Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.01K+ 37.44% |
$19.6K - $21K
|
3.72K
$85.2K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1KNew |
$19.4K - $20.8K
|
1K
$22.9K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
990+ 23.71% |
$19.2K - $20.6K
|
5.17K
$118K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
800New |
$15.5K - $16.6K
|
800
$18.4K
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
700New |
$13.6K - $14.5K
|
700
$16.1K
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
370+ 1.95% |
$7.17K - $7.69K
|
19.3K
$444K
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
352+ 2.98% |
$6.82K - $7.31K
|
12.2K
$279K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
304New |
$5.89K - $6.32K
|
304
$6.97K
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
105+ 0.38% |
$2.03K - $2.18K
|
27.8K
$639K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
60+ 0.11% |
$1.16K - $1.25K
|
52.7K
$1.21M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 0.96% |
$775 - $831
|
4.22K
$96.8K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.37% |
$756 - $810
|
10.5K
$241K
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
35+ 0.1% |
$678 - $727
|
35K
$802K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 0.96% |
$310 - $332
|
1.68K
$38.6K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 1.01% |
$233 - $249
|
1.2K
$27.6K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8+ 1.13% |
$155 - $166
|
715
$16.4K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.02% |
$77.5 - $83.1
|
19.6K
$450K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 1.3% |
$58.1 - $62.3
|
234
$5.37K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.13% |
$58.1 - $62.3
|
2.39K
$54.8K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$19.4 - $20.8
|
15.3K
$351K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-22Closed |
$426 - $457
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26- 1.83% |
$504 - $540
|
1.4K
$32K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-49Closed |
$950 - $1.02K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-99- 9.52% |
$1.92K - $2.06K
|
941
$21.6K
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 4.29% |
$1.94K - $2.08K
|
2.23K
$51.2K
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-100- 0.66% |
$1.94K - $2.08K
|
15K
$345K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100Closed |
$1.94K - $2.08K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-171- 4.3% |
$3.31K - $3.55K
|
3.81K
$87.3K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-228- 3.8% |
$4.42K - $4.74K
|
5.77K
$132K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-260- 0.13% |
$5.04K - $5.4K
|
193K
$4.44M
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-287- 36.1% |
$5.56K - $5.96K
|
508
$11.7K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-300- 60.48% |
$5.81K - $6.23K
|
196
$4.5K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-307- 2.35% |
$5.95K - $6.38K
|
12.7K
$292K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-390- 0.59% |
$7.56K - $8.1K
|
66.1K
$1.52M
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-465- 28.37% |
$9.01K - $9.66K
|
1.17K
$26.9K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-589- 0.62% |
$11.4K - $12.2K
|
93.7K
$2.15M
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-647- 4.34% |
$12.5K - $13.4K
|
14.2K
$327K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-650Closed |
$12.6K - $13.5K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-661- 3.42% |
$12.8K - $13.7K
|
18.7K
$429K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-702Closed |
$13.6K - $14.6K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-793- 3.59% |
$15.4K - $16.5K
|
21.3K
$489K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-888- 17.06% |
$17.2K - $18.5K
|
4.32K
$99K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-916- 2.01% |
$17.8K - $19K
|
44.8K
$1.03M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.24K- 1.02% |
$24.1K - $25.8K
|
121K
$2.77M
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.28K- 5.38% |
$24.8K - $26.6K
|
22.5K
$516K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.9KClosed |
$36.9K - $39.5K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.19K- 15.06% |
$42.4K - $45.4K
|
12.3K
$283K
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.49K- 8.11% |
$48.2K - $51.7K
|
28.2K
$646K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.69K- 18.75% |
$71.6K - $76.7K
|
16K
$367K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.14K- 3.07% |
$80.2K - $86K
|
131K
$3M
|