Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-636- 6.32% |
$30.1K - $41.3K
|
9.43K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-677- 4.49% |
$32.1K - $44K
|
14.4K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-771- 4.87% |
$36.5K - $50.1K
|
15K
$846K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-950- 5.66% |
$45K - $61.7K
|
15.8K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-965- 69.93% |
$45.7K - $62.7K
|
415
$23.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-990- 10.73% |
$46.9K - $64.3K
|
8.24K
$463K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.42K- 1.6% |
$67.5K - $92.5K
|
87.6K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.69K- 9.41% |
$80K - $110K
|
16.3K
$914K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2K- 29.24% |
$94.8K - $130K
|
4.84K
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.62K- 93.57% |
$124K - $170K
|
180
$10.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.75K- 34.75% |
$130K - $178K
|
5.16K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-4.11K- 22.41% |
$195K - $267K
|
14.2K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.73K- 38.31% |
$224K - $307K
|
7.61K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.52K- 13.19% |
$356K - $488K
|
49.5K
$2.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-8.32K- 44.87% |
$394K - $541K
|
10.2K
$575K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.42K- 45.79% |
$446K - $612K
|
11.2K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.71K- 7.51% |
$460K - $631K
|
120K
$6.73M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.7K- 6.51% |
$603K - $827K
|
183K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 70.96% |
$680K - $932K
|
5.87K
$330K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-19.8K- 54.54% |
$936K - $1.28M
|
16.5K
$925K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-20.8K- 10.63% |
$984K - $1.35M
|
175K
$9.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-28K- 93.11% |
$1.33M - $1.82M
|
2.07K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.9K- 11.26% |
$1.51M - $2.08M
|
252K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-67.2K- 26.11% |
$3.18M - $4.37M
|
190K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-154KClosed |
$7.31M - $10M
|
0
$0
|