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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.43K- 71.0% |
$29.8K - $31.6K
|
584
$11.9K
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-1.57K- 0.69% |
$32.8K - $34.8K
|
228K
$4.62M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.78K- 12.53% |
$37K - $39.2K
|
12.4K
$252K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.06K- 0.51% |
$42.9K - $45.5K
|
405K
$8.23M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.19K- 8.95% |
$45.5K - $48.2K
|
22.2K
$451K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.2K- 9.52% |
$45.8K - $48.6K
|
20.9K
$425K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.2K- 1.11% |
$45.9K - $48.7K
|
197K
$4M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.27K- 15.93% |
$47.2K - $50K
|
12K
$243K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.44K- 1.42% |
$50.7K - $53.8K
|
169K
$3.42M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.54K- 6.34% |
$53K - $56.2K
|
37.6K
$764K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.56K- 7.01% |
$53.3K - $56.5K
|
33.9K
$690K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.73K- 3.21% |
$56.8K - $60.2K
|
82.1K
$1.67M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.76K- 1.74% |
$57.4K - $60.8K
|
155K
$3.16M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.83K- 12.37% |
$58.9K - $62.5K
|
20K
$407K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.84K- 3.32% |
$59.2K - $62.8K
|
82.8K
$1.68M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.56K- 1.55% |
$74.1K - $78.6K
|
227K
$4.6M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-3.84K- 9.71% |
$80K - $84.8K
|
35.7K
$726K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.06K- 20.53% |
$84.5K - $89.6K
|
15.7K
$319K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.29K- 7.5% |
$89.3K - $94.7K
|
52.9K
$1.07M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.4K- 23.98% |
$91.6K - $97.2K
|
13.9K
$283K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.89K- 6.81% |
$102K - $108K
|
66.8K
$1.36M
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-5.74K- 3.26% |
$120K - $127K
|
170K
$3.46M
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.81K- 13.24% |
$121K - $128K
|
38.1K
$774K
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-5.84K- 7.77% |
$122K - $129K
|
69.3K
$1.41M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.89K- 28.75% |
$144K - $152K
|
17.1K
$347K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.01K- 34.79% |
$146K - $155K
|
13.1K
$267K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.73K- 4.21% |
$161K - $171K
|
176K
$3.57M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.91K- 41.63% |
$165K - $175K
|
11.1K
$225K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.5K- 42.11% |
$240K - $255K
|
15.9K
$322K
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-13.8K- 71.26% |
$287K - $305K
|
5.57K
$113K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17.5K- 98.37% |
$364K - $386K
|
290
$5.89K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.4K- 13.53% |
$404K - $429K
|
124K
$2.52M
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-27.8K- 74.52% |
$579K - $614K
|
9.51K
$193K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.3K- 17.8% |
$860K - $912K
|
191K
$3.88M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.8K- 39.92% |
$934K - $990K
|
67.5K
$1.37M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-46.3K- 13.02% |
$965K - $1.02M
|
310K
$6.29M
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-51.3K- 58.51% |
$1.07M - $1.13M
|
36.4K
$739K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-90.1K- 65.29% |
$1.88M - $1.99M
|
47.9K
$974K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-97K- 48.1% |
$2.02M - $2.14M
|
105K
$2.13M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-102K- 82.51% |
$2.12M - $2.25M
|
21.6K
$439K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-208K- 7.55% |
$4.33M - $4.59M
|
2.55M
$51.7M
|