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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-431- 2.76% |
$33.7K - $39.7K
|
15.2K
$1.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 18.66% |
$39.1K - $46.1K
|
2.18K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-553- 2.11% |
$43.2K - $51K
|
25.7K
$3.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-575- 17.01% |
$45K - $53K
|
2.81K
$332K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-591- 3.07% |
$46.2K - $54.5K
|
18.7K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-703- 26.85% |
$55K - $64.8K
|
1.92K
$227K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-770- 1.39% |
$60.2K - $71K
|
54.5K
$6.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-846- 12.24% |
$66.1K - $78K
|
6.07K
$718K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-858- 2.23% |
$67.1K - $79.1K
|
37.7K
$4.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-938- 7.17% |
$73.3K - $86.5K
|
12.2K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-995- 4.97% |
$77.8K - $91.7K
|
19K
$2.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.11K- 10.8% |
$86.9K - $102K
|
9.18K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-1.19K- 0.88% |
$93K - $110K
|
134K
$15.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 5.05% |
$93.2K - $110K
|
22.4K
$2.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.3K- 27.54% |
$102K - $120K
|
3.42K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.32K- 12.51% |
$103K - $122K
|
9.26K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.38K- 33.48% |
$108K - $127K
|
2.75K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.6K- 8.86% |
$125K - $147K
|
16.4K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.77K- 38.77% |
$138K - $163K
|
2.79K
$331K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.53K- 1.96% |
$198K - $233K
|
127K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.01K- 8.33% |
$235K - $277K
|
33.1K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.93K- 35.94% |
$307K - $362K
|
7K
$829K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.18K- 46.9% |
$327K - $385K
|
4.73K
$560K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.32K- 28.67% |
$338K - $398K
|
10.7K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.62K- 53.63% |
$439K - $518K
|
4.86K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.03K- 4.09% |
$550K - $648K
|
165K
$19.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.13K- 2.3% |
$558K - $658K
|
303K
$35.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.58K- 89.12% |
$593K - $699K
|
925
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-9K- 58.06% |
$704K - $830K
|
6.5K
$770K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.8K- 56.8% |
$920K - $1.08M
|
8.95K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 5.34% |
$945K - $1.11M
|
214K
$25.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.8K- 67.74% |
$1.47M - $1.74M
|
8.97K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-19.5K- 87.05% |
$1.52M - $1.8M
|
2.9K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.5K- 98.32% |
$1.76M - $2.08M
|
385
$45.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-72.2K- 29.4% |
$5.65M - $6.66M
|
173K
$20.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-241K- 13.92% |
$18.9M - $22.3M
|
1.49M
$177M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-242K- 98.91% |
$18.9M - $22.3M
|
2.65K
$314K
|