Latest Institutional Transactions on Invesco Actively Managed ETF T (PSMG)
This table provides information on the latest institutional transactions involving Invesco Actively Managed ETF T (PSMG) 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 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.93K- 17.38% |
$31.7K - $32.6K
|
9.17K
$0
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
372+ 8.27% |
$6.03K - $6.44K
|
4.87K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10KNew |
$163K - $174K
|
10K
$0
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18.8K- 29.25% |
$305K - $326K
|
45.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
117+ 41.79% |
$1.9K - $2.03K
|
397
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.54K- 18.09% |
$41.2K - $44K
|
11.5K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.55K+ 754.14% |
$41.3K - $44.1K
|
2.89K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.1K- 54.72% |
$585K - $625K
|
29.8K
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.01K+ 7.5% |
$16.4K - $17.5K
|
14.5K
$0
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.9KNew |
$210K - $224K
|
12.9K
$0
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.07KNew |
$17.3K - $18.5K
|
1.07K
$0
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
12+ 80.0% |
$195 - $208
|
27
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
644New |
$10.4K - $11.2K
|
644
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.78K+ 7.62% |
$28.8K - $30.8K
|
25.1K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.5KNew |
$290K - $316K
|
18.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
14KNew |
$219K - $239K
|
14K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
541New |
$8.46K - $9.23K
|
541
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
126+ 14.55% |
$1.97K - $2.15K
|
992
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
5.37K+ 29.44% |
$83.9K - $91.6K
|
23.6K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.04K- 12.4% |
$31.8K - $34.8K
|
14.4K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-23- 7.06% |
$359 - $392
|
303
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
422KNew |
$6.6M - $7.2M
|
422K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
40.1K+ 131.5% |
$627K - $685K
|
70.6K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
610New |
$9.53K - $10.4K
|
610
$0
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
146+ 94.81% |
$2.26K - $2.57K
|
300
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-90.3KClosed |
$1.43M - $1.66M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-28KClosed |
$444K - $515K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
11.7KNew |
$186K - $215K
|
11.7K
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1Closed |
$17.4 - $19.2
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12.9KClosed |
$234K - $249K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-23.1KClosed |
$418K - $445K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-504Closed |
$9.13K - $9.71K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-151Closed |
$2.7K - $2.85K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-251Closed |
$4.38K - $4.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.2KClosed |
$325K - $376K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 28, 2020
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
67+ 744.44% |
$706 - $1.03K
|
76
$0
|
|
| Q4 2019 | |||||||
|
Jan 29, 2020
Q4 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-160Closed |
$2.28K - $2.45K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.8KClosed |
$264K - $294K
|
0
$0
|
|