Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PKW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PKW) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-319- 2.47% |
$26.9K - $31.7K
|
12.6K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-352- 2.08% |
$29.7K - $35K
|
16.5K
$2.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-379- 34.11% |
$32K - $37.7K
|
732
$91.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-393- 2.5% |
$33.2K - $39.1K
|
15.3K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-411- 1.47% |
$34.7K - $40.9K
|
27.5K
$3.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-419- 3.75% |
$35.4K - $41.7K
|
10.7K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-425- 2.64% |
$35.9K - $42.3K
|
15.7K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-435- 1.81% |
$36.7K - $43.3K
|
23.6K
$2.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-526- 17.41% |
$44.4K - $52.3K
|
2.5K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-548- 62.77% |
$46.3K - $54.5K
|
325
$40.6K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-548- 1.29% |
$46.3K - $54.5K
|
42K
$5.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-596- 6.57% |
$50.3K - $59.3K
|
8.48K
$1.06M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-642- 8.14% |
$54.2K - $63.9K
|
7.25K
$905K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-674- 22.21% |
$56.9K - $67.1K
|
2.36K
$295K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-750- 11.39% |
$63.3K - $74.6K
|
5.84K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-840- 6.19% |
$70.9K - $83.6K
|
12.7K
$1.59M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-910- 54.23% |
$76.8K - $90.5K
|
768
$95.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-976- 27.29% |
$82.4K - $97.1K
|
2.6K
$325K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.01K- 28.07% |
$85.5K - $101K
|
2.59K
$324K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.4K- 13.02% |
$118K - $139K
|
9.35K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.46K- 1.34% |
$123K - $145K
|
108K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 2.96% |
$135K - $159K
|
52.5K
$6.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.75K- 26.8% |
$148K - $174K
|
4.79K
$597K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.85K- 36.93% |
$156K - $184K
|
3.16K
$394K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.03K- 76.99% |
$171K - $202K
|
606
$75.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.11K- 4.07% |
$178K - $209K
|
49.6K
$6.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.22K- 4.42% |
$187K - $221K
|
48K
$5.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.76K- 35.61% |
$233K - $275K
|
4.99K
$623K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.92K- 6.19% |
$331K - $390K
|
59.5K
$7.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.33K- 98.41% |
$365K - $431K
|
70
$8.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.62K- 1.58% |
$475K - $559K
|
351K
$43.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.79K- 68.55% |
$489K - $576K
|
2.66K
$331K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.51K- 7.33% |
$549K - $647K
|
82.3K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.59K- 74.53% |
$557K - $656K
|
2.25K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.55K- 11.69% |
$638K - $751K
|
57.1K
$7.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.83K- 8.6% |
$745K - $878K
|
93.8K
$11.7M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9.19KClosed |
$776K - $914K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.8K- 89.06% |
$997K - $1.17M
|
1.45K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 76.79% |
$1.06M - $1.24M
|
3.78K
$472K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.9K- 70.82% |
$1.25M - $1.48M
|
6.12K
$764K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.6K- 98.84% |
$1.65M - $1.95M
|
230
$28.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.6K- 10.54% |
$1.91M - $2.25M
|
192K
$23.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.9K- 48.08% |
$3.37M - $3.97M
|
43.1K
$5.37M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.8K- 65.21% |
$3.87M - $4.56M
|
24.5K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-58.4K- 64.02% |
$4.93M - $5.81M
|
32.8K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-76.9K- 86.37% |
$6.49M - $7.65M
|
12.1K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-84.7K- 97.38% |
$7.15M - $8.42M
|
2.28K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-120K- 93.13% |
$10.2M - $12M
|
8.87K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-126K- 25.14% |
$10.7M - $12.6M
|
377K
$47M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-671K- 99.58% |
$56.7M - $66.8M
|
2.81K
$350K
|