Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1+ 0.05% |
$70.3 - $77.5
|
2.09K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-11- 0.07% |
$773 - $852
|
16.4K
$1.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-11- 0.22% |
$773 - $852
|
5.06K
$568K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-12- 0.23% |
$843 - $930
|
5.15K
$579K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28- 0.31% |
$1.97K - $2.17K
|
8.9K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-45- 0.4% |
$3.16K - $3.49K
|
11.1K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-69- 1.22% |
$4.85K - $5.35K
|
5.57K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-71- 4.22% |
$4.99K - $5.5K
|
1.61K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-155- 0.35% |
$10.9K - $12K
|
44.2K
$4.97M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-177- 0.05% |
$12.4K - $13.7K
|
370K
$41.6M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-187- 71.37% |
$13.1K - $14.5K
|
75
$8.43K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-187- 1.11% |
$13.1K - $14.5K
|
16.7K
$1.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-206- 29.18% |
$14.5K - $16K
|
500
$56.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-231- 3.99% |
$16.2K - $17.9K
|
5.56K
$625K
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-251- 0.38% |
$17.6K - $19.4K
|
65.1K
$7.32M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-270- 1.46% |
$19K - $20.9K
|
18.3K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-321- 0.15% |
$22.6K - $24.9K
|
210K
$23.6M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-370- 23.86% |
$26K - $28.7K
|
1.18K
$133K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-389- 24.09% |
$27.3K - $30.1K
|
1.23K
$138K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-501- 8.25% |
$35.2K - $38.8K
|
5.57K
$626K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-582- 1.09% |
$40.9K - $45.1K
|
52.6K
$5.91M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600- 6.15% |
$42.2K - $46.5K
|
9.16K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-632- 7.25% |
$44.4K - $49K
|
8.09K
$909K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-639- 5.41% |
$44.9K - $49.5K
|
11.2K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-659- 4.96% |
$46.3K - $51.1K
|
12.6K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-660- 6.5% |
$46.4K - $51.1K
|
9.49K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-665- 9.38% |
$46.7K - $51.5K
|
6.43K
$722K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-780- 3.95% |
$54.8K - $60.4K
|
19K
$2.13M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-795- 2.21% |
$55.9K - $61.6K
|
35.1K
$3.95M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-811- 6.14% |
$57K - $62.8K
|
12.4K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-872- 1.07% |
$61.3K - $67.6K
|
81K
$9.1M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.03K- 23.18% |
$72.2K - $79.6K
|
3.41K
$383K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.05K- 3.23% |
$73.4K - $81K
|
31.3K
$3.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.31K- 2.75% |
$92.1K - $101K
|
46.4K
$5.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.39K- 22.15% |
$97.7K - $108K
|
4.89K
$549K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.65K- 37.51% |
$116K - $128K
|
2.75K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.84K- 11.55% |
$130K - $143K
|
14.1K
$1.59M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.87K- 5.38% |
$132K - $145K
|
33K
$3.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.95K- 11.05% |
$137K - $151K
|
15.7K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.44K- 5.89% |
$172K - $189K
|
39K
$4.39M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.14K- 6.36% |
$221K - $243K
|
46.3K
$5.2M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.23K- 49.19% |
$227K - $250K
|
3.34K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.31K- 2.04% |
$232K - $256K
|
159K
$17.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.33K- 0.54% |
$234K - $258K
|
609K
$68.4M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.79K- 46.64% |
$266K - $293K
|
4.33K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.2KClosed |
$295K - $326K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.54K- 9.69% |
$319K - $351K
|
42.3K
$4.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.65K- 3.98% |
$327K - $361K
|
112K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.2K- 19.36% |
$365K - $403K
|
21.6K
$2.43M
|