Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-210- 0.27% |
$23.9K - $26.1K
|
77.5K
$9.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-222- 1.7% |
$25.3K - $27.6K
|
12.8K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-225- 3.48% |
$25.6K - $28K
|
6.24K
$728K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-228- 2.29% |
$25.9K - $28.4K
|
9.73K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-238- 9.21% |
$27.1K - $29.6K
|
2.35K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-243- 23.71% |
$27.7K - $30.3K
|
782
$91.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-245- 6.04% |
$27.9K - $30.5K
|
3.81K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-246- 2.28% |
$28K - $30.6K
|
10.6K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-265- 6.97% |
$30.2K - $33K
|
3.54K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-277- 4.87% |
$31.5K - $34.5K
|
5.41K
$631K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-309- 0.09% |
$35.2K - $38.5K
|
347K
$40.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-316- 75.96% |
$36K - $39.3K
|
100
$11.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-317- 31.96% |
$36.1K - $39.5K
|
675
$78.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-358- 1.45% |
$40.7K - $44.6K
|
24.4K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-365- 4.33% |
$41.5K - $45.4K
|
8.06K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-386- 5.64% |
$43.9K - $48.1K
|
6.46K
$754K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-401- 16.8% |
$45.6K - $49.9K
|
1.99K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-401- 1.15% |
$45.6K - $49.9K
|
34.4K
$4.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-420- 14.34% |
$47.8K - $52.3K
|
2.51K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-455- 9.18% |
$51.8K - $56.6K
|
4.5K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-460- 2.9% |
$52.3K - $57.3K
|
15.4K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-479- 4.8% |
$54.5K - $59.6K
|
9.5K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-560- 21.52% |
$63.7K - $69.7K
|
2.04K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-648- 5.2% |
$73.7K - $80.7K
|
11.8K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-782- 4.41% |
$89K - $97.4K
|
17K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-820- 30.28% |
$93.3K - $102K
|
1.89K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-849- 3.37% |
$96.6K - $106K
|
24.3K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-855- 2.58% |
$97.3K - $106K
|
32.3K
$3.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-859- 3.38% |
$97.7K - $107K
|
24.5K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-875- 19.34% |
$99.6K - $109K
|
3.65K
$426K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.28K- 19.1% |
$145K - $159K
|
5.4K
$630K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.28K- 10.82% |
$146K - $160K
|
10.6K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.36K- 1.91% |
$155K - $169K
|
69.7K
$8.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.48K- 34.29% |
$168K - $184K
|
2.84K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.48K- 37.69% |
$169K - $184K
|
2.45K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.52K- 9.03% |
$173K - $190K
|
15.3K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.75K- 43.47% |
$199K - $217K
|
2.27K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.84K- 50.01% |
$210K - $229K
|
1.84K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.01K- 0.83% |
$228K - $250K
|
240K
$28M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.25K- 5.47% |
$256K - $280K
|
38.9K
$4.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.4K- 13.96% |
$273K - $298K
|
14.8K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-2.76K- 2.11% |
$314K - $343K
|
128K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.18K- 10.17% |
$361K - $395K
|
28.1K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.37K- 2.43% |
$383K - $419K
|
135K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.47K- 15.52% |
$394K - $431K
|
18.9K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.59K- 17.38% |
$409K - $447K
|
17.1K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.73K- 6.29% |
$424K - $464K
|
55.5K
$6.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.93K- 12.43% |
$448K - $490K
|
27.7K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.13K- 43.33% |
$584K - $638K
|
6.71K
$783K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.34K- 99.89% |
$608K - $665K
|
6
$700
|