Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
229KNew |
$4.83M - $5.29M
|
229K
$4.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
54.6KNew |
$1.15M - $1.26M
|
54.6K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
31.5KNew |
$665K - $727K
|
31.5K
$683K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
25.2K+ 41.65% |
$531K - $581K
|
85.6K
$1.86M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.4KNew |
$515K - $563K
|
24.4K
$529K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
17.4K+ 1009.59% |
$366K - $401K
|
19.1K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.3K+ 105.98% |
$280K - $307K
|
25.8K
$560K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
12.4KNew |
$262K - $287K
|
12.4K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.82K+ 14.22% |
$207K - $227K
|
78.9K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.07K+ 3.89% |
$191K - $209K
|
242K
$5.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
7.63K+ 29.44% |
$161K - $176K
|
33.5K
$727K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.19KNew |
$152K - $166K
|
7.19K
$156K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.2K+ 3.14% |
$110K - $120K
|
171K
$3.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.7K+ 4.56% |
$78.1K - $85.4K
|
84.9K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.85KNew |
$39.1K - $42.7K
|
1.85K
$40.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.51K+ 5.8% |
$31.9K - $34.9K
|
27.6K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.5K+ 14.66% |
$31.7K - $34.6K
|
11.7K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.5KNew |
$31.7K - $34.6K
|
1.5K
$32.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 7.0% |
$25.3K - $27.7K
|
18.3K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.02K+ 1.74% |
$21.5K - $23.5K
|
59.8K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
745+ 2.01% |
$15.7K - $17.2K
|
37.8K
$818K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
707+ 0.72% |
$14.9K - $16.3K
|
99.4K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
634+ 2.72% |
$13.4K - $14.6K
|
24K
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
474+ 1.32% |
$10K - $10.9K
|
36.5K
$791K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
249+ 1.51% |
$5.25K - $5.75K
|
16.7K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
128+ 1.05% |
$2.7K - $2.95K
|
12.4K
$268K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
121+ 0.22% |
$2.55K - $2.79K
|
53.9K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
106+ 0.27% |
$2.24K - $2.45K
|
39.5K
$857K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
101+ 1.15% |
$2.13K - $2.33K
|
8.88K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
56+ 0.59% |
$1.18K - $1.29K
|
9.52K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
53New |
$1.12K - $1.22K
|
53
$1.15K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 1.16% |
$338 - $369
|
1.4K
$30.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15+ 0.08% |
$317 - $346
|
17.8K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.08% |
$63.3 - $69.2
|
281
$6.09K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.3% |
$42.2 - $46.2
|
668
$14.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-14- 0.06% |
$295 - $323
|
25.2K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-67- 0.08% |
$1.41K - $1.55K
|
84.4K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-154- 0.68% |
$3.25K - $3.55K
|
22.4K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-253- 0.73% |
$5.34K - $5.84K
|
34.4K
$746K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-297- 1.03% |
$6.27K - $6.85K
|
28.6K
$619K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-475- 1.15% |
$10K - $11K
|
40.9K
$887K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-628- 1.51% |
$13.3K - $14.5K
|
41K
$887K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-697- 0.64% |
$14.7K - $16.1K
|
108K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.19K- 10.51% |
$25.1K - $27.4K
|
10.1K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.29K- 6.71% |
$27.2K - $29.7K
|
17.9K
$388K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.41K- 5.75% |
$29.8K - $32.6K
|
23.1K
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.82K- 13.22% |
$38.3K - $41.9K
|
11.9K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.35K- 1.23% |
$49.7K - $54.3K
|
188K
$4.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.83K- 1.76% |
$59.8K - $65.4K
|
158K
$3.43M
|