Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-229- 5.86% |
$20.8K - $22.8K
|
3.68K
$426K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-265- 2.27% |
$24.1K - $26.4K
|
11.4K
$1.32M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-300- 1.08% |
$27.3K - $29.9K
|
27.5K
$3.18M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-305- 10.5% |
$27.7K - $30.4K
|
2.6K
$301K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-327- 2.67% |
$29.7K - $32.6K
|
11.9K
$1.38M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-329- 0.39% |
$29.9K - $32.8K
|
83.8K
$9.69M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-330- 1.49% |
$30K - $32.9K
|
21.8K
$2.52M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-393- 1.94% |
$35.7K - $39.2K
|
19.8K
$2.3M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-398- 2.93% |
$36.2K - $39.7K
|
13.2K
$1.52M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-400- 67.34% |
$36.4K - $39.9K
|
194
$22.5K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-555- 9.44% |
$50.5K - $55.4K
|
5.32K
$616K
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-636- 2.72% |
$57.9K - $63.5K
|
22.8K
$2.64M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-640- 1.67% |
$58.2K - $63.9K
|
37.6K
$4.35M
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-671- 13.35% |
$61K - $66.9K
|
4.36K
$504K
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-688- 2.85% |
$62.6K - $68.6K
|
23.5K
$2.71M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-707- 6.96% |
$64.3K - $70.5K
|
9.45K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-719- 44.52% |
$65.4K - $71.7K
|
896
$104K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-777- 7.28% |
$70.7K - $77.5K
|
9.9K
$1.15M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-868- 0.71% |
$79K - $86.6K
|
121K
$14M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-901- 0.97% |
$82K - $89.9K
|
92.2K
$10.7M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-916- 5.04% |
$83.3K - $91.4K
|
17.3K
$2M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-916- 3.1% |
$83.3K - $91.4K
|
28.7K
$3.32M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-929- 11.01% |
$84.5K - $92.7K
|
7.51K
$869K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-947- 9.63% |
$86.1K - $94.5K
|
8.88K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-956- 1.13% |
$87K - $95.4K
|
83.8K
$9.69M
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.09K- 3.16% |
$98.9K - $108K
|
33.3K
$3.85M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.19K- 6.3% |
$108K - $118K
|
17.6K
$2.04M
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.28K- 49.57% |
$117K - $128K
|
1.31K
$151K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.29K- 4.55% |
$117K - $129K
|
27K
$3.13M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.66K- 44.62% |
$151K - $165K
|
2.05K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.77K- 35.65% |
$161K - $177K
|
3.2K
$371K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.21K- 22.98% |
$201K - $220K
|
7.4K
$856K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.58K- 8.42% |
$234K - $257K
|
28K
$3.25M
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.59K- 6.35% |
$236K - $259K
|
38.2K
$4.42M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.71K- 0.46% |
$246K - $270K
|
587K
$68M
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.72K- 14.01% |
$247K - $271K
|
16.7K
$1.93M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.15K- 1.98% |
$286K - $314K
|
156K
$18M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.91K- 7.71% |
$355K - $390K
|
46.8K
$5.41M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.55K- 21.25% |
$414K - $454K
|
16.9K
$1.95M
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
SELL
|
- |
-5.06K- 3.91% |
$460K - $505K
|
124K
$14.4M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.45KClosed |
$495K - $543K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.4K- 6.88% |
$582K - $638K
|
86.6K
$10M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.62K- 3.84% |
$602K - $660K
|
166K
$19.2M
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-7.01K- 2.0% |
$637K - $699K
|
343K
$39.6M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.52K- 1.73% |
$684K - $750K
|
426K
$49.4M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.93K- 8.14% |
$722K - $792K
|
89.5K
$10.4M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8K- 2.29% |
$727K - $798K
|
341K
$39.5M
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-9.95K- 49.7% |
$905K - $993K
|
10.1K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.4K- 2.68% |
$1.4M - $1.54M
|
560K
$64.8M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.5K- 3.22% |
$1.41M - $1.55M
|
466K
$53.9M
|