Purchases and Sales Made in Q3 2021 in Invesco S&P Smallcap Health Ca (PSCH)
This table provides information about the institutional ownership of Invesco S&P Smallcap Health Ca (PSCH) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP HEALTH CA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.9KNew |
$11.9M - $12.9M
|
65.9K
$2.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3KNew |
$2.22M - $2.4M
|
12.3K
$542K
|
|
|
Nov 08, 2021
Q3 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
4.96KNew |
$896K - $970K
|
4.96K
$219K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.75KNew |
$858K - $928K
|
4.75K
$210K
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
4.58KNew |
$827K - $895K
|
4.58K
$202K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.47K+ 90.41% |
$808K - $874K
|
9.41K
$416K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.46K+ 6.26% |
$807K - $873K
|
75.7K
$3.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.9K+ 42.92% |
$704K - $762K
|
13K
$573K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.89K+ 49.64% |
$703K - $760K
|
11.7K
$517K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.68K+ 100.93% |
$665K - $719K
|
7.32K
$323K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$278K - $301K
|
1.54K
$67.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.51K+ 6.18% |
$274K - $296K
|
26K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.13K+ 51.5% |
$204K - $221K
|
3.33K
$147K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 7.37% |
$204K - $220K
|
16.4K
$725K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.12KNew |
$202K - $219K
|
1.12K
$49.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.05K+ 7.88% |
$190K - $206K
|
14.4K
$635K
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
967+ 4.36% |
$175K - $189K
|
23.2K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
896+ 15.78% |
$162K - $175K
|
6.58K
$290K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
816New |
$147K - $160K
|
816
$36K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
724+ 6.81% |
$131K - $142K
|
11.4K
$502K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
546+ 112.58% |
$98.7K - $107K
|
1.03K
$45.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
438+ 10.9% |
$79.1K - $85.6K
|
4.46K
$197K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
413+ 1.28% |
$74.6K - $80.8K
|
32.6K
$1.44M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
225New |
$40.7K - $44K
|
225
$9.93K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
157+ 2.89% |
$28.4K - $30.7K
|
5.59K
$247K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
152+ 4.0% |
$27.5K - $29.7K
|
3.95K
$174K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
145+ 11.16% |
$26.2K - $28.4K
|
1.44K
$63.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
62+ 77.5% |
$11.2K - $12.1K
|
142
$6.27K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
53+ 1.76% |
$9.58K - $10.4K
|
3.06K
$135K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
50+ 1.11% |
$9.03K - $9.78K
|
4.54K
$200K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 16.08% |
$9.03K - $9.78K
|
361
$15.9K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
48+ 92.31% |
$8.67K - $9.39K
|
100
$4.42K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7Closed |
$1.26K - $1.37K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 2.93% |
$1.26K - $1.37K
|
232
$10.2K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.36% |
$1.45K - $1.56K
|
2.2K
$97.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-25- 1.52% |
$4.52K - $4.89K
|
1.62K
$71.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-37- 4.24% |
$6.69K - $7.23K
|
835
$36.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43- 1.66% |
$7.77K - $8.41K
|
2.55K
$112K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50Closed |
$9.03K - $9.78K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50- 0.99% |
$9.03K - $9.78K
|
4.99K
$220K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-53- 13.35% |
$9.58K - $10.4K
|
344
$15.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-68- 10.12% |
$12.3K - $13.3K
|
604
$26.7K
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
SELL
|
- |
-76- 2.51% |
$13.7K - $14.9K
|
2.95K
$130K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-80Closed |
$14.5K - $15.6K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-87- 40.47% |
$15.7K - $17K
|
128
$5.65K
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-95- 0.85% |
$17.2K - $18.6K
|
11.1K
$488K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 3.2% |
$18.1K - $19.6K
|
3.02K
$133K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-140- 60.61% |
$25.3K - $27.4K
|
91
$4.02K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-151- 2.94% |
$27.3K - $29.5K
|
4.98K
$220K
|