Purchases and Sales Made in Q4 2024 in Invesco Dwa Industrials Moment (PRN)
This table provides information about the institutional ownership of Invesco Dwa Industrials Moment (PRN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
30+ 3.43% |
$4.56K - $5.33K
|
905
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$4.1K - $4.8K
|
27
$3.72K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
25+ 0.61% |
$3.8K - $4.44K
|
4.13K
$568K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22New |
$3.34K - $3.91K
|
22
$3.03K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.61% |
$1.82K - $2.13K
|
1.98K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11+ 1100.0% |
$1.67K - $1.96K
|
12
$1.65K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5New |
$760 - $889
|
5
$689
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$152 - $178
|
1
$138
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.04% |
$152 - $178
|
2.4K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12- 0.31% |
$1.82K - $2.13K
|
3.86K
$532K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-15- 1.0% |
$2.28K - $2.67K
|
1.49K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-18- 0.76% |
$2.73K - $3.2K
|
2.37K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-23- 0.94% |
$3.49K - $4.09K
|
2.43K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-51- 2.09% |
$7.75K - $9.07K
|
2.39K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-64- 1.44% |
$9.72K - $11.4K
|
4.37K
$602K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 14.29% |
$12.9K - $15.1K
|
510
$70.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.73% |
$20.1K - $23.5K
|
7.52K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-159- 10.28% |
$24.2K - $28.3K
|
1.39K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-174- 0.47% |
$26.4K - $30.9K
|
37.1K
$5.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-182- 2.47% |
$27.6K - $32.4K
|
7.19K
$990K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-218- 4.04% |
$33.1K - $38.7K
|
5.18K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-224- 4.6% |
$34K - $39.8K
|
4.64K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-280- 4.39% |
$42.5K - $49.8K
|
6.09K
$839K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-350- 20.0% |
$53.2K - $62.2K
|
1.4K
$193K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-380- 1.4% |
$57.7K - $67.5K
|
26.8K
$3.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-801- 1.54% |
$122K - $142K
|
51.1K
$7.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.06K- 7.12% |
$161K - $188K
|
13.8K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.67K- 5.49% |
$253K - $296K
|
28.7K
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.16K- 12.7% |
$327K - $383K
|
14.8K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.06K- 70.15% |
$769K - $899K
|
2.15K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-9.61K- 71.15% |
$1.46M - $1.71M
|
3.89K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-12.9K- 50.0% |
$1.95M - $2.29M
|
12.9K
$1.77M
|