Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.67M+ 2354.45% |
$47M - $52.2M
|
2.78M
$56.3M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.24MNew |
$21.8M - $24.2M
|
1.24M
$25M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
701K+ 51.86% |
$12.4M - $13.7M
|
2.05M
$41.6M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
416K+ 867.44% |
$7.33M - $8.14M
|
463K
$9.39M
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
156KNew |
$2.75M - $3.06M
|
156K
$3.16M
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
122KNew |
$2.14M - $2.38M
|
122K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
91.5K+ 30.22% |
$1.61M - $1.79M
|
394K
$7.99M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.9K+ 30.25% |
$756K - $840K
|
185K
$3.74M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34.3KNew |
$605K - $672K
|
34.3K
$695K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.6KNew |
$593K - $658K
|
33.6K
$681K
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
32.8K+ 13.21% |
$579K - $643K
|
281K
$5.7M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
32.6KNew |
$575K - $639K
|
32.6K
$661K
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
30.5K+ 80.29% |
$538K - $597K
|
68.4K
$1.39M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.6KNew |
$523K - $581K
|
29.6K
$600K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 2.95% |
$310K - $345K
|
613K
$12.4M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.8KNew |
$296K - $328K
|
16.8K
$340K
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.3KNew |
$269K - $299K
|
15.3K
$309K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.3KNew |
$253K - $281K
|
14.3K
$291K
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
14.1K+ 20.01% |
$249K - $276K
|
84.5K
$1.71M
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
12.3K+ 2.5% |
$218K - $242K
|
506K
$10.3M
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12KNew |
$211K - $235K
|
12K
$243K
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
11.2KNew |
$198K - $220K
|
11.2K
$227K
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10.8KNew |
$190K - $211K
|
10.8K
$219K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.52K+ 81.65% |
$168K - $187K
|
21.2K
$429K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.65K+ 6.24% |
$153K - $170K
|
147K
$2.99M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.49K+ 27.57% |
$150K - $166K
|
39.3K
$797K
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
7.77K+ 10.66% |
$137K - $152K
|
80.7K
$1.64M
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6.73K+ 27.87% |
$119K - $132K
|
30.9K
$626K
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
5.84K+ 8.05% |
$103K - $114K
|
78.3K
$1.59M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.6KNew |
$98.9K - $110K
|
5.6K
$114K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.83KNew |
$85.2K - $94.6K
|
4.83K
$97.9K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.58K+ 22.11% |
$80.9K - $89.8K
|
25.3K
$513K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.51K+ 254.43% |
$79.5K - $88.3K
|
6.28K
$127K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.79K+ 2.23% |
$66.9K - $74.3K
|
174K
$3.53M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.4K+ 13.41% |
$42.3K - $47K
|
20.3K
$411K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$22.1K - $24.5K
|
1.25K
$25.3K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.17K+ 9.17% |
$20.7K - $23K
|
13.9K
$283K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
896New |
$15.8K - $17.6K
|
896
$18.2K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
808+ 3.41% |
$14.3K - $15.8K
|
24.5K
$497K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
701New |
$12.4K - $13.7K
|
701
$14.2K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
553+ 104.54% |
$9.75K - $10.8K
|
1.08K
$21.9K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
345+ 204.14% |
$6.09K - $6.76K
|
514
$10.4K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
295New |
$5.2K - $5.78K
|
295
$5.98K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
184+ 0.56% |
$3.25K - $3.61K
|
32.8K
$666K
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
180+ 0.67% |
$3.18K - $3.53K
|
27.1K
$549K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
132+ 0.13% |
$2.33K - $2.59K
|
105K
$2.13M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
132+ 0.13% |
$2.33K - $2.59K
|
105K
$2.13M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
67New |
$1.18K - $1.31K
|
67
$1.36K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
60New |
$1.06K - $1.18K
|
60
$1.22K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
57New |
$1.01K - $1.12K
|
57
$1.16K
|