Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PID)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PID) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
1.37K+ 1.91% |
$23.9K - $25.4K
|
73.2K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 0.49% |
$23.7K - $25.1K
|
277K
$4.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
650+ 3.28% |
$11.3K - $12K
|
20.5K
$365K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
649+ 3.71% |
$11.3K - $12K
|
18.1K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
574+ 2.77% |
$10K - $10.6K
|
21.3K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
185+ 1.19% |
$3.22K - $3.42K
|
15.7K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
141+ 0.62% |
$2.46K - $2.6K
|
22.9K
$409K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
86+ 0.81% |
$1.5K - $1.59K
|
10.7K
$192K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
78+ 1.12% |
$1.36K - $1.44K
|
7.03K
$125K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
56+ 0.57% |
$976 - $1.03K
|
9.93K
$177K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
55+ 1.18% |
$959 - $1.02K
|
4.73K
$84.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43+ 0.14% |
$749 - $794
|
30.9K
$551K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
13+ 0.11% |
$227 - $240
|
11.5K
$205K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
12+ 0.11% |
$209 - $222
|
10.8K
$192K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.36% |
$174 - $185
|
2.8K
$49.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.87% |
$139 - $148
|
924
$16.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
4+ 0.03% |
$69.7 - $73.9
|
14.3K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-32- 0.05% |
$558 - $591
|
59.7K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 1.3% |
$1.74K - $1.85K
|
7.59K
$135K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-103- 8.76% |
$1.8K - $1.9K
|
1.07K
$19.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-113- 0.95% |
$1.97K - $2.09K
|
11.7K
$209K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-146- 0.26% |
$2.54K - $2.7K
|
56.6K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-154- 62.6% |
$2.68K - $2.84K
|
92
$1.64K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-165- 0.82% |
$2.88K - $3.05K
|
20K
$358K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-171- 0.14% |
$2.98K - $3.16K
|
126K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-296- 0.03% |
$5.16K - $5.47K
|
988K
$17.6M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-342- 0.59% |
$5.96K - $6.32K
|
57.8K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-380- 1.08% |
$6.62K - $7.02K
|
34.9K
$623K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-624- 1.14% |
$10.9K - $11.5K
|
54.1K
$965K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-632- 1.06% |
$11K - $11.7K
|
58.8K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-719- 2.54% |
$12.5K - $13.3K
|
27.6K
$493K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-885- 63.9% |
$15.4K - $16.3K
|
500
$8.93K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-989- 1.95% |
$17.2K - $18.3K
|
49.8K
$889K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.1K- 1.14% |
$19.2K - $20.3K
|
95.7K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.35K- 4.87% |
$23.4K - $24.8K
|
26.2K
$469K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.36K- 11.05% |
$23.7K - $25.2K
|
11K
$196K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.37K- 1.26% |
$23.8K - $25.3K
|
108K
$1.92M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.45K- 4.92% |
$25.3K - $26.8K
|
28.1K
$501K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.73K- 7.44% |
$30.1K - $31.9K
|
21.5K
$383K
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-2.15K- 1.72% |
$37.4K - $39.7K
|
123K
$2.19M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-2.46K- 0.8% |
$42.8K - $45.4K
|
305K
$5.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-2.64K- 3.27% |
$46K - $48.7K
|
78K
$1.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.7K- 10.95% |
$47.1K - $49.9K
|
22K
$392K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.55K- 1.22% |
$61.9K - $65.6K
|
288K
$5.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.72K- 5.18% |
$64.8K - $68.7K
|
68K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.16K- 5.18% |
$72.4K - $76.8K
|
76K
$1.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.69K- 0.53% |
$81.8K - $86.7K
|
875K
$15.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.23K- 7.19% |
$91.2K - $96.7K
|
67.6K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.32K- 5.82% |
$92.7K - $98.2K
|
86K
$1.54M
|