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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 7.9% |
$20.1K - $23.2K
|
12.5K
$275K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.1KClosed |
$20.8K - $24K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.16K- 5.81% |
$21.7K - $25.1K
|
18.7K
$413K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.32K- 5.46% |
$24.9K - $28.7K
|
22.8K
$504K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.33K- 88.33% |
$24.9K - $28.8K
|
175
$3.86K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1.56K- 8.95% |
$29.3K - $33.9K
|
15.8K
$350K
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.64K- 0.85% |
$30.8K - $35.6K
|
191K
$4.21M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.64K- 3.34% |
$30.9K - $35.7K
|
47.5K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.66K- 0.27% |
$31.3K - $36.2K
|
606K
$13.4M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.69K- 5.44% |
$31.8K - $36.7K
|
29.3K
$647K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.76K- 3.53% |
$33.1K - $38.3K
|
48.1K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 2.74% |
$33.9K - $39.2K
|
63.9K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.85K- 10.97% |
$34.8K - $40.2K
|
15K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.11K- 2.62% |
$39.7K - $45.9K
|
78.4K
$1.73M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-2.3K- 3.86% |
$43.3K - $50K
|
57.2K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.36K- 14.07% |
$44.5K - $51.4K
|
14.4K
$319K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-2.61K- 8.26% |
$49.1K - $56.8K
|
29K
$640K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.86K- 9.6% |
$53.8K - $62.2K
|
26.9K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.43K- 7.12% |
$64.5K - $74.6K
|
44.7K
$987K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.52K- 19.51% |
$66.3K - $76.7K
|
14.5K
$321K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.71K- 2.06% |
$69.8K - $80.6K
|
176K
$3.89M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.71K- 6.48% |
$69.9K - $80.8K
|
53.6K
$1.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3.89K- 2.25% |
$73.2K - $84.6K
|
169K
$3.72M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.12K- 3.03% |
$77.6K - $89.7K
|
132K
$2.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.63K- 35.4% |
$106K - $123K
|
10.3K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.78K- 31.83% |
$128K - $148K
|
14.5K
$321K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.93K- 14.66% |
$168K - $194K
|
52K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10.1K- 5.73% |
$190K - $220K
|
166K
$3.67M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.6K- 19.68% |
$200K - $231K
|
43.4K
$957K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.9K- 12.47% |
$206K - $238K
|
76.8K
$1.69M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-12.3KClosed |
$231K - $267K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.7K- 13.89% |
$257K - $297K
|
84.7K
$1.87M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15K- 1.04% |
$282K - $325K
|
1.42M
$31.3M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-17K- 23.82% |
$320K - $370K
|
54.4K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.6K- 38.5% |
$332K - $384K
|
28.2K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.2K- 26.69% |
$343K - $396K
|
50K
$1.1M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.7K- 72.03% |
$540K - $624K
|
11.1K
$246K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39.1K- 75.71% |
$737K - $852K
|
12.6K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.1K- 75.14% |
$849K - $981K
|
14.9K
$329K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-47.4K- 48.11% |
$893K - $1.03M
|
51.1K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-49.1K- 6.05% |
$924K - $1.07M
|
762K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-57.7K- 2.46% |
$1.09M - $1.25M
|
2.29M
$50.5M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-68.7K- 16.67% |
$1.29M - $1.5M
|
344K
$7.58M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-80.3K- 71.24% |
$1.51M - $1.75M
|
32.4K
$715K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-102K- 14.91% |
$1.91M - $2.21M
|
579K
$12.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-109K- 49.74% |
$2.05M - $2.37M
|
110K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-194K- 99.2% |
$3.66M - $4.23M
|
1.57K
$34.6K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-198K- 2.15% |
$3.74M - $4.32M
|
9.05M
$200M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-250K- 58.29% |
$4.7M - $5.43M
|
179K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-312K- 35.6% |
$5.88M - $6.79M
|
565K
$12.5M
|