Purchases and Sales Made in Q4 2023 in Invesco 1 30 Laddered Treasury (PLW)
This table provides information about the institutional ownership of Invesco 1 30 Laddered Treasury (PLW) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO 1-30 LADDERED TREASURY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
582KNew |
$15M - $16.9M
|
582K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
346KNew |
$8.91M - $10.1M
|
346K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
315K+ 116.93% |
$8.12M - $9.17M
|
584K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
258K+ 170.95% |
$6.64M - $7.5M
|
408K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
247K+ 435.01% |
$6.38M - $7.2M
|
304K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
246KNew |
$6.33M - $7.15M
|
246K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
193KNew |
$4.97M - $5.61M
|
193K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
162K+ 32.66% |
$4.19M - $4.73M
|
660K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
162KNew |
$4.18M - $4.72M
|
162K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
158KNew |
$4.07M - $4.6M
|
158K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
156KNew |
$4.02M - $4.54M
|
156K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
95.4KNew |
$2.46M - $2.78M
|
95.4K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
84.2KNew |
$2.17M - $2.45M
|
84.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.5K+ 793.91% |
$1.87M - $2.11M
|
81.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
50.6KNew |
$1.31M - $1.47M
|
50.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45K+ 2.9% |
$1.16M - $1.31M
|
1.6M
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.9K+ 65.44% |
$873K - $986K
|
85.6K
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
32.6K+ 0.77% |
$841K - $949K
|
4.26M
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
28.6KNew |
$738K - $834K
|
28.6K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
19.8K+ 2.92% |
$512K - $578K
|
701K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 48.39% |
$439K - $496K
|
52.3K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.6KNew |
$428K - $483K
|
16.6K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.4K+ 35.05% |
$295K - $333K
|
44.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
8.81KNew |
$227K - $257K
|
8.81K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.08KNew |
$105K - $119K
|
4.08K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.9K+ 23.89% |
$100K - $113K
|
20.2K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.72K+ 41.9% |
$95.8K - $108K
|
12.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.72K+ 226.25% |
$44.2K - $49.9K
|
2.47K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.14K+ 2.07% |
$29.5K - $33.3K
|
56.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
882+ 2.25% |
$22.7K - $25.7K
|
40.1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
832New |
$21.4K - $24.2K
|
832
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
832New |
$21.4K - $24.2K
|
832
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
609+ 16.52% |
$15.7K - $17.7K
|
4.3K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
380New |
$9.8K - $11.1K
|
380
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
367+ 3.72% |
$9.46K - $10.7K
|
10.2K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
202New |
$5.21K - $5.88K
|
202
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
109New |
$2.81K - $3.17K
|
109
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
91New |
$2.35K - $2.65K
|
91
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-650- 9.21% |
$16.8K - $18.9K
|
6.41K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-856- 75.42% |
$22.1K - $24.9K
|
279
$0
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-856- 75.42% |
$22.1K - $24.9K
|
279
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.41K- 54.14% |
$36.2K - $40.9K
|
1.19K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.85K- 11.44% |
$47.6K - $53.8K
|
14.3K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.33K- 18.12% |
$59.9K - $67.7K
|
10.5K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.27K- 18.83% |
$84.2K - $95.1K
|
14.1K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.77K- 58.14% |
$97.1K - $110K
|
2.71K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.6K- 19.62% |
$274K - $309K
|
43.5K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.3K- 12.64% |
$318K - $359K
|
85.2K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.6K- 48.88% |
$1.07M - $1.21M
|
43.5K
$0
|