Purchases and Sales Made in Q1 2021 in Invesco Exchange Traded Fd Tr (PSP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSP) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
240K+ 319.62% |
$3.22M - $3.57M
|
314K
$21.7M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
120K+ 16.62% |
$1.61M - $1.78M
|
840K
$58M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
96.5K+ 509.05% |
$1.3M - $1.44M
|
115K
$7.96M
|
|
May 10, 2021
Q1 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
68.5K+ 145.13% |
$920K - $1.02M
|
116K
$7.98M
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
32.1KNew |
$432K - $479K
|
32.1K
$2.22M
|
|
May 13, 2021
Q1 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
19.3K+ 7.6% |
$259K - $287K
|
273K
$18.9M
|
|
Aug 09, 2021
Q1 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
15.5KNew |
$208K - $231K
|
15.5K
$1.07M
|
|
Apr 07, 2021
Q1 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
13.4KNew |
$180K - $200K
|
13.4K
$927K
|
|
Apr 14, 2021
Q1 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
12.5K+ 1.23% |
$168K - $186K
|
1.03M
$70.7M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 38.88% |
$143K - $158K
|
37.9K
$2.62M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.9K+ 37.84% |
$133K - $147K
|
36K
$2.49M
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.57K+ 247.1% |
$129K - $142K
|
13.4K
$927K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.66K+ 44.79% |
$76K - $84.2K
|
18.3K
$1.26M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.97K+ 11.34% |
$66.7K - $74K
|
48.8K
$3.36M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.4K+ 7.07% |
$59.1K - $65.5K
|
66.6K
$4.59M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.27K+ 18.15% |
$57.3K - $63.5K
|
27.8K
$1.91M
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
3.29K+ 3.68% |
$44.2K - $49K
|
92.7K
$6.39M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.96KNew |
$39.7K - $44.1K
|
2.96K
$204K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.39K+ 1.96% |
$18.7K - $20.7K
|
72.1K
$4.97M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.27K+ 4.47% |
$17K - $18.8K
|
29.5K
$2.04M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
750New |
$10.1K - $11.2K
|
750
$51.7K
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
732+ 6.89% |
$9.83K - $10.9K
|
11.4K
$783K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
590+ 1.29% |
$7.92K - $8.79K
|
46.2K
$3.19M
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
210+ 0.65% |
$2.82K - $3.13K
|
32.6K
$2.25M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84+ 135.48% |
$1.13K - $1.25K
|
146
$10.1K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67New |
$900 - $998
|
67
$4.62K
|
|
Apr 16, 2021
Q1 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
60New |
$806 - $893
|
60
$4.14K
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
47+ 0.07% |
$631 - $700
|
67K
$4.62M
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
39+ 0.74% |
$524 - $581
|
5.31K
$366K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
29+ 1.05% |
$389 - $432
|
2.8K
$193K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.01% |
$40.3 - $44.7
|
20.2K
$1.39M
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-17- 0.05% |
$228 - $253
|
37.2K
$2.57M
|
|
Nov 24, 2021
Q1 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-66- 0.19% |
$886 - $983
|
34.4K
$2.37M
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-68Closed |
$913 - $1.01K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-83- 0.69% |
$1.11K - $1.24K
|
11.9K
$821K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-125- 0.15% |
$1.68K - $1.86K
|
82.1K
$5.66M
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-191Closed |
$2.57K - $2.84K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-301- 1.58% |
$4.04K - $4.48K
|
18.7K
$1.29M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-750Closed |
$10.1K - $11.2K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-751- 43.51% |
$10.1K - $11.2K
|
975
$67.2K
|
|
May 11, 2021
Q1 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.35K- 6.45% |
$18.1K - $20.1K
|
19.5K
$1.35M
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.98KClosed |
$26.6K - $29.5K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.05K- 5.61% |
$27.5K - $30.5K
|
34.5K
$2.38M
|
|
May 13, 2021
Q1 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.72K- 1.01% |
$36.5K - $40.5K
|
265K
$18.3M
|
|
May 14, 2021
Q1 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.62K- 3.33% |
$48.6K - $53.9K
|
105K
$7.25M
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.08KClosed |
$54.8K - $60.8K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5.81K- 8.12% |
$78K - $86.5K
|
65.7K
$4.53M
|