Purchases and Sales Made in Q1 2023 in Invesco Act Mng ETF Tr Moderat (PSMM)
This table provides information about the institutional ownership of Invesco Act Mng ETF Tr Moderat (PSMM) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ACT MNG ETF TR MODERAT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.9K+ 114.2% |
$401K - $422K
|
56.1K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2KNew |
$177K - $186K
|
13.2K
$0
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5KNew |
$154K - $162K
|
11.5K
$0
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.51KNew |
$33.6K - $35.4K
|
2.51K
$0
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.36KNew |
$31.7K - $33.4K
|
2.36K
$0
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.17K+ 5.02% |
$29.1K - $30.6K
|
45.4K
$0
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.77KNew |
$23.7K - $25K
|
1.77K
$0
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.57K+ 75.16% |
$21K - $22.1K
|
3.65K
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
62+ 20.06% |
$832 - $875
|
371
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-97- 2.05% |
$1.3K - $1.37K
|
4.64K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.01K- 10.61% |
$26.9K - $28.3K
|
16.9K
$0
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-417K- 68.68% |
$5.6M - $5.89M
|
190K
$0
|