Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
87+ 3.28% |
$9.88K - $10.7K
|
2.74K
$370K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
87+ 87.0% |
$9.88K - $10.7K
|
187
$25.2K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
84+ 2.52% |
$9.54K - $10.4K
|
3.42K
$461K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 15.11% |
$9.2K - $9.99K
|
617
$83.2K
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
75+ 2.52% |
$8.52K - $9.25K
|
3.05K
$412K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
62+ 1.27% |
$7.04K - $7.64K
|
4.94K
$667K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
62+ 0.74% |
$7.04K - $7.64K
|
8.45K
$1.14M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
58+ 0.6% |
$6.59K - $7.15K
|
9.76K
$1.32M
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
55+ 2.77% |
$6.25K - $6.78K
|
2.04K
$275K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
50New |
$5.68K - $6.16K
|
50
$6.74K
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
50New |
$5.68K - $6.16K
|
50
$6.74K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
48+ 282.35% |
$5.45K - $5.92K
|
65
$8.77K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
48+ 1.36% |
$5.45K - $5.92K
|
3.58K
$483K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
45+ 10.49% |
$5.11K - $5.55K
|
474
$63.9K
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
44+ 0.05% |
$5K - $5.42K
|
83.8K
$11.3M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
42New |
$4.77K - $5.18K
|
42
$5.66K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
42+ 11.97% |
$4.77K - $5.18K
|
393
$53K
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
34+ 10.33% |
$3.86K - $4.19K
|
363
$49K
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
34+ 1.52% |
$3.86K - $4.19K
|
2.27K
$306K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
33+ 0.32% |
$3.75K - $4.07K
|
10.2K
$1.38M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 0.06% |
$3.29K - $3.58K
|
51.5K
$6.94M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
25+ 4.28% |
$2.84K - $3.08K
|
609
$82.1K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
21New |
$2.39K - $2.59K
|
21
$2.83K
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
20New |
$2.27K - $2.47K
|
20
$2.7K
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
19+ 0.07% |
$2.16K - $2.34K
|
27.3K
$3.69M
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
14New |
$1.59K - $1.73K
|
14
$1.89K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
14New |
$1.59K - $1.73K
|
14
$1.89K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
5New |
$568 - $616
|
5
$674
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 2.29% |
$454 - $493
|
179
$24.1K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$454 - $493
|
13.5K
$1.83M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2New |
$227 - $247
|
2
$270
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.02% |
$227 - $247
|
9.45K
$1.27M
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2+ 0.07% |
$227 - $247
|
2.84K
$383K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 12.5% |
$114 - $123
|
9
$1.21K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$114 - $123
|
8.06K
$1.09M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.03% |
$114 - $123
|
3.95K
$532K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-2- 3.7% |
$227 - $247
|
52
$7.01K
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4- 0.01% |
$454 - $493
|
40.6K
$5.48M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.36% |
$568 - $616
|
1.38K
$186K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-10- 0.22% |
$1.14K - $1.23K
|
4.57K
$617K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-19- 0.96% |
$2.16K - $2.34K
|
1.96K
$264K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20- 0.2% |
$2.27K - $2.47K
|
9.82K
$1.32M
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-20- 0.95% |
$2.27K - $2.47K
|
2.08K
$280K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-22- 6.25% |
$2.5K - $2.71K
|
330
$44.5K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-24- 3.72% |
$2.73K - $2.96K
|
621
$83.8K
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-26- 0.27% |
$2.95K - $3.21K
|
9.6K
$1.29M
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-27- 1.01% |
$3.07K - $3.33K
|
2.64K
$356K
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-29- 0.84% |
$3.29K - $3.58K
|
3.42K
$462K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30- 1.65% |
$3.41K - $3.7K
|
1.79K
$242K
|