Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
225+ 0.43% |
$11.3K - $14.6K
|
52.2K
$3.14M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
167+ 1.08% |
$8.37K - $10.8K
|
15.6K
$942K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
126New |
$6.31K - $8.17K
|
126
$7.59K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
90+ 2.39% |
$4.51K - $5.84K
|
3.86K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
56+ 0.46% |
$2.81K - $3.63K
|
12.1K
$730K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
51+ 0.19% |
$2.56K - $3.31K
|
26.6K
$1.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
45+ 17.93% |
$2.25K - $2.92K
|
296
$17.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 2.66% |
$1.85K - $2.4K
|
1.43K
$86K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
19New |
$952 - $1.23K
|
19
$1.14K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.07% |
$301 - $389
|
8.01K
$482K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.07% |
$150 - $195
|
4.04K
$243K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.11% |
$50.1 - $64.8
|
910
$54.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-6- 1.96% |
$301 - $389
|
300
$18.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11- 17.46% |
$551 - $713
|
52
$3.13K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.47% |
$701 - $908
|
2.99K
$180K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-31- 6.11% |
$1.55K - $2.01K
|
476
$28.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-63- 0.95% |
$3.16K - $4.08K
|
6.6K
$397K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-67- 1.0% |
$3.36K - $4.34K
|
6.64K
$399K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-104- 2.29% |
$5.21K - $6.74K
|
4.43K
$267K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-124- 1.74% |
$6.21K - $8.04K
|
7.02K
$423K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-129- 1.24% |
$6.46K - $8.36K
|
10.3K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-156- 6.14% |
$7.82K - $10.1K
|
2.38K
$144K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-164- 2.51% |
$8.22K - $10.6K
|
6.36K
$383K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-196- 68.06% |
$9.82K - $12.7K
|
92
$5.54K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-200- 8.0% |
$10K - $13K
|
2.3K
$138K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-211- 1.5% |
$10.6K - $13.7K
|
13.9K
$834K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-240- 3.83% |
$12K - $15.6K
|
6.02K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-332- 2.46% |
$16.6K - $21.5K
|
13.1K
$792K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-360- 4.22% |
$18K - $23.3K
|
8.18K
$492K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-375- 4.1% |
$18.8K - $24.3K
|
8.78K
$529K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-390- 0.49% |
$19.5K - $25.3K
|
79.4K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-455- 99.56% |
$22.8K - $29.5K
|
2
$120
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-484- 2.43% |
$24.2K - $31.4K
|
19.4K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-494- 8.78% |
$24.7K - $32K
|
5.13K
$309K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-537- 2.14% |
$26.9K - $34.8K
|
24.6K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-725- 2.89% |
$36.3K - $47K
|
24.3K
$1.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-753- 0.91% |
$37.7K - $48.8K
|
81.8K
$4.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-780- 1.49% |
$39.1K - $50.6K
|
51.5K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1K- 17.73% |
$50.1K - $64.8K
|
4.64K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.21K- 13.43% |
$60.8K - $78.7K
|
7.82K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.26K- 1.04% |
$62.9K - $81.4K
|
120K
$7.21M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.28K- 2.26% |
$64.1K - $82.9K
|
55.3K
$3.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.64K- 7.29% |
$81.9K - $106K
|
20.8K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.37K- 4.34% |
$119K - $154K
|
52.2K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.63K- 15.84% |
$132K - $171K
|
14K
$842K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.71K- 20.22% |
$136K - $175K
|
10.7K
$642K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.24K- 87.46% |
$162K - $210K
|
465
$28K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.55K- 19.11% |
$228K - $295K
|
19.3K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-4.78K- 32.58% |
$240K - $310K
|
9.9K
$596K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.24K- 26.32% |
$313K - $405K
|
17.5K
$1.05M
|