Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii Ftse Rafi Em (PXH)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Ftse Rafi Em (PXH) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II FTSE RAFI EM.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
617+ 29.94% |
$11.9K - $14.5K
|
2.68K
$54.3K
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
512+ 1.94% |
$9.89K - $12.1K
|
27K
$546K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
473New |
$9.13K - $11.1K
|
473
$9.59K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
400New |
$7.72K - $9.42K
|
400
$8.11K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
360+ 1.81% |
$6.95K - $8.47K
|
20.2K
$410K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
346New |
$6.68K - $8.14K
|
346
$7.01K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
281+ 1.22% |
$5.43K - $6.61K
|
23.2K
$471K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
267+ 4.07% |
$5.16K - $6.29K
|
6.82K
$138K
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
181+ 0.1% |
$3.5K - $4.26K
|
188K
$3.8M
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
150+ 1.5% |
$2.9K - $3.53K
|
10.1K
$205K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
87New |
$1.68K - $2.05K
|
87
$1.76K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67New |
$1.29K - $1.58K
|
67
$1.36K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
63+ 6300.0% |
$1.22K - $1.48K
|
64
$1.3K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
61New |
$1.18K - $1.44K
|
61
$1.24K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
50+ 10.71% |
$965 - $1.18K
|
517
$10.5K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32+ 0.29% |
$618 - $753
|
11.2K
$228K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.99% |
$193 - $235
|
512
$10.4K
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$135 - $165
|
16.6K
$336K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 3.57% |
$57.9 - $70.6
|
87
$1.76K
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 300.0% |
$57.9 - $70.6
|
4
$81.1
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2New |
$38.6 - $47.1
|
2
$40.5
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
2New |
$38.6 - $47.1
|
2
$40.5
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.09% |
$38.6 - $47.1
|
2.25K
$45.6K
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.04% |
$19.3 - $23.5
|
2.83K
$57.3K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.39% |
$19.3 - $23.5
|
255
$5.17K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 0.6% |
$19.3 - $23.5
|
169
$3.43K
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1+ 0.01% |
$19.3 - $23.5
|
12.5K
$254K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.04% |
$19.3 - $23.5
|
2.73K
$55.3K
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1- -0.0% |
$19.3 - $23.5
|
20.5K
$416K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1Closed |
$19.3 - $23.5
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2- 1.13% |
$38.6 - $47.1
|
175
$3.55K
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-33- 0.03% |
$637 - $777
|
105K
$2.14M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-50- 0.33% |
$965 - $1.18K
|
15K
$304K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-50- 4.18% |
$965 - $1.18K
|
1.15K
$23.2K
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-57- 0.02% |
$1.1K - $1.34K
|
283K
$5.74M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-235- 31.67% |
$4.54K - $5.53K
|
507
$10.3K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-356- 3.91% |
$6.87K - $8.38K
|
8.75K
$177K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-362Closed |
$6.99K - $8.52K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-441- 0.35% |
$8.52K - $10.4K
|
126K
$2.54M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-536- 0.85% |
$10.4K - $12.6K
|
62.5K
$1.27M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-559- 87.89% |
$10.8K - $13.2K
|
77
$1.56K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-573Closed |
$11.1K - $13.5K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-589- 92.76% |
$11.4K - $13.9K
|
46
$932
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-643- 0.29% |
$12.4K - $15.1K
|
221K
$4.47M
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-757- 3.18% |
$14.6K - $17.8K
|
23.1K
$467K
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
SELL
|
- |
-901- 1.17% |
$17.4K - $21.2K
|
76.2K
$1.54M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-916- 6.65% |
$17.7K - $21.6K
|
12.9K
$260K
|