Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.67KNew |
$416K - $475K
|
4.67K
$533K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.62K+ 9.7% |
$412K - $470K
|
52.3K
$5.97M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.52K+ 11.9% |
$402K - $459K
|
42.5K
$4.85M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.33KNew |
$386K - $441K
|
4.33K
$495K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.31KNew |
$384K - $439K
|
4.31K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.1KNew |
$365K - $417K
|
4.1K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.83KNew |
$341K - $389K
|
3.83K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.79K+ 50.92% |
$338K - $386K
|
11.2K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.78K+ 35.63% |
$336K - $384K
|
14.4K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.77KNew |
$336K - $383K
|
3.77K
$430K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.75K+ 31.52% |
$334K - $381K
|
15.6K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.6K+ 31.49% |
$321K - $366K
|
15K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.57K+ 8.88% |
$318K - $364K
|
43.8K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.45K+ 2.57% |
$308K - $351K
|
138K
$15.8M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.44K+ 43.74% |
$307K - $350K
|
11.3K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.29K+ 25.53% |
$293K - $334K
|
16.2K
$1.84M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.21K+ 36.69% |
$286K - $327K
|
12K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.21KNew |
$286K - $327K
|
3.21K
$367K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.97K+ 91.8% |
$264K - $302K
|
6.2K
$707K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.87K+ 59.14% |
$256K - $292K
|
7.73K
$882K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.82K+ 106.93% |
$251K - $287K
|
5.46K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.81KNew |
$251K - $286K
|
2.81K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.74K+ 76.87% |
$244K - $279K
|
6.3K
$719K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.71K+ 10.31% |
$242K - $276K
|
29K
$3.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.71KNew |
$241K - $275K
|
2.71K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.68KNew |
$239K - $273K
|
2.68K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.51K+ 8.06% |
$223K - $255K
|
33.6K
$3.83M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.38KNew |
$212K - $242K
|
2.38K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.35KNew |
$209K - $239K
|
2.35K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.32KNew |
$206K - $235K
|
2.32K
$264K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2.28KNew |
$203K - $231K
|
2.28K
$260K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.26KNew |
$201K - $230K
|
2.26K
$258K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.24K+ 2.14% |
$199K - $227K
|
106K
$12.1M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.2KNew |
$196K - $224K
|
2.2K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.18KNew |
$195K - $222K
|
2.18K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.15KNew |
$191K - $218K
|
2.15K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.07K+ 35.92% |
$185K - $211K
|
7.84K
$895K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.04KNew |
$182K - $207K
|
2.04K
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.04KNew |
$182K - $207K
|
2.04K
$233K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.04KNew |
$181K - $207K
|
2.04K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.03KNew |
$181K - $206K
|
2.03K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.88K+ 22.93% |
$167K - $191K
|
10.1K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.67K+ 7.0% |
$148K - $169K
|
25.5K
$2.91M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
1.62K+ 4.51% |
$144K - $164K
|
37.4K
$4.27M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.59K+ 5.23% |
$142K - $162K
|
32K
$3.66M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.34K+ 9.45% |
$119K - $136K
|
15.5K
$1.77M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.25K+ 12.86% |
$111K - $127K
|
10.9K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.24K+ 26.6% |
$111K - $126K
|
5.91K
$675K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.22K+ 25.97% |
$109K - $124K
|
5.93K
$677K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.09K+ 39.11% |
$97.3K - $111K
|
3.88K
$443K
|