Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PIE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PIE) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
542K+ 423.63% |
$8.58M - $9.9M
|
669K
$13.1M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
467K+ 327.19% |
$7.4M - $8.55M
|
610K
$12M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
36.6KNew |
$580K - $669K
|
36.6K
$718K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.7K+ 105.49% |
$502K - $579K
|
61.7K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.6K+ 6.58% |
$437K - $504K
|
446K
$8.75M
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
22.4KNew |
$355K - $410K
|
22.4K
$439K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2KNew |
$304K - $351K
|
19.2K
$376K
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.1KNew |
$255K - $294K
|
16.1K
$315K
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
12.4K+ 5.79% |
$197K - $227K
|
227K
$4.45M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$184K - $212K
|
11.6K
$228K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.71K+ 1.84% |
$122K - $141K
|
427K
$8.36M
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.28K+ 15.13% |
$67.8K - $78.2K
|
32.5K
$638K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.82K+ 20.25% |
$60.4K - $69.7K
|
22.7K
$444K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
831New |
$13.2K - $15.2K
|
831
$16.3K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
751+ 151.11% |
$11.9K - $13.7K
|
1.25K
$24.5K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
496New |
$7.86K - $9.07K
|
496
$9.72K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
434+ 0.85% |
$6.87K - $7.93K
|
51.6K
$1.01M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
250+ 1.46% |
$3.96K - $4.57K
|
17.3K
$340K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
152+ 3.44% |
$2.41K - $2.78K
|
4.57K
$89.6K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59New |
$935 - $1.08K
|
59
$1.16K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
17+ 0.27% |
$269 - $311
|
6.41K
$126K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 0.26% |
$174 - $201
|
4.18K
$81.9K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5+ 0.78% |
$79.2 - $91.4
|
645
$12.6K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.35% |
$63.4 - $73.1
|
1.16K
$22.7K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.56% |
$15.8 - $18.3
|
178
$3.49K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.03% |
$15.8 - $18.3
|
3.52K
$68.9K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.06% |
$15.8 - $18.3
|
1.62K
$31.8K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.29% |
$15.8 - $18.3
|
346
$6.78K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.13% |
$15.8 - $18.3
|
762
$14.9K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-112- 0.42% |
$1.77K - $2.05K
|
26.4K
$517K
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-234- 1.18% |
$3.71K - $4.28K
|
19.6K
$383K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-577- 4.51% |
$9.14K - $10.5K
|
12.2K
$239K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-935- 10.95% |
$14.8K - $17.1K
|
7.61K
$149K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.45K- 12.05% |
$23K - $26.5K
|
10.6K
$207K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.62K- 13.85% |
$25.6K - $29.6K
|
10.1K
$197K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.72K- 80.0% |
$27.2K - $31.4K
|
430
$8.43K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.11K- 10.08% |
$33.4K - $38.6K
|
18.8K
$369K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.45K- 18.92% |
$38.8K - $44.8K
|
10.5K
$206K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.71K- 57.25% |
$42.9K - $49.5K
|
2.02K
$39.6K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.57K- 3.12% |
$56.6K - $65.3K
|
111K
$2.17M
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-3.67K- 2.23% |
$58.2K - $67.1K
|
161K
$3.16M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.24K- 25.74% |
$83K - $95.8K
|
15.1K
$296K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.2K- 14.97% |
$162K - $186K
|
57.9K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 83.52% |
$164K - $189K
|
2.04K
$40.1K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.6K- 7.06% |
$184K - $213K
|
153K
$3M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.1K- 34.06% |
$223K - $257K
|
27.2K
$533K
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-15.5K- 25.46% |
$245K - $283K
|
45.2K
$887K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.3K- 32.96% |
$258K - $297K
|
33.1K
$649K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.4K- 58.68% |
$308K - $355K
|
13.7K
$268K
|