Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.97K+ 1.85% |
$35.4K - $41.8K
|
108K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.95K+ 30.4% |
$35.1K - $41.5K
|
8.36K
$182K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.46K+ 9.44% |
$26.3K - $31.1K
|
16.9K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.38K+ 0.06% |
$24.9K - $29.4K
|
2.48M
$53.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.26K+ 2.9% |
$22.6K - $26.7K
|
44.5K
$968K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.21K+ 141.66% |
$21.9K - $25.8K
|
2.07K
$45K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.05K+ 4.7% |
$18.8K - $22.3K
|
23.3K
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
985+ 128.76% |
$17.7K - $21K
|
1.75K
$38K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
810+ 325.3% |
$14.6K - $17.2K
|
1.06K
$23K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
798New |
$14.4K - $17K
|
798
$17.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
768+ 1.47% |
$13.8K - $16.3K
|
53.1K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
671+ 0.75% |
$12.1K - $14.3K
|
90.3K
$1.96M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
641New |
$11.5K - $13.6K
|
641
$13.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
625+ 24.98% |
$11.3K - $13.3K
|
3.13K
$68K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
570+ 1.91% |
$10.3K - $12.1K
|
30.4K
$661K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
551+ 0.84% |
$9.92K - $11.7K
|
66.1K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
467+ 0.37% |
$8.41K - $9.94K
|
127K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
442New |
$7.96K - $9.41K
|
442
$9.61K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
370+ 6.91% |
$6.66K - $7.87K
|
5.73K
$124K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
324+ 2.82% |
$5.83K - $6.89K
|
11.8K
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
273+ 1.67% |
$4.91K - $5.81K
|
16.6K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
273+ 2.65% |
$4.91K - $5.81K
|
10.6K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
250New |
$4.5K - $5.32K
|
250
$5.44K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
225+ 0.8% |
$4.05K - $4.79K
|
28.2K
$613K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
220+ 1.67% |
$3.96K - $4.68K
|
13.4K
$291K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
214+ 1.73% |
$3.85K - $4.55K
|
12.6K
$273K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
167+ 0.31% |
$3.01K - $3.55K
|
53.4K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
156New |
$2.81K - $3.32K
|
156
$3.39K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
150+ 1.06% |
$2.7K - $3.19K
|
14.3K
$311K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 0.61% |
$1.8K - $2.13K
|
16.4K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
84+ 1.64% |
$1.51K - $1.79K
|
5.19K
$113K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83+ 0.27% |
$1.49K - $1.77K
|
31.2K
$678K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29+ 0.65% |
$522 - $617
|
4.47K
$97.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
28+ 11.86% |
$504 - $596
|
264
$5.74K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 1.67% |
$396 - $468
|
1.34K
$29.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21+ 1.68% |
$378 - $447
|
1.27K
$27.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 1.12% |
$180 - $213
|
904
$19.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8New |
$144 - $170
|
8
$174
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 1.17% |
$126 - $149
|
607
$13.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 1.28% |
$54 - $63.8
|
237
$5.15K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3+ 0.19% |
$54 - $63.8
|
1.59K
$34.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.52% |
$18 - $21.3
|
195
$4.24K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-50- 0.8% |
$900 - $1.06K
|
6.19K
$134K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-60- 0.36% |
$1.08K - $1.28K
|
16.4K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-85- 0.68% |
$1.53K - $1.81K
|
12.4K
$269K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-161- 1.03% |
$2.9K - $3.43K
|
15.5K
$337K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-261- 0.67% |
$4.7K - $5.55K
|
38.7K
$841K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-271- 46.56% |
$4.88K - $5.77K
|
311
$6.76K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-344- 0.5% |
$6.19K - $7.32K
|
69K
$1.5M
|