Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1KNew |
$19.5K - $21.1K
|
1K
$22.9K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
912+ 5.89% |
$17.8K - $19.2K
|
16.4K
$376K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
889New |
$17.4K - $18.7K
|
889
$20.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
856New |
$16.7K - $18K
|
856
$19.6K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
847New |
$16.5K - $17.8K
|
847
$19.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
643+ 1.22% |
$12.6K - $13.5K
|
53.3K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
500+ 41.67% |
$9.76K - $10.5K
|
1.7K
$39K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
451+ 0.78% |
$8.8K - $9.5K
|
58.1K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
290New |
$5.66K - $6.11K
|
290
$6.65K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
264New |
$5.15K - $5.56K
|
264
$6.06K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
170+ 1.4% |
$3.32K - $3.58K
|
12.3K
$283K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
126+ 0.21% |
$2.46K - $2.65K
|
59.4K
$1.36M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
42+ 0.4% |
$820 - $885
|
10.6K
$242K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
42+ 0.22% |
$820 - $885
|
18.7K
$430K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
40+ 0.11% |
$781 - $842
|
35K
$803K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17+ 1.01% |
$332 - $358
|
1.7K
$39K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 1.0% |
$234 - $253
|
1.22K
$27.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
11+ 1.02% |
$215 - $232
|
1.09K
$24.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.13% |
$58.6 - $63.2
|
2.39K
$54.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$39 - $42.1
|
14.3K
$327K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$19.5 - $21.1
|
1
$22.9
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9- 3.85% |
$176 - $190
|
225
$5.16K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19- 0.04% |
$371 - $400
|
47.6K
$1.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-96- 0.49% |
$1.87K - $2.02K
|
19.5K
$448K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-109- 33.54% |
$2.13K - $2.3K
|
216
$4.96K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-117- 0.13% |
$2.28K - $2.46K
|
91.1K
$2.09M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-129- 1.01% |
$2.52K - $2.72K
|
12.6K
$289K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-162- 0.84% |
$3.16K - $3.41K
|
19.2K
$440K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-196Closed |
$3.83K - $4.13K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Goodwin Daniel L
|
SELL
|
- |
-300- 0.73% |
$5.86K - $6.32K
|
40.9K
$938K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-300- 42.86% |
$5.86K - $6.32K
|
400
$9.18K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-304Closed |
$5.93K - $6.4K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-330- 1.01% |
$6.44K - $6.95K
|
32.2K
$738K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-530- 3.53% |
$10.3K - $11.2K
|
14.5K
$332K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-716- 4.66% |
$14K - $15.1K
|
14.7K
$336K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-725- 0.56% |
$14.2K - $15.3K
|
130K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-848- 3.25% |
$16.6K - $17.9K
|
25.2K
$579K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1K- 3.55% |
$19.5K - $21.1K
|
27.2K
$623K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 6.44% |
$19.5K - $21.1K
|
14.5K
$334K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1KClosed |
$19.5K - $21.1K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.08KClosed |
$21.1K - $22.8K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.15K- 51.73% |
$22.5K - $24.3K
|
1.08K
$24.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.19K- 10.24% |
$23.1K - $25K
|
10.4K
$238K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.19KClosed |
$23.2K - $25K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.62K- 2.31% |
$31.6K - $34.1K
|
68.4K
$1.57M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.11K- 2.74% |
$41.3K - $44.5K
|
75.1K
$1.72M
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
SELL
|
- |
-2.42K- 5.48% |
$47.3K - $51K
|
41.8K
$960K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.54K- 2.72% |
$49.6K - $53.6K
|
91.1K
$2.09M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.81K- 8.86% |
$54.8K - $59.1K
|
28.9K
$662K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.44KClosed |
$67.2K - $72.5K
|
0
$0
|