Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PKB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PKB) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
172KNew |
$7.55M - $9.38M
|
172K
$14.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
160K+ 714.22% |
$7M - $8.7M
|
182K
$15.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
112KNew |
$4.89M - $6.07M
|
112K
$9.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
53K+ 36.75% |
$2.32M - $2.88M
|
197K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.7K+ 10.79% |
$2.31M - $2.87M
|
541K
$44.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
42.7KNew |
$1.87M - $2.32M
|
42.7K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.7K+ 320.01% |
$1.43M - $1.78M
|
42.9K
$3.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
28KNew |
$1.22M - $1.52M
|
28K
$2.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.8K+ 17.86% |
$1.13M - $1.4M
|
170K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.5K+ 14.39% |
$1.03M - $1.28M
|
187K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.3KNew |
$846K - $1.05M
|
19.3K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.3K+ 277.0% |
$756K - $940K
|
23.5K
$1.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.1K+ 26.97% |
$749K - $931K
|
80.6K
$6.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$489K - $608K
|
11.2K
$927K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.13K+ 87.16% |
$356K - $442K
|
17.5K
$1.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.33K+ 7.89% |
$321K - $398K
|
100K
$8.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.98KNew |
$305K - $380K
|
6.98K
$578K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.75K+ 1381.1% |
$208K - $258K
|
5.1K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.1K+ 476.74% |
$179K - $223K
|
4.96K
$411K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.09KNew |
$135K - $168K
|
3.09K
$256K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.09K+ 13.85% |
$91.3K - $113K
|
17.2K
$1.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
574+ 3.55% |
$25.1K - $31.2K
|
16.7K
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
556New |
$24.3K - $30.2K
|
556
$46.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
541+ 102.66% |
$23.7K - $29.4K
|
1.07K
$88.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$21.9K - $27.2K
|
500
$41.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
493+ 5.38% |
$21.6K - $26.8K
|
9.65K
$800K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
335+ 220.39% |
$14.7K - $18.2K
|
487
$40.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
183New |
$8.01K - $9.95K
|
183
$15.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
90New |
$3.94K - $4.89K
|
90
$7.46K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
77+ 1.08% |
$3.37K - $4.19K
|
7.24K
$600K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$1.31K - $1.63K
|
30
$2.49K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
11+ 0.15% |
$481 - $598
|
7.13K
$591K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.14% |
$306 - $381
|
5.16K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-178- 16.05% |
$7.79K - $9.68K
|
931
$77.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-258- 3.92% |
$11.3K - $14K
|
6.32K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-340- 5.69% |
$14.9K - $18.5K
|
5.63K
$467K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-460- 5.29% |
$20.1K - $25K
|
8.24K
$683K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-862- 2.08% |
$37.7K - $46.9K
|
40.6K
$3.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-925- 83.33% |
$40.5K - $50.3K
|
185
$15.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.54K- 6.02% |
$67.2K - $83.5K
|
23.9K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.63K- 15.61% |
$71.3K - $88.6K
|
8.81K
$730K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.76K- 18.73% |
$77.2K - $95.9K
|
7.66K
$634K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-2.86K- 7.98% |
$125K - $155K
|
33K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.04K- 9.89% |
$177K - $220K
|
36.8K
$3.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.91K- 42.77% |
$346K - $430K
|
10.6K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-17.7K- 90.68% |
$776K - $964K
|
1.82K
$151K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-52.2K- 49.43% |
$2.28M - $2.84M
|
53.4K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-52.4K- 38.53% |
$2.29M - $2.85M
|
83.5K
$6.92M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155K- 85.23% |
$6.8M - $8.46M
|
26.9K
$2.23M
|