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
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100New |
$7.82K - $9.22K
|
100
$11.8K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
93New |
$7.27K - $8.57K
|
93
$11K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
90+ 3.32% |
$7.04K - $8.3K
|
2.8K
$331K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
66New |
$5.16K - $6.08K
|
66
$7.81K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66+ 0.96% |
$5.16K - $6.08K
|
6.96K
$824K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
60New |
$4.69K - $5.53K
|
60
$7.1K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
55New |
$4.3K - $5.07K
|
55
$6.51K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
54+ 0.67% |
$4.22K - $4.98K
|
8.16K
$965K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50New |
$3.91K - $4.61K
|
50
$5.92K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.65% |
$2.58K - $3.04K
|
5.09K
$603K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30+ 1.24% |
$2.35K - $2.77K
|
2.45K
$290K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25+ 28.74% |
$1.95K - $2.3K
|
112
$13.3K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$1.88K - $2.21K
|
24
$2.84K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20New |
$1.56K - $1.84K
|
20
$2.37K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15+ 1.93% |
$1.17K - $1.38K
|
794
$94K
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
13+ 0.41% |
$1.02K - $1.2K
|
3.22K
$381K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 0.03% |
$626 - $737
|
31.1K
$3.68M
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
8+ 0.01% |
$626 - $737
|
61.6K
$7.3M
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 1.16% |
$156 - $184
|
175
$20.7K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.22% |
$78.2 - $92.2
|
457
$54.1K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.03% |
$78.2 - $92.2
|
3.84K
$454K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.34% |
$78.2 - $92.2
|
292
$34.6K
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.02% |
$78.2 - $92.2
|
4.62K
$547K
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.02% |
$78.2 - $92.2
|
4.62K
$547K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 50.0% |
$78.2 - $92.2
|
3
$355
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.0% |
$78.2 - $92.2
|
83.1K
$9.83M
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.0% |
$78.2 - $92.2
|
101
$12K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-11- 0.04% |
$860 - $1.01K
|
29.1K
$3.45M
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-18- 26.09% |
$1.41K - $1.66K
|
51
$6.04K
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-42- 1.33% |
$3.28K - $3.87K
|
3.12K
$370K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-50- 9.09% |
$3.91K - $4.61K
|
500
$59.2K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 15.05% |
$4.38K - $5.16K
|
316
$37.4K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-69- 0.78% |
$5.4K - $6.36K
|
8.83K
$1.05M
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-75- 2.27% |
$5.86K - $6.91K
|
3.23K
$382K
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-92- 0.58% |
$7.19K - $8.48K
|
15.7K
$1.85M
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-115- 2.93% |
$8.99K - $10.6K
|
3.8K
$450K
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-136- 3.12% |
$10.6K - $12.5K
|
4.23K
$501K
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-180- 3.57% |
$14.1K - $16.6K
|
4.87K
$576K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-197- 0.73% |
$15.4K - $18.2K
|
26.6K
$3.15M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-198- 17.38% |
$15.5K - $18.3K
|
941
$111K
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-211- 1.12% |
$16.5K - $19.4K
|
18.6K
$2.2M
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-222- 4.6% |
$17.4K - $20.5K
|
4.6K
$545K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 28.6% |
$19.5K - $23K
|
624
$73.9K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-275- 0.9% |
$21.5K - $25.3K
|
30.4K
$3.6M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-302- 23.37% |
$23.6K - $27.8K
|
990
$117K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-339- 11.59% |
$26.5K - $31.2K
|
2.59K
$306K
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-343- 0.89% |
$26.8K - $31.6K
|
38.3K
$4.53M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-361- 1.96% |
$28.2K - $33.3K
|
18.1K
$2.14M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-389- 7.17% |
$30.4K - $35.9K
|
5.04K
$597K
|