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 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
96+ 0.87% |
$1.8K - $2.07K
|
11.1K
$253K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
96+ 0.87% |
$1.8K - $2.07K
|
11.1K
$253K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
60+ 1.22% |
$1.13K - $1.29K
|
4.98K
$113K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
44+ 0.44% |
$825 - $948
|
10K
$228K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 0.15% |
$469 - $539
|
16.8K
$383K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 1.27% |
$300 - $345
|
1.27K
$28.9K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 0.22% |
$113 - $129
|
2.69K
$61.2K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 2.21% |
$93.8 - $108
|
231
$5.25K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 1.29% |
$56.3 - $64.6
|
235
$5.34K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3+ 0.25% |
$56.3 - $64.6
|
1.19K
$27K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.11% |
$544 - $625
|
25.4K
$578K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-54- 25.0% |
$1.01K - $1.16K
|
162
$3.68K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-91- 0.21% |
$1.71K - $1.96K
|
43.2K
$982K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-138- 0.3% |
$2.59K - $2.97K
|
45.9K
$1.04M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-149- 0.82% |
$2.8K - $3.21K
|
18.1K
$410K
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-227- 1.57% |
$4.26K - $4.89K
|
14.2K
$323K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-270- 0.55% |
$5.07K - $5.82K
|
49.2K
$1.12M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-315- 2.36% |
$5.91K - $6.79K
|
13K
$296K
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-333- 2.18% |
$6.25K - $7.17K
|
15K
$340K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-356- 87.9% |
$6.68K - $7.67K
|
49
$1.11K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-537- 3.26% |
$10.1K - $11.6K
|
15.9K
$362K
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-724- 5.08% |
$13.6K - $15.6K
|
13.5K
$307K
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-748- 0.12% |
$14K - $16.1K
|
608K
$13.8M
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-865- 6.33% |
$16.2K - $18.6K
|
12.8K
$291K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-890- 5.02% |
$16.7K - $19.2K
|
16.8K
$382K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-950- 5.04% |
$17.8K - $20.5K
|
17.9K
$407K
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 3.73% |
$18.8K - $21.5K
|
25.8K
$586K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-1.12K- 3.6% |
$20.9K - $24K
|
29.8K
$678K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.18K- 0.14% |
$22.2K - $25.5K
|
859K
$19.5M
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.26K- 9.86% |
$23.6K - $27.1K
|
11.5K
$261K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.43K- 1.47% |
$26.9K - $30.8K
|
95.9K
$2.18M
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-1.51K- 7.99% |
$28.4K - $32.6K
|
17.4K
$396K
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.58K- 1.24% |
$29.7K - $34.1K
|
126K
$2.87M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.29K- 5.84% |
$43K - $49.3K
|
36.9K
$839K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.71K- 5.59% |
$50.9K - $58.4K
|
45.8K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.99K- 13.6% |
$56.2K - $64.5K
|
19K
$432K
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-3.2K- 20.14% |
$60K - $68.8K
|
12.7K
$288K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.26K- 10.84% |
$61.1K - $70.2K
|
26.8K
$609K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-3.76K- 5.95% |
$70.6K - $81.1K
|
59.5K
$1.35M
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.33K- 3.39% |
$119K - $136K
|
180K
$4.09M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.51K- 10.13% |
$141K - $162K
|
66.6K
$1.51M
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-8.21K- 4.54% |
$154K - $177K
|
173K
$3.92M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.51K- 2.54% |
$160K - $183K
|
326K
$7.41M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.03K- 14.81% |
$169K - $195K
|
52K
$1.18M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.46K- 32.24% |
$177K - $204K
|
19.9K
$452K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.61K- 83.29% |
$180K - $207K
|
1.93K
$43.8K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10K- 14.11% |
$189K - $216K
|
61.1K
$1.39M
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-19.6K- 14.65% |
$368K - $422K
|
114K
$2.6M
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-22.4K- 6.79% |
$419K - $482K
|
307K
$6.98M
|