Purchases and Sales Made in Q4 2022 in Invesco S&P Smallcap Energy Et (PSCE)
This table provides information about the institutional ownership of Invesco S&P Smallcap Energy Et (PSCE) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP ENERGY ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
421K+ 234.61% |
$3.95M - $4.85M
|
601K
$31.5M
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
205KNew |
$1.92M - $2.35M
|
205K
$10.7M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
138K+ 76.92% |
$1.3M - $1.59M
|
318K
$16.6M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69KNew |
$647K - $794K
|
69K
$3.61M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
61K+ 39.18% |
$571K - $702K
|
217K
$11.3M
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
60KNew |
$562K - $691K
|
60K
$3.14M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.5K+ 51.48% |
$482K - $592K
|
151K
$7.93M
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
33.5KNew |
$314K - $385K
|
33.5K
$1.75M
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
32.4KNew |
$303K - $373K
|
32.4K
$1.7M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
29.2K+ 79.39% |
$274K - $336K
|
66K
$3.46M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.4KNew |
$200K - $246K
|
21.4K
$1.12M
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
20K+ 200.0% |
$187K - $230K
|
30K
$1.57M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.9K+ 53.85% |
$186K - $229K
|
56.7K
$2.97M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.3K+ 66.1% |
$181K - $222K
|
48.5K
$2.54M
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
17.4KNew |
$163K - $200K
|
17.4K
$911K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
15.2KNew |
$142K - $175K
|
15.2K
$795K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.2K+ 7.85% |
$133K - $163K
|
194K
$10.2M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
12.2KNew |
$115K - $141K
|
12.2K
$641K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.2K+ 21.47% |
$114K - $141K
|
69.1K
$3.62M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.2KNew |
$95.9K - $118K
|
10.2K
$536K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.5K+ 3.23% |
$51.5K - $63.3K
|
176K
$9.22M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.57K+ 15.39% |
$42.8K - $52.6K
|
34.3K
$1.8M
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
3.4K+ 421.84% |
$31.9K - $39.1K
|
4.21K
$220K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$29K - $35.7K
|
3.1K
$162K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.47K+ 1.91% |
$23.1K - $28.4K
|
132K
$6.89M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.44K+ 8.48% |
$22.8K - $28.1K
|
31.2K
$1.63M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.08K+ 4.13% |
$10.1K - $12.4K
|
27.2K
$1.43M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.07K+ 4.25% |
$10K - $12.3K
|
26.2K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.01KNew |
$9.49K - $11.7K
|
1.01K
$53K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.01K+ 0.89% |
$9.47K - $11.6K
|
115K
$6.02M
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
501+ 55.48% |
$4.69K - $5.77K
|
1.4K
$73.5K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
325+ 50.0% |
$3.05K - $3.74K
|
975
$51.1K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
249+ 0.67% |
$2.33K - $2.87K
|
37.4K
$1.96M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$1.87K - $2.3K
|
200
$10.5K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102+ 0.46% |
$956 - $1.17K
|
22.4K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
63New |
$590 - $725
|
63
$3.3K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26+ 0.25% |
$244 - $299
|
10.5K
$552K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 1.12% |
$159 - $196
|
1.54K
$80.7K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.7% |
$56.2 - $69.1
|
867
$45.4K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24- 3.84% |
$225 - $276
|
601
$31.5K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-65- 95.59% |
$609 - $748
|
3
$157
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-216- 0.15% |
$2.02K - $2.49K
|
139K
$7.29M
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-563- 1.69% |
$5.28K - $6.48K
|
32.7K
$1.71M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-845- 5.09% |
$7.92K - $9.73K
|
15.8K
$826K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.53K- 11.32% |
$14.3K - $17.6K
|
12K
$628K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.26K- 8.42% |
$21.2K - $26K
|
24.6K
$1.29M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.81K- 7.4% |
$35.7K - $43.8K
|
47.7K
$2.5M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.59K- 7.06% |
$43K - $52.8K
|
60.3K
$3.16M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.88K- 7.58% |
$73.9K - $90.7K
|
96.1K
$5.03M
|