Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
220KNew |
$10.4M - $12.2M
|
220K
$10.6M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
123KNew |
$5.8M - $6.81M
|
123K
$5.95M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
30.9KNew |
$1.45M - $1.71M
|
30.9K
$1.49M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.6K+ 27.12% |
$1.3M - $1.53M
|
129K
$6.25M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.2KNew |
$1.18M - $1.39M
|
25.2K
$1.22M
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
16.8KNew |
$788K - $927K
|
16.8K
$809K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.83K+ 4.11% |
$368K - $433K
|
198K
$9.57M
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.23KNew |
$340K - $399K
|
7.23K
$349K
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
5.7KNew |
$268K - $315K
|
5.7K
$275K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5KNew |
$235K - $276K
|
5K
$241K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.99KNew |
$188K - $221K
|
3.99K
$193K
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.6KNew |
$122K - $144K
|
2.6K
$125K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.97KNew |
$92.5K - $109K
|
1.97K
$94.9K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.29K+ 34.54% |
$60.4K - $71K
|
5.01K
$242K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.13K+ 12.7% |
$52.9K - $62.2K
|
9.98K
$482K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.09K+ 5.72% |
$51.5K - $60.5K
|
20.2K
$976K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
835+ 1.99% |
$39.3K - $46.2K
|
42.7K
$2.06M
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
750New |
$35.3K - $41.5K
|
750
$36.2K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
500New |
$23.5K - $27.6K
|
500
$24.1K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
398New |
$18.7K - $22K
|
398
$19.2K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
388+ 12.21% |
$18.2K - $21.4K
|
3.57K
$172K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
347+ 0.31% |
$16.3K - $19.2K
|
112K
$5.41M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
225+ 1250.0% |
$10.6K - $12.4K
|
243
$11.7K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
200New |
$9.41K - $11.1K
|
200
$9.66K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
175+ 1.46% |
$8.23K - $9.67K
|
12.1K
$586K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
101+ 0.36% |
$4.75K - $5.58K
|
27.8K
$1.34M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
95New |
$4.47K - $5.25K
|
95
$4.59K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
50New |
$2.35K - $2.76K
|
50
$2.41K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-16- 0.29% |
$752 - $884
|
5.58K
$269K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 2.28% |
$941 - $1.11K
|
857
$41.4K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-56- 4.84% |
$2.63K - $3.1K
|
1.1K
$53.1K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 38.76% |
$4.7K - $5.53K
|
158
$7.63K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 0.76% |
$4.7K - $5.53K
|
13.1K
$634K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-102- 1.9% |
$4.8K - $5.64K
|
5.28K
$255K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-110- 5.83% |
$5.17K - $6.08K
|
1.78K
$85.8K
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-135- 1.59% |
$6.35K - $7.46K
|
8.37K
$404K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-147- 2.51% |
$6.91K - $8.13K
|
5.7K
$275K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-153- 2.65% |
$7.2K - $8.46K
|
5.62K
$271K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-172- 1.1% |
$8.09K - $9.51K
|
15.4K
$744K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-212- 2.46% |
$9.97K - $11.7K
|
8.39K
$405K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-250- 0.83% |
$11.8K - $13.8K
|
29.8K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-292- 2.9% |
$13.7K - $16.1K
|
9.76K
$471K
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-292- 5.95% |
$13.7K - $16.1K
|
4.61K
$223K
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-666- 1.73% |
$31.3K - $36.8K
|
37.9K
$1.83M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-745- 13.66% |
$35K - $41.2K
|
4.71K
$227K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-975- 7.73% |
$45.9K - $53.9K
|
11.6K
$562K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1K- 19.83% |
$47.2K - $55.5K
|
4.06K
$196K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.04K- 49.88% |
$49K - $57.6K
|
1.05K
$50.5K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.12K- 61.62% |
$52.9K - $62.1K
|
700
$33.8K
|