Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q4 2022. 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 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 6.24% |
$211K - $242K
|
191K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$198K - $227K
|
10.6K
$242K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
10.5KNew |
$198K - $227K
|
10.5K
$242K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
9.92KNew |
$186K - $214K
|
9.92K
$228K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.77K+ 9.49% |
$183K - $210K
|
113K
$2.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.47K+ 7.48% |
$178K - $204K
|
136K
$3.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.43K+ 14.61% |
$177K - $203K
|
73.9K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.96K+ 0.6% |
$168K - $193K
|
1.49M
$34.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
8.45KNew |
$159K - $182K
|
8.45K
$194K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.03KNew |
$132K - $151K
|
7.03K
$161K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.02K+ 24.85% |
$132K - $151K
|
35.3K
$810K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.46K+ 39.69% |
$121K - $139K
|
22.7K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.94K+ 19.42% |
$92.6K - $106K
|
30.4K
$696K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.62K+ 18.4% |
$86.7K - $99.6K
|
29.8K
$683K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4KNew |
$75K - $86.2K
|
4K
$91.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
3.91K+ 141.34% |
$73.3K - $84.2K
|
6.67K
$153K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.4K+ 1.96% |
$63.7K - $73.2K
|
176K
$4.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.21K+ 11.53% |
$60.2K - $69.1K
|
31K
$712K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.18K+ 12.41% |
$59.6K - $68.5K
|
28.8K
$661K
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
2.78K+ 4.46% |
$52.1K - $59.8K
|
65.1K
$1.49M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.86K+ 2.67% |
$34.8K - $40K
|
71.5K
$1.64M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.84K+ 17.61% |
$34.5K - $39.6K
|
12.3K
$281K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.78K+ 3.42% |
$33.4K - $38.4K
|
54K
$1.24M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.71K+ 18.09% |
$32.1K - $36.9K
|
11.2K
$256K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.55K+ 4.61% |
$29K - $33.3K
|
35.1K
$804K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.45K+ 2900.0% |
$27.2K - $31.2K
|
1.5K
$34.4K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.25KNew |
$23.5K - $26.9K
|
1.25K
$28.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$22.6K - $26K
|
1.21K
$27.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.15K+ 0.6% |
$21.5K - $24.7K
|
192K
$4.41M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.12K+ 33.5% |
$21K - $24.1K
|
4.45K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.05KNew |
$19.7K - $22.7K
|
1.05K
$24.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1KNew |
$18.8K - $21.5K
|
1K
$22.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
939+ 4.74% |
$17.6K - $20.2K
|
20.7K
$476K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
653+ 1.66% |
$12.3K - $14.1K
|
40K
$917K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
588+ 2.84% |
$11K - $12.7K
|
21.3K
$489K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
503New |
$9.44K - $10.8K
|
503
$11.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
472+ 0.91% |
$8.85K - $10.2K
|
52.2K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
463+ 49.41% |
$8.69K - $9.97K
|
1.4K
$32.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
405+ 0.83% |
$7.6K - $8.72K
|
49.2K
$1.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
345+ 2.95% |
$6.47K - $7.43K
|
12K
$276K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
336New |
$6.3K - $7.24K
|
336
$7.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
304+ 0.46% |
$5.7K - $6.55K
|
65.7K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
290New |
$5.44K - $6.25K
|
290
$6.65K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
153+ 1.21% |
$2.87K - $3.3K
|
12.8K
$293K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
152+ 1.21% |
$2.85K - $3.27K
|
12.7K
$292K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
147+ 44.41% |
$2.76K - $3.17K
|
478
$11K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
135+ 2.58% |
$2.53K - $2.91K
|
5.37K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
132New |
$2.48K - $2.84K
|
132
$3.03K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
115+ 0.48% |
$2.16K - $2.48K
|
24.2K
$554K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
101+ 0.29% |
$1.89K - $2.18K
|
34.6K
$793K
|