Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
116+ 0.22% |
$2.25K - $2.54K
|
53.8K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
111+ 0.28% |
$2.15K - $2.43K
|
39.4K
$896K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
86+ 0.25% |
$1.67K - $1.89K
|
34.7K
$788K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
78+ 0.64% |
$1.51K - $1.71K
|
12.2K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 0.72% |
$504 - $570
|
3.65K
$83K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17+ 0.13% |
$330 - $373
|
13K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15+ 0.09% |
$291 - $329
|
16.5K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15+ 0.08% |
$291 - $329
|
17.8K
$404K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 1.1% |
$291 - $329
|
1.38K
$31.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
9+ 0.08% |
$175 - $197
|
12K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.82% |
$58.2 - $65.8
|
368
$8.36K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$58.2 - $65.8
|
49.2K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.09% |
$58.2 - $65.8
|
278
$6.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 1.28% |
$58.2 - $65.8
|
238
$5.41K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.3% |
$38.8 - $43.9
|
666
$15.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1New |
$19.4 - $21.9
|
1
$22.7
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.51% |
$19.4 - $21.9
|
197
$4.48K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.05% |
$19.4 - $21.9
|
2.02K
$45.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6- 0.06% |
$116 - $132
|
9.46K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-47- 0.34% |
$912 - $1.03K
|
13.7K
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52- 0.02% |
$1.01K - $1.14K
|
268K
$6.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-200- 0.69% |
$3.88K - $4.39K
|
28.9K
$656K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-229- 1.18% |
$4.44K - $5.02K
|
19.2K
$436K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-235- 0.95% |
$4.56K - $5.15K
|
24.5K
$557K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-283- 2.69% |
$5.49K - $6.21K
|
10.2K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-310- 66.52% |
$6.01K - $6.8K
|
156
$3.55K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-400- 5.28% |
$7.76K - $8.77K
|
7.18K
$163K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-427- 0.26% |
$8.28K - $9.36K
|
161K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-461- 1.0% |
$8.94K - $10.1K
|
45.8K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-562- 0.29% |
$10.9K - $12.3K
|
191K
$4.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-583- 0.6% |
$11.3K - $12.8K
|
97.2K
$2.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-607- 10.68% |
$11.8K - $13.3K
|
5.08K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-709- 0.03% |
$13.8K - $15.5K
|
2.76M
$62.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-727- 0.74% |
$14.1K - $15.9K
|
98.1K
$2.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-890- 1.08% |
$17.3K - $19.5K
|
81.2K
$1.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-894- 0.5% |
$17.3K - $19.6K
|
179K
$4.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-967- 3.51% |
$18.8K - $21.2K
|
26.6K
$604K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-996- 3.68% |
$19.3K - $21.8K
|
26.1K
$593K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.01K- 8.04% |
$19.5K - $22K
|
11.5K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.14K- 0.57% |
$22.1K - $25K
|
197K
$4.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.38K- 5.22% |
$26.7K - $30.2K
|
25K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.4K- 0.11% |
$27.1K - $30.6K
|
1.31M
$29.7M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-1.53K- 3.57% |
$29.7K - $33.6K
|
41.4K
$941K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.63K- 2.72% |
$31.7K - $35.8K
|
58.3K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 72.13% |
$37.1K - $41.9K
|
738
$16.8K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.96K- 1.01% |
$38K - $43K
|
193K
$4.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 55.04% |
$38.8K - $43.9K
|
1.63K
$37.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.08K- 8.44% |
$40.4K - $45.6K
|
22.6K
$513K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.08K- 4.77% |
$40.4K - $45.6K
|
41.6K
$945K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.39K- 2.58% |
$46.3K - $52.3K
|
90.1K
$2.05M
|