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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.15% |
$932 - $1.01K
|
8.09K
$958K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10+ 10.99% |
$777 - $845
|
101
$12K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10+ 10.99% |
$777 - $845
|
101
$12K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10New |
$777 - $845
|
10
$1.18K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.1% |
$388 - $422
|
4.87K
$576K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.15% |
$311 - $338
|
2.67K
$316K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.06% |
$155 - $169
|
3.16K
$374K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.18% |
$155 - $169
|
1.14K
$135K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.11% |
$77.7 - $84.5
|
908
$107K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.29% |
$77.7 - $84.5
|
351
$41.6K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.4% |
$77.7 - $84.5
|
251
$29.7K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.0% |
$77.7 - $84.5
|
101
$12K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$77.7 - $84.5
|
11.8K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3- -0.0% |
$233 - $253
|
83.2K
$9.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-13- 0.19% |
$1.01K - $1.1K
|
6.91K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-20- 0.38% |
$1.55K - $1.69K
|
5.24K
$621K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-40- 1.0% |
$3.11K - $3.38K
|
3.97K
$470K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.13% |
$3.11K - $3.38K
|
29.9K
$3.54M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-50- 2.02% |
$3.88K - $4.22K
|
2.42K
$287K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-60- 0.02% |
$4.66K - $5.07K
|
344K
$40.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-93- 1.35% |
$7.22K - $7.86K
|
6.79K
$803K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-99- 2.47% |
$7.69K - $8.36K
|
3.91K
$463K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-100- 21.19% |
$7.77K - $8.45K
|
372
$44K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-103- 2.61% |
$8K - $8.7K
|
3.84K
$454K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-143- 34.46% |
$11.1K - $12.1K
|
272
$32.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-143- 1.65% |
$11.1K - $12.1K
|
8.53K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-149- 0.85% |
$11.6K - $12.6K
|
17.4K
$2.06M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-150- 71.43% |
$11.6K - $12.7K
|
60
$7.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-163- 17.36% |
$12.7K - $13.8K
|
776
$91.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-181- 3.48% |
$14.1K - $15.3K
|
5.02K
$594K
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-196- 5.77% |
$15.2K - $16.6K
|
3.2K
$379K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-218- 6.6% |
$16.9K - $18.4K
|
3.08K
$365K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-244- 3.75% |
$18.9K - $20.6K
|
6.27K
$742K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-291- 8.75% |
$22.6K - $24.6K
|
3.04K
$359K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300Closed |
$23.3K - $25.3K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-313- 0.31% |
$24.3K - $26.4K
|
101K
$12M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-330- 5.96% |
$25.6K - $27.9K
|
5.21K
$617K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-350- 4.25% |
$27.2K - $29.6K
|
7.89K
$934K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-461- 13.12% |
$35.8K - $38.9K
|
3.05K
$362K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-509- 8.16% |
$39.5K - $43K
|
5.73K
$678K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-513- 3.25% |
$39.8K - $43.3K
|
15.3K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-516- 8.22% |
$40.1K - $43.6K
|
5.76K
$682K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-634- 48.36% |
$49.2K - $53.6K
|
677
$80.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-650- 33.33% |
$50.5K - $54.9K
|
1.3K
$154K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-700- 2.51% |
$54.4K - $59.1K
|
27.2K
$3.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-792- 99.87% |
$61.5K - $66.9K
|
1
$118
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.01K- 2.01% |
$78.4K - $85.3K
|
49.2K
$5.83M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.02K- 21.07% |
$79.1K - $86K
|
3.81K
$451K
|
|
|
Jul 19, 2023
Q2 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-1.02K- 0.75% |
$79.4K - $86.4K
|
135K
$16M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-1.07K- 3.7% |
$82.7K - $90K
|
27.7K
$3.28M
|