Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.15M+ 23.73% |
$86M - $96.2M
|
26.8M
$544M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
385K+ 67.23% |
$6.43M - $7.19M
|
958K
$19.4M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
343K+ 4.28% |
$5.74M - $6.41M
|
8.37M
$170M
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
172K+ 221.07% |
$2.87M - $3.21M
|
250K
$5.06M
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
151K+ 6.2% |
$2.53M - $2.83M
|
2.59M
$52.6M
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
132KNew |
$2.21M - $2.47M
|
132K
$2.68M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
131K+ 1139.48% |
$2.19M - $2.44M
|
142K
$2.89M
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
106K+ 698.53% |
$1.77M - $1.98M
|
121K
$2.46M
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
73.2K+ 663.83% |
$1.22M - $1.37M
|
84.2K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
68K+ 8.6% |
$1.14M - $1.27M
|
858K
$17.4M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.8K+ 107.48% |
$648K - $725K
|
74.9K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
26KNew |
$435K - $486K
|
26K
$527K
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
24.9KNew |
$416K - $465K
|
24.9K
$505K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
24.8KNew |
$415K - $464K
|
24.8K
$503K
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
22.4K+ 12.13% |
$374K - $418K
|
207K
$4.19M
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
21.5K+ 12.39% |
$358K - $401K
|
195K
$3.95M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.7K+ 3.4% |
$346K - $386K
|
629K
$12.8M
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
17.3K+ 33.66% |
$290K - $324K
|
68.9K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.2K+ 3.23% |
$271K - $303K
|
520K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
14.5KNew |
$243K - $271K
|
14.5K
$295K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13.8KNew |
$230K - $257K
|
13.8K
$279K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
13.6KNew |
$227K - $254K
|
13.6K
$276K
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
13.5KNew |
$226K - $252K
|
13.5K
$274K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
8.23K+ 3.23% |
$137K - $154K
|
263K
$5.32M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.42K+ 10.37% |
$107K - $120K
|
68.3K
$1.39M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.49K+ 25.03% |
$75.1K - $83.9K
|
22.4K
$455K
|
|
Nov 03, 2022
Q3 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.38K+ 1.61% |
$56.5K - $63.2K
|
213K
$4.32M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.08K+ 3.48% |
$51.4K - $57.5K
|
91.5K
$1.86M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.01K+ 1.72% |
$50.3K - $56.2K
|
178K
$3.61M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.98KNew |
$49.7K - $55.6K
|
2.98K
$60.3K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.84KNew |
$30.7K - $34.3K
|
1.84K
$37.3K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.65K+ 1395.76% |
$27.5K - $30.8K
|
1.77K
$35.8K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.48K+ 1.06% |
$24.6K - $27.6K
|
141K
$2.86M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.32K+ 1.24% |
$22K - $24.6K
|
107K
$2.18M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.2KNew |
$20K - $22.3K
|
1.2K
$24.2K
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.1K+ 4.83% |
$18.3K - $20.5K
|
23.8K
$483K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
385+ 1.66% |
$6.43K - $7.19K
|
23.6K
$478K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
284New |
$4.75K - $5.31K
|
284
$5.76K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
262+ 0.76% |
$4.38K - $4.89K
|
34.9K
$708K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
256+ 23.66% |
$4.28K - $4.78K
|
1.34K
$27.1K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
251+ 2.46% |
$4.19K - $4.69K
|
10.4K
$212K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
226New |
$3.78K - $4.22K
|
226
$4.58K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
226New |
$3.78K - $4.22K
|
226
$4.58K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
200New |
$3.34K - $3.74K
|
200
$4.05K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
146New |
$2.44K - $2.73K
|
146
$2.96K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
138New |
$2.31K - $2.58K
|
138
$2.8K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
125New |
$2.09K - $2.34K
|
125
$2.53K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
53New |
$886 - $990
|
53
$1.07K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
42New |
$702 - $785
|
42
$851
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
36New |
$602 - $672
|
36
$730
|