Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PID)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PID) 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 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
649+ 1.84% |
$10.3K - $12K
|
36K
$642K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
312New |
$4.95K - $5.78K
|
312
$5.57K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
310New |
$4.92K - $5.74K
|
310
$5.53K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
303New |
$4.81K - $5.61K
|
303
$5.41K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
300+ 1.04% |
$4.76K - $5.56K
|
29K
$518K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
275New |
$4.36K - $5.1K
|
275
$4.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
229+ 1.62% |
$3.63K - $4.24K
|
14.4K
$256K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
229+ 1.85% |
$3.63K - $4.24K
|
12.6K
$225K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
207+ 0.92% |
$3.28K - $3.84K
|
22.7K
$406K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
190New |
$3.01K - $3.52K
|
190
$3.39K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
171+ 0.79% |
$2.71K - $3.17K
|
21.9K
$390K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
151New |
$2.39K - $2.8K
|
151
$2.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
126New |
$2K - $2.33K
|
126
$2.25K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
65New |
$1.03K - $1.2K
|
65
$1.16K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
58+ 0.53% |
$920 - $1.07K
|
10.9K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
49+ 0.44% |
$777 - $908
|
11.1K
$198K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
33+ 0.18% |
$523 - $611
|
18.4K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
32+ 0.32% |
$508 - $593
|
10K
$179K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11+ 0.54% |
$174 - $204
|
2.07K
$36.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.21% |
$95.2 - $111
|
2.81K
$50.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.54% |
$79.3 - $92.7
|
938
$16.7K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.15% |
$15.9 - $18.5
|
684
$12.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1Closed |
$15.9 - $18.5
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-46- 0.23% |
$730 - $852
|
20K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-54- 69.23% |
$856 - $1K
|
24
$428
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-72- 0.1% |
$1.14K - $1.33K
|
71.4K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-121- 0.63% |
$1.92K - $2.24K
|
19.1K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-137- 0.05% |
$2.17K - $2.54K
|
290K
$5.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-335- 4.95% |
$5.31K - $6.21K
|
6.44K
$115K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-580- 40.33% |
$9.2K - $10.7K
|
858
$15.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-692- 1.19% |
$11K - $12.8K
|
57.4K
$1.02M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-894- 0.11% |
$14.2K - $16.6K
|
795K
$14.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.31K- 10.41% |
$20.8K - $24.3K
|
11.3K
$202K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.73K- 1.33% |
$27.5K - $32.1K
|
129K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.78K- 8.25% |
$28.3K - $33.1K
|
19.8K
$354K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.88K- 11.7% |
$29.8K - $34.9K
|
14.2K
$253K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 3.01% |
$31.1K - $36.3K
|
63K
$1.13M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.08K- 2.05% |
$33K - $38.6K
|
99.7K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.27K- 3.37% |
$36K - $42.1K
|
65.1K
$1.16M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.44K- 11.6% |
$38.7K - $45.2K
|
18.6K
$332K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.67K- 13.24% |
$42.3K - $49.5K
|
17.5K
$312K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-2.72K- 19.89% |
$43.1K - $50.3K
|
10.9K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.97K- 1.3% |
$47.1K - $55K
|
226K
$4.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.14K- 1.46% |
$49.8K - $58.2K
|
211K
$3.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.31K- 5.99% |
$52.5K - $61.3K
|
52K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.52K- 2.78% |
$55.8K - $65.2K
|
123K
$2.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.66K- 20.72% |
$58K - $67.7K
|
14K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.43K- 66.32% |
$70.3K - $82.1K
|
2.25K
$40.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.78K- 98.39% |
$75.8K - $88.5K
|
78
$1.39K
|