Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43+ 0.61% |
$3.4K - $3.69K
|
7.09K
$814K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
42+ 1.58% |
$3.32K - $3.6K
|
2.71K
$311K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
36+ 0.78% |
$2.85K - $3.09K
|
4.64K
$533K
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.92% |
$2.77K - $3K
|
3.85K
$442K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.14% |
$870 - $943
|
8.1K
$931K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.1% |
$475 - $514
|
6.27K
$721K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.09% |
$237 - $257
|
3.16K
$364K
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
2+ 0.06% |
$158 - $171
|
3.21K
$368K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2New |
$158 - $171
|
2
$230
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.09% |
$79.1 - $85.7
|
1.14K
$131K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$79.1 - $85.7
|
889
$102K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.22% |
$79.1 - $85.7
|
456
$52.4K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.31% |
$79.1 - $85.7
|
320
$36.8K
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.06% |
$79.1 - $85.7
|
1.63K
$187K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 0.39% |
$395 - $429
|
1.28K
$147K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 0.39% |
$395 - $429
|
1.28K
$147K
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-38Closed |
$3.01K - $3.26K
|
0
$0
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-47- 1.19% |
$3.72K - $4.03K
|
3.92K
$450K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-48- 5.29% |
$3.8K - $4.11K
|
860
$98.8K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-50- 21.65% |
$3.95K - $4.29K
|
181
$20.8K
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-54- 1.75% |
$4.27K - $4.63K
|
3.02K
$347K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-57- 1.31% |
$4.51K - $4.89K
|
4.31K
$495K
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-59- 0.29% |
$4.67K - $5.06K
|
20.2K
$2.32M
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-63- 0.48% |
$4.98K - $5.4K
|
13.1K
$1.5M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65- 1.34% |
$5.14K - $5.57K
|
4.8K
$552K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-74- 1.89% |
$5.85K - $6.34K
|
3.84K
$441K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-78- 1.08% |
$6.17K - $6.69K
|
7.16K
$823K
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-104- 1.0% |
$8.23K - $8.91K
|
10.3K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-108- 6.28% |
$8.54K - $9.26K
|
1.61K
$185K
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-122- 0.15% |
$9.65K - $10.5K
|
83.1K
$9.54M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-165- 3.17% |
$13K - $14.1K
|
5.05K
$580K
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-175- 0.64% |
$13.8K - $15K
|
27K
$3.11M
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-180- 5.16% |
$14.2K - $15.4K
|
3.31K
$380K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-183- 2.32% |
$14.5K - $15.7K
|
7.71K
$885K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-195- 0.35% |
$15.4K - $16.7K
|
55.3K
$6.35M
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-211- 67.85% |
$16.7K - $18.1K
|
100
$11.5K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-221- 1.45% |
$17.5K - $18.9K
|
15.1K
$1.73M
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-226- 6.1% |
$17.9K - $19.4K
|
3.48K
$400K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-230- 3.25% |
$18.2K - $19.7K
|
6.86K
$788K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-262- 1.24% |
$20.7K - $22.5K
|
20.9K
$2.4M
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-300- 22.99% |
$23.7K - $25.7K
|
1.01K
$115K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-300- 5.24% |
$23.7K - $25.7K
|
5.43K
$624K
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-312- 0.65% |
$24.7K - $26.7K
|
47.6K
$5.47M
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-373- 0.81% |
$29.5K - $32K
|
45.4K
$5.22M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-396- 1.38% |
$31.3K - $33.9K
|
28.3K
$3.25M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-400- 46.67% |
$31.6K - $34.3K
|
457
$52.5K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-430- 1.36% |
$34K - $36.9K
|
31.2K
$3.58M
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-439- 13.71% |
$34.7K - $37.6K
|
2.76K
$317K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-458- 2.93% |
$36.2K - $39.3K
|
15.2K
$1.74M
|