Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) 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 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
962+ 9.72% |
$74.7K - $81.3K
|
10.9K
$1.29M
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
943+ 3.08% |
$73.2K - $79.7K
|
31.6K
$3.74M
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
922+ 1.96% |
$71.6K - $77.9K
|
47.9K
$5.67M
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
900+ 20.98% |
$69.9K - $76K
|
5.19K
$614K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
888+ 6.03% |
$69K - $75K
|
15.6K
$1.85M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
823+ 4.3% |
$63.9K - $69.5K
|
20K
$2.37M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
794+ 1.2% |
$61.7K - $67.1K
|
67.2K
$7.95M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
768+ 20.38% |
$59.6K - $64.9K
|
4.54K
$537K
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
764+ 25.97% |
$59.3K - $64.5K
|
3.71K
$439K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
718+ 127.08% |
$55.8K - $60.6K
|
1.28K
$152K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
718+ 127.08% |
$55.8K - $60.6K
|
1.28K
$152K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
646+ 3.75% |
$50.2K - $54.6K
|
17.9K
$2.12M
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
635New |
$49.3K - $53.6K
|
635
$75.2K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
590+ 14.03% |
$45.8K - $49.8K
|
4.79K
$568K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
578+ 5.29% |
$44.9K - $48.8K
|
11.5K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
508+ 13.94% |
$39.5K - $42.9K
|
4.15K
$492K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
501+ 140.73% |
$38.9K - $42.3K
|
857
$101K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
489+ 5.59% |
$38K - $41.3K
|
9.23K
$1.09M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
449+ 2.17% |
$34.9K - $37.9K
|
21.2K
$2.5M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
390+ 12.84% |
$30.3K - $32.9K
|
3.43K
$406K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
387+ 5.81% |
$30.1K - $32.7K
|
7.04K
$834K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
387+ 19.38% |
$30.1K - $32.7K
|
2.38K
$282K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
356+ 5.03% |
$27.6K - $30.1K
|
7.43K
$880K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
312+ 4.64% |
$24.2K - $26.4K
|
7.04K
$833K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
300+ 3.52% |
$23.3K - $25.3K
|
8.83K
$1.04M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
289+ 8.88% |
$22.4K - $24.4K
|
3.55K
$420K
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
279+ 0.46% |
$21.7K - $23.6K
|
61K
$7.22M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
251+ 61.67% |
$19.5K - $21.2K
|
658
$77.9K
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
238+ 5.19% |
$18.5K - $20.1K
|
4.82K
$571K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
237+ 3.48% |
$18.4K - $20K
|
7.05K
$835K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
227+ 5675.0% |
$17.6K - $19.2K
|
231
$27.3K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
223+ 1.65% |
$17.3K - $18.8K
|
13.8K
$1.63M
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
210+ 6.41% |
$16.3K - $17.7K
|
3.49K
$413K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
155+ 3.48% |
$12K - $13.1K
|
4.61K
$545K
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
125New |
$9.71K - $10.6K
|
125
$14.8K
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
125New |
$9.71K - $10.6K
|
125
$14.8K
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
123+ 2.46% |
$9.55K - $10.4K
|
5.12K
$606K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
116+ 414.29% |
$9.01K - $9.8K
|
144
$17K
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
107+ 0.59% |
$8.31K - $9.04K
|
18.3K
$2.17M
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
104+ 0.27% |
$8.08K - $8.78K
|
39K
$4.62M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
100+ 14.29% |
$7.77K - $8.45K
|
800
$94.7K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
84+ 0.33% |
$6.52K - $7.1K
|
25.8K
$3.05M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
65+ 3.75% |
$5.05K - $5.49K
|
1.8K
$213K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
62+ 18.24% |
$4.81K - $5.24K
|
402
$47.6K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
60+ 0.85% |
$4.66K - $5.07K
|
7.08K
$838K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
55New |
$4.27K - $4.65K
|
55
$6.51K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
53+ 19.49% |
$4.12K - $4.48K
|
325
$38.5K
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
38New |
$2.95K - $3.21K
|
38
$4.5K
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
37+ 0.72% |
$2.87K - $3.13K
|
5.18K
$613K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35New |
$2.72K - $2.96K
|
35
$4.14K
|