Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
5.35KNew |
$418K - $493K
|
5.35K
$633K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.32KNew |
$416K - $490K
|
5.32K
$630K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.2K+ 27.95% |
$407K - $479K
|
23.8K
$2.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.95K+ 129.86% |
$387K - $456K
|
8.76K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.87K+ 34.72% |
$380K - $449K
|
18.9K
$2.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.32K+ 19.62% |
$337K - $398K
|
26.3K
$3.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.15KNew |
$324K - $382K
|
4.15K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.12K+ 89.45% |
$322K - $380K
|
8.73K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.94KNew |
$308K - $363K
|
3.94K
$466K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.83K+ 47.6% |
$300K - $353K
|
11.9K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.77K+ 6.05% |
$295K - $347K
|
66.1K
$7.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.73K+ 41.8% |
$292K - $344K
|
12.7K
$1.5M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.62K+ 59.76% |
$283K - $334K
|
9.68K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.54KNew |
$277K - $326K
|
3.54K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.53KNew |
$276K - $325K
|
3.53K
$418K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.52K+ 49.73% |
$275K - $324K
|
10.6K
$1.25M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.48K+ 163.83% |
$272K - $321K
|
5.61K
$664K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.43K+ 72.08% |
$268K - $316K
|
8.2K
$970K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.39K+ 4.64% |
$265K - $312K
|
76.3K
$9.04M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.29K+ 207.57% |
$257K - $303K
|
4.88K
$577K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.28K+ 72.69% |
$256K - $302K
|
7.79K
$922K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.17KNew |
$248K - $292K
|
3.17K
$376K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.04KNew |
$237K - $280K
|
3.04K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
2.82KNew |
$220K - $260K
|
2.82K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.81KNew |
$219K - $259K
|
2.81K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.79KNew |
$218K - $257K
|
2.79K
$331K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.77KNew |
$217K - $255K
|
2.77K
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.76K+ 27.28% |
$216K - $254K
|
12.9K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.66KNew |
$208K - $245K
|
2.66K
$314K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.59KNew |
$202K - $238K
|
2.59K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.52KNew |
$197K - $232K
|
2.52K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.5KNew |
$195K - $230K
|
2.5K
$296K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.49K+ 53.61% |
$195K - $229K
|
7.13K
$844K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.48KNew |
$194K - $229K
|
2.48K
$294K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.33KNew |
$182K - $215K
|
2.33K
$276K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.3KNew |
$179K - $212K
|
2.3K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.21KNew |
$173K - $204K
|
2.21K
$262K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.19KNew |
$171K - $202K
|
2.19K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
2KNew |
$156K - $184K
|
2K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.77K+ 30.15% |
$138K - $163K
|
7.64K
$904K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$136K - $160K
|
1.73K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.71K+ 27.7% |
$134K - $157K
|
7.87K
$932K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.64K+ 10.81% |
$128K - $151K
|
16.8K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 47.13% |
$126K - $149K
|
5.04K
$597K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.57K+ 40.8% |
$123K - $145K
|
5.42K
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.51K+ 52.83% |
$118K - $139K
|
4.37K
$518K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.51K+ 30.82% |
$118K - $139K
|
6.39K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.49K+ 5.49% |
$116K - $137K
|
28.5K
$3.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.38K+ 72.08% |
$108K - $128K
|
3.3K
$391K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
1.32K+ 3.82% |
$103K - $122K
|
35.8K
$4.24M
|