Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
116+ 3.86% |
$11.8K - $13.3K
|
3.12K
$369K
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
116+ 2.2% |
$11.8K - $13.3K
|
5.39K
$638K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
112New |
$11.4K - $12.9K
|
112
$13.3K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
102+ 50.5% |
$10.4K - $11.7K
|
304
$36K
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
102+ 1.07% |
$10.4K - $11.7K
|
9.65K
$1.14M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$10.2K - $11.5K
|
100
$11.8K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
93+ 0.71% |
$9.49K - $10.7K
|
13.1K
$1.55M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
92+ 2.96% |
$9.39K - $10.6K
|
3.21K
$379K
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
90+ 3.34% |
$9.18K - $10.3K
|
2.78K
$329K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
86New |
$8.78K - $9.89K
|
86
$10.2K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
82+ 3.56% |
$8.37K - $9.43K
|
2.39K
$283K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
73+ 71.57% |
$7.45K - $8.39K
|
175
$20.7K
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
72New |
$7.35K - $8.28K
|
72
$8.52K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
55+ 2.26% |
$5.61K - $6.32K
|
2.49K
$295K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
51+ 0.46% |
$5.2K - $5.86K
|
11.1K
$1.31M
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
50+ 1.74% |
$5.1K - $5.75K
|
2.93K
$347K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
31+ 3.59% |
$3.16K - $3.56K
|
895
$106K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
25+ 30.12% |
$2.55K - $2.87K
|
108
$12.8K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
17+ 0.52% |
$1.73K - $1.95K
|
3.26K
$385K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
17New |
$1.73K - $1.95K
|
17
$2.01K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
15+ 0.54% |
$1.53K - $1.72K
|
2.77K
$328K
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
15+ 0.39% |
$1.53K - $1.72K
|
3.85K
$455K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11+ 0.11% |
$1.12K - $1.26K
|
10.1K
$1.19M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.11% |
$918 - $1.03K
|
8.3K
$983K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$510 - $575
|
5
$592
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5New |
$510 - $575
|
5
$592
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.11% |
$408 - $460
|
3.55K
$420K
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
3+ 0.11% |
$306 - $345
|
2.83K
$335K
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1+ 0.04% |
$102 - $115
|
2.71K
$321K
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $115
|
4.32K
$511K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$102 - $115
|
796
$94.2K
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.06% |
$102 - $115
|
1.63K
$193K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.93% |
$102 - $115
|
109
$12.9K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.12% |
$102 - $115
|
849
$101K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.05% |
$102 - $115
|
2.12K
$251K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.57% |
$204 - $230
|
351
$41.6K
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-16- 0.28% |
$1.63K - $1.84K
|
5.68K
$673K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-26- 1.11% |
$2.65K - $2.99K
|
2.31K
$273K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-39- 3.47% |
$3.98K - $4.48K
|
1.08K
$128K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-45Closed |
$4.59K - $5.17K
|
0
$0
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-49- 1.07% |
$5K - $5.63K
|
4.52K
$536K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-64- 0.72% |
$6.53K - $7.36K
|
8.81K
$1.04M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-69- 0.98% |
$7.04K - $7.93K
|
6.94K
$821K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-85- 0.5% |
$8.67K - $9.77K
|
16.9K
$2M
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-104- 4.82% |
$10.6K - $12K
|
2.05K
$243K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-106- 3.82% |
$10.8K - $12.2K
|
2.67K
$316K
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-106- 2.92% |
$10.8K - $12.2K
|
3.52K
$417K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-119- 2.25% |
$12.1K - $13.7K
|
5.18K
$613K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-120- 5.91% |
$12.2K - $13.8K
|
1.91K
$226K
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-122- 2.82% |
$12.5K - $14K
|
4.21K
$498K
|