PSMC) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO ACT MNG ETF TR CONSERV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
14.3KNew |
$164K - $176K
|
14.3K
$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 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 481.19% |
$143K - $154K
|
15.1K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
12.3KNew |
$140K - $151K
|
12.3K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$140K - $151K
|
12.3K
$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 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
863+ 42.39% |
$9.88K - $10.6K
|
2.9K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
448+ 24.89% |
$5.13K - $5.52K
|
2.25K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 1.76% |
$3.44K - $3.7K
|
16.8K
$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 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-707- 3.02% |
$8.1K - $8.71K
|
22.7K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.3K- 4.05% |
$26.3K - $28.3K
|
54.4K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.9K- 20.37% |
$228K - $245K
|
77.9K
$0
|