Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PID)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PID) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.85K+ 17.16% |
$30.9K - $34.2K
|
12.6K
$225K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.47K+ 2.94% |
$24.5K - $27.1K
|
51.3K
$916K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.44KNew |
$24K - $26.6K
|
1.44K
$25.7K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.36K+ 1.79% |
$22.7K - $25.1K
|
77.4K
$1.38M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
920+ 4.01% |
$15.4K - $17K
|
23.9K
$426K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
780+ 1.35% |
$13K - $14.4K
|
58.5K
$1.05M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
700+ 101.89% |
$11.7K - $12.9K
|
1.39K
$24.8K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
690+ 5.13% |
$11.5K - $12.8K
|
14.1K
$252K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
602+ 1.95% |
$10.1K - $11.1K
|
31.5K
$562K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
500New |
$8.36K - $9.24K
|
500
$8.93K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
437+ 1.41% |
$7.3K - $8.08K
|
31.5K
$561K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
420+ 1.2% |
$7.02K - $7.76K
|
35.3K
$631K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
380+ 2.59% |
$6.35K - $7.02K
|
15K
$268K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
278+ 302.17% |
$4.65K - $5.14K
|
370
$6.6K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
261+ 0.21% |
$4.36K - $4.82K
|
126K
$2.26M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
226+ 1.25% |
$3.78K - $4.18K
|
18.4K
$328K
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
214+ 1.0% |
$3.58K - $3.95K
|
21.7K
$387K
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
207+ 1.0% |
$3.46K - $3.83K
|
20.8K
$372K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
78New |
$1.3K - $1.44K
|
78
$1.39K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
60+ 0.6% |
$1K - $1.11K
|
9.99K
$178K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
55New |
$919 - $1.02K
|
55
$982
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
55New |
$919 - $1.02K
|
55
$982
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
36New |
$602 - $665
|
36
$643
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20+ 0.98% |
$334 - $370
|
2.06K
$36.7K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
14+ 0.07% |
$234 - $259
|
20K
$358K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.39% |
$184 - $203
|
2.81K
$50.1K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.97% |
$150 - $166
|
933
$16.7K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.74% |
$83.6 - $92.4
|
683
$12.2K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-47- 0.22% |
$785 - $869
|
21.5K
$384K
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-140- 0.92% |
$2.34K - $2.59K
|
15K
$268K
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-159- 0.72% |
$2.66K - $2.94K
|
21.8K
$389K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-225- 0.78% |
$3.76K - $4.16K
|
28.7K
$513K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-347- 17.14% |
$5.8K - $6.41K
|
1.68K
$29.9K
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-434- 3.78% |
$7.25K - $8.02K
|
11.1K
$197K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-448- 2.85% |
$7.49K - $8.28K
|
15.3K
$272K
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-469- 0.64% |
$7.84K - $8.67K
|
72.6K
$1.3M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-492- 1.78% |
$8.22K - $9.09K
|
27.1K
$485K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-548- 1.01% |
$9.16K - $10.1K
|
53.5K
$956K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-675- 4.71% |
$11.3K - $12.5K
|
13.6K
$244K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-690- 0.72% |
$11.5K - $12.8K
|
95K
$1.7M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-769- 1.31% |
$12.8K - $14.2K
|
58K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-774- 6.6% |
$12.9K - $14.3K
|
11K
$195K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-800- 55.87% |
$13.4K - $14.8K
|
632
$11.3K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-824- 4.88% |
$13.8K - $15.2K
|
16.1K
$287K
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 4.08% |
$17.2K - $19.1K
|
24.2K
$433K
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.13K- 4.78% |
$18.9K - $20.9K
|
22.5K
$402K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.66K- 2.46% |
$27.8K - $30.8K
|
65.9K
$1.18M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.85K- 15.73% |
$30.8K - $34.1K
|
9.89K
$177K
|