Purchases and Sales Made in Q1 2024 in Invesco Dwa Industrials Moment (PRN)
This table provides information about the institutional ownership of Invesco Dwa Industrials Moment (PRN) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO DWA INDUSTRIALS MOMENT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
32.3KNew |
$3.67M - $4.51M
|
32.3K
$5.55M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.5K+ 289.26% |
$1.88M - $2.31M
|
22.2K
$3.82M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16K+ 34.07% |
$1.82M - $2.24M
|
63K
$10.8M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16K+ 34.07% |
$1.82M - $2.24M
|
63K
$10.8M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 36.66% |
$1.36M - $1.68M
|
44.8K
$7.69M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$1.24M - $1.52M
|
10.9K
$1.87M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.05KNew |
$688K - $845K
|
6.05K
$1.04M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.08K+ 4.06% |
$577K - $710K
|
130K
$22.4M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.07KNew |
$576K - $708K
|
5.07K
$872K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.49K+ 155.56% |
$511K - $628K
|
7.38K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.06KNew |
$462K - $568K
|
4.06K
$699K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.81K+ 14.74% |
$206K - $253K
|
14.1K
$2.42M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.64KNew |
$186K - $229K
|
1.64K
$282K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.49KNew |
$169K - $208K
|
1.49K
$256K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.45KNew |
$165K - $203K
|
1.45K
$249K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.44K+ 2.26% |
$164K - $201K
|
65.2K
$11.2M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
424+ 15.25% |
$48.2K - $59.2K
|
3.21K
$551K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
353New |
$40.1K - $49.3K
|
353
$60.7K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
313+ 7.4% |
$35.6K - $43.7K
|
4.54K
$781K
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
233+ 3.19% |
$26.5K - $32.6K
|
7.55K
$1.3M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
221+ 5.42% |
$25.1K - $30.9K
|
4.3K
$738K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
143+ 1.02% |
$16.3K - $20K
|
14.1K
$2.42M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67New |
$7.62K - $9.36K
|
67
$11.5K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
16New |
$1.82K - $2.24K
|
16
$2.75K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.09% |
$114 - $140
|
1.07K
$184K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4- 0.05% |
$455 - $559
|
8.81K
$1.52M
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-20- 1.07% |
$2.27K - $2.79K
|
1.85K
$318K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-98- 0.69% |
$11.1K - $13.7K
|
14.1K
$2.43M
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-104- 2.17% |
$11.8K - $14.5K
|
4.7K
$808K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-106- 5.55% |
$12.1K - $14.8K
|
1.8K
$310K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-165- 4.41% |
$18.8K - $23.1K
|
3.57K
$614K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-184- 5.45% |
$20.9K - $25.7K
|
3.19K
$549K
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-233- 1.48% |
$26.5K - $32.6K
|
15.6K
$2.68M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-303- 4.51% |
$34.4K - $42.3K
|
6.42K
$1.1M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-450- 44.6% |
$51.2K - $62.9K
|
559
$96.1K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-689- 89.83% |
$78.3K - $96.3K
|
78
$13.4K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-714- 2.37% |
$81.2K - $99.8K
|
29.4K
$5.06M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-831- 61.56% |
$94.5K - $116K
|
519
$89.2K
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.23K- 33.89% |
$140K - $172K
|
2.4K
$413K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.35K- 1.18% |
$153K - $188K
|
113K
$19.5M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.56K- 3.26% |
$177K - $218K
|
46.3K
$7.95M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.64KClosed |
$186K - $229K
|
0
$0
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.76K- 32.93% |
$200K - $245K
|
3.57K
$614K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.94K- 6.41% |
$220K - $271K
|
28.3K
$4.87M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.13K- 12.24% |
$242K - $297K
|
15.3K
$2.62M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.23K- 18.17% |
$254K - $312K
|
10K
$1.73M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.26K- 7.84% |
$256K - $315K
|
26.5K
$4.56M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.85K- 26.7% |
$437K - $537K
|
10.6K
$1.81M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.46K- 31.36% |
$507K - $623K
|
9.75K
$1.68M
|