Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) 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 |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.38KNew |
$44.7K - $51.7K
|
2.38K
$52.4K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.08KNew |
$39.2K - $45.3K
|
2.08K
$45.9K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.96K+ 10.29% |
$36.9K - $42.6K
|
21K
$463K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.82K+ 1.44% |
$34.2K - $39.6K
|
128K
$2.83M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.48K+ 5.15% |
$27.9K - $32.3K
|
30.3K
$668K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.22KNew |
$23K - $26.6K
|
1.22K
$27K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.09K+ 2.21% |
$20.4K - $23.6K
|
50.3K
$1.11M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.04K+ 5.83% |
$19.7K - $22.7K
|
18.9K
$418K
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.03K+ 3.51% |
$19.5K - $22.5K
|
30.5K
$672K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1K+ 3.88% |
$18.8K - $21.8K
|
26.8K
$591K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
984+ 10.39% |
$18.5K - $21.4K
|
10.5K
$231K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
971+ 81.6% |
$18.3K - $21.1K
|
2.16K
$47.7K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
819+ 0.76% |
$15.4K - $17.8K
|
108K
$2.39M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
800+ 84.57% |
$15.1K - $17.4K
|
1.75K
$38.5K
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
795+ 1.22% |
$15K - $17.3K
|
65.9K
$1.45M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
741+ 0.38% |
$14K - $16.1K
|
195K
$4.3M
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
337+ 0.98% |
$6.35K - $7.33K
|
34.9K
$770K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
323+ 11.99% |
$6.08K - $7.03K
|
3.02K
$66.6K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
272+ 2.45% |
$5.12K - $5.92K
|
11.4K
$251K
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
213+ 1.77% |
$4.01K - $4.63K
|
12.2K
$270K
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
132+ 1.04% |
$2.49K - $2.87K
|
12.9K
$284K
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
130+ 1.02% |
$2.45K - $2.83K
|
12.9K
$285K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
111+ 0.49% |
$2.09K - $2.42K
|
22.9K
$505K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
81+ 0.26% |
$1.53K - $1.76K
|
31.7K
$699K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
40New |
$753 - $870
|
40
$883
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
38+ 0.38% |
$716 - $827
|
10.1K
$222K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20+ 1.9% |
$377 - $435
|
1.07K
$23.7K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14+ 0.07% |
$264 - $305
|
20.8K
$458K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 1.02% |
$245 - $283
|
1.29K
$28.4K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.99% |
$94.1 - $109
|
508
$11.2K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.3% |
$56.5 - $65.3
|
234
$5.16K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 1.28% |
$56.5 - $65.3
|
232
$5.12K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-20- 0.06% |
$377 - $435
|
35K
$773K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-62- 0.17% |
$1.17K - $1.35K
|
36.8K
$812K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-107- 0.18% |
$2.01K - $2.33K
|
60.9K
$1.34M
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-146- 30.54% |
$2.75K - $3.18K
|
332
$7.33K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-180- 2.86% |
$3.39K - $3.92K
|
6.12K
$135K
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-226- 1.52% |
$4.26K - $4.92K
|
14.6K
$322K
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-250- 0.98% |
$4.71K - $5.44K
|
25.2K
$556K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-296- 1.98% |
$5.57K - $6.44K
|
14.6K
$323K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-308- 1.86% |
$5.8K - $6.7K
|
16.2K
$359K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-381- 2.68% |
$7.17K - $8.29K
|
13.8K
$305K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-440- 0.21% |
$8.29K - $9.57K
|
205K
$4.53M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-548- 3.25% |
$10.3K - $11.9K
|
16.3K
$360K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-807- 5.39% |
$15.2K - $17.6K
|
14.2K
$312K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-815- 4.15% |
$15.3K - $17.7K
|
18.8K
$416K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-851- 12.75% |
$16K - $18.5K
|
5.82K
$128K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-938- 2.54% |
$17.7K - $20.4K
|
36K
$794K
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.05K- 3.47% |
$19.8K - $22.8K
|
29.2K
$644K
|