Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.63K+ 81.7% |
$31.5K - $33.8K
|
3.63K
$79K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.12K+ 1.41% |
$21.6K - $23.1K
|
80.7K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.11K+ 1.13% |
$21.4K - $22.9K
|
98.8K
$2.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.1K+ 4.0% |
$21.2K - $22.7K
|
28.6K
$621K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01K+ 8.74% |
$19.4K - $20.8K
|
12.5K
$272K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$19.3K - $20.7K
|
1K
$21.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$19.3K - $20.7K
|
1K
$21.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
737+ 1.95% |
$14.2K - $15.2K
|
38.5K
$837K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
610+ 2.14% |
$11.8K - $12.6K
|
29.1K
$632K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
377+ 0.16% |
$7.28K - $7.79K
|
238K
$5.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
355+ 2.51% |
$6.85K - $7.33K
|
14.5K
$316K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
324+ 0.39% |
$6.25K - $6.69K
|
84.5K
$1.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
310+ 198.72% |
$5.98K - $6.4K
|
466
$10.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
301New |
$5.81K - $6.22K
|
301
$6.55K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
165+ 1.38% |
$3.18K - $3.41K
|
12.2K
$265K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
156+ 30.71% |
$3.01K - $3.22K
|
664
$14.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
112+ 0.21% |
$2.16K - $2.31K
|
53.7K
$1.17M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
102+ 0.75% |
$1.97K - $2.11K
|
13.7K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
86+ 0.25% |
$1.66K - $1.78K
|
34.6K
$752K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
82New |
$1.58K - $1.69K
|
82
$1.78K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
46+ 1.1% |
$888 - $950
|
4.25K
$92.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41+ 0.16% |
$791 - $847
|
25.1K
$545K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
33+ 0.03% |
$637 - $682
|
95.8K
$2.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 0.72% |
$502 - $537
|
3.63K
$78.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23+ 0.09% |
$444 - $475
|
25.8K
$560K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17+ 0.13% |
$328 - $351
|
13K
$282K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 1.11% |
$290 - $310
|
1.37K
$29.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 1.09% |
$193 - $207
|
925
$20.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 1.13% |
$96.5 - $103
|
447
$9.72K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 1.11% |
$77.2 - $82.6
|
365
$7.94K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 0.98% |
$77.2 - $82.6
|
414
$9K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 1.29% |
$57.9 - $62
|
235
$5.11K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.1% |
$57.9 - $62
|
275
$5.98K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1+ 0.02% |
$19.3 - $20.7
|
5.73K
$125K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.3% |
$19.3 - $20.7
|
332
$7.22K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.01% |
$96.5 - $103
|
44K
$956K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-30- 0.18% |
$579 - $620
|
16.3K
$354K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-37- 0.1% |
$714 - $764
|
37.8K
$823K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-38- 0.25% |
$733 - $785
|
15.3K
$333K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-45- 0.2% |
$869 - $930
|
22.7K
$494K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 0.45% |
$1.93K - $2.07K
|
22.1K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-109- 0.78% |
$2.1K - $2.25K
|
13.8K
$300K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-110- 13.53% |
$2.12K - $2.27K
|
703
$15.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-114- 0.33% |
$2.2K - $2.36K
|
34.4K
$748K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-150- 0.74% |
$2.9K - $3.1K
|
20.1K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-310- 1.91% |
$5.98K - $6.4K
|
15.9K
$347K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-514- 1.9% |
$9.92K - $10.6K
|
26.5K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-556- 0.72% |
$10.7K - $11.5K
|
76.4K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-583- 2.17% |
$11.3K - $12K
|
26.3K
$571K
|