Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q1 2025. 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 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
348+ 175.76% |
$7.25K - $7.68K
|
546
$11.1K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
290+ 0.59% |
$6.04K - $6.4K
|
49.4K
$1M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
279+ 0.98% |
$5.81K - $6.16K
|
28.9K
$586K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
257+ 103.21% |
$5.35K - $5.67K
|
506
$10.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
143+ 0.97% |
$2.98K - $3.16K
|
14.9K
$304K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
125New |
$2.6K - $2.76K
|
125
$2.54K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
103+ 0.83% |
$2.14K - $2.27K
|
12.5K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
99+ 1.04% |
$2.06K - $2.19K
|
9.65K
$196K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
97+ 0.25% |
$2.02K - $2.14K
|
39.6K
$805K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
92+ 1.04% |
$1.92K - $2.03K
|
8.98K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
91+ 0.24% |
$1.89K - $2.01K
|
37.4K
$760K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
80+ 0.23% |
$1.67K - $1.77K
|
34.5K
$701K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
66+ 0.37% |
$1.37K - $1.46K
|
18K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
65+ 0.64% |
$1.35K - $1.44K
|
10.2K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31+ 0.14% |
$645 - $684
|
22.5K
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
19+ 1.03% |
$396 - $420
|
1.87K
$38K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16+ 0.12% |
$333 - $353
|
13K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.01% |
$312 - $331
|
188K
$3.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15+ 0.08% |
$312 - $331
|
17.8K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 1.0% |
$291 - $309
|
1.41K
$28.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12+ 0.02% |
$250 - $265
|
59.8K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
8+ 0.07% |
$167 - $177
|
11.2K
$228K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 1.07% |
$83.3 - $88.3
|
377
$7.66K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.01% |
$41.6 - $44.2
|
19.1K
$388K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.15% |
$20.8 - $22.1
|
669
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.06% |
$20.8 - $22.1
|
1.68K
$34.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$20.8 - $22.1
|
20.2K
$410K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1+ 0.91% |
$20.8 - $22.1
|
111
$2.26K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-126- 35.0% |
$2.62K - $2.78K
|
234
$4.75K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-191- 1.41% |
$3.98K - $4.22K
|
13.4K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-235- 0.99% |
$4.89K - $5.19K
|
23.6K
$479K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-279- 27.9% |
$5.81K - $6.16K
|
721
$14.7K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-335- 2.55% |
$6.97K - $7.4K
|
12.8K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-437- 1.58% |
$9.1K - $9.65K
|
27.2K
$552K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-491- 1.9% |
$10.2K - $10.8K
|
25.3K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-530- 9.26% |
$11K - $11.7K
|
5.2K
$106K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-660- 1.97% |
$13.7K - $14.6K
|
32.9K
$668K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-746- 0.78% |
$15.5K - $16.5K
|
95.2K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-825- 0.22% |
$17.2K - $18.2K
|
380K
$7.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-900- 7.67% |
$18.7K - $19.9K
|
10.8K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1K- 6.52% |
$20.9K - $22.1K
|
14.4K
$292K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.03K- 2.26% |
$21.4K - $22.7K
|
44.5K
$903K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.04K- 2.12% |
$21.7K - $23K
|
48.1K
$977K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-1.06K- 2.58% |
$22K - $23.3K
|
39.9K
$811K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.06K- 0.97% |
$22.1K - $23.4K
|
108K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.25K- 7.77% |
$26.1K - $27.6K
|
14.9K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.3K- 5.3% |
$27.1K - $28.8K
|
23.3K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.36K- 3.6% |
$28.3K - $30K
|
36.4K
$740K
|