Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
185New |
$20.2K - $25.3K
|
185
$11.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
97+ 4.27% |
$10.6K - $13.3K
|
2.37K
$143K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
65New |
$7.09K - $8.89K
|
65
$3.91K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
49+ 1.36% |
$5.34K - $6.7K
|
3.65K
$220K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
35+ 1.57% |
$3.82K - $4.79K
|
2.26K
$136K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
28+ 0.73% |
$3.05K - $3.83K
|
3.86K
$233K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15+ 150.0% |
$1.64K - $2.05K
|
25
$1.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.24% |
$764 - $958
|
2.93K
$176K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6+ 0.16% |
$654 - $821
|
3.82K
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.05% |
$109 - $137
|
1.9K
$115K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12- 4.49% |
$1.31K - $1.64K
|
255
$15.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23- 1.13% |
$2.51K - $3.15K
|
2K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25- 13.51% |
$2.73K - $3.42K
|
160
$9.63K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-30- 3.13% |
$3.27K - $4.1K
|
930
$56K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-49- 0.55% |
$5.34K - $6.7K
|
8.92K
$537K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-69- 0.92% |
$7.53K - $9.44K
|
7.44K
$448K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-84- 31.23% |
$9.16K - $11.5K
|
185
$11.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-145- 2.57% |
$15.8K - $19.8K
|
5.49K
$330K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-242- 1.28% |
$26.4K - $33.1K
|
18.6K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-320- 5.77% |
$34.9K - $43.8K
|
5.23K
$315K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-353- 3.08% |
$38.5K - $48.3K
|
11.1K
$669K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-430- 5.17% |
$46.9K - $58.8K
|
7.89K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-434- 16.87% |
$47.3K - $59.4K
|
2.14K
$129K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-662- 2.02% |
$72.2K - $90.6K
|
32.1K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-761- 20.5% |
$83K - $104K
|
2.95K
$178K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-981- 28.68% |
$107K - $134K
|
2.44K
$147K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.14K- 10.77% |
$125K - $156K
|
9.46K
$570K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.2K- 25.41% |
$130K - $164K
|
3.51K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.3K- 97.24% |
$142K - $178K
|
37
$2.23K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.31K- 5.72% |
$143K - $180K
|
21.6K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.33K- 40.99% |
$145K - $182K
|
1.92K
$115K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.5K- 44.91% |
$164K - $205K
|
1.84K
$111K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2K- 66.67% |
$218K - $274K
|
1K
$60.2K
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.35K- 17.98% |
$256K - $321K
|
10.7K
$644K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.1K- 32.72% |
$447K - $561K
|
8.43K
$508K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-65.6K- 61.7% |
$7.16M - $8.98M
|
40.8K
$2.45M
|