Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.78K+ 194.27% |
$281K - $952K
|
10.3K
$592K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6.59K+ 200.0% |
$273K - $925K
|
9.88K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.1K+ 16478.38% |
$253K - $856K
|
6.13K
$353K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.03K+ 247.09% |
$250K - $847K
|
8.47K
$488K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.99KNew |
$248K - $840K
|
5.99K
$345K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.86K+ 200.0% |
$243K - $822K
|
8.78K
$506K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.6K+ 2206.3% |
$232K - $787K
|
5.86K
$337K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.41K+ 228.25% |
$224K - $759K
|
7.77K
$448K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$224K - $758K
|
5.4K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.18K+ 181.74% |
$214K - $727K
|
8.02K
$462K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
4.89K+ 216.39% |
$202K - $686K
|
7.14K
$412K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.76K+ 200.0% |
$197K - $669K
|
7.15K
$412K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.75K+ 195.51% |
$197K - $667K
|
7.18K
$414K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.58K+ 200.0% |
$190K - $644K
|
6.88K
$396K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.58K+ 155.28% |
$190K - $644K
|
7.54K
$434K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.58K+ 200.0% |
$190K - $644K
|
6.88K
$396K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.44K+ 187.71% |
$184K - $624K
|
6.81K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.05K+ 211.44% |
$168K - $569K
|
5.96K
$344K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 200.0% |
$166K - $563K
|
6.01K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.94K+ 200.05% |
$163K - $553K
|
5.9K
$340K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.68K+ 200.0% |
$152K - $517K
|
5.52K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.5K+ 200.0% |
$145K - $491K
|
5.25K
$302K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.2K+ 200.0% |
$133K - $450K
|
4.8K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.18K+ 200.0% |
$132K - $447K
|
4.77K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.69K+ 200.15% |
$111K - $378K
|
4.03K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.64KNew |
$109K - $370K
|
2.64K
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.44K+ 16.59% |
$101K - $343K
|
17.2K
$989K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.39K+ 200.0% |
$99.2K - $336K
|
3.59K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2K+ 200.0% |
$82.8K - $281K
|
3K
$173K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2K+ 2406.02% |
$82.7K - $280K
|
2.08K
$120K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.91K+ 36.5% |
$79.1K - $268K
|
7.14K
$411K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 203.76% |
$78.5K - $266K
|
2.83K
$163K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.65K+ 34.19% |
$68.1K - $231K
|
6.46K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.43K+ 146.61% |
$59.1K - $201K
|
2.4K
$138K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.14K+ 200.0% |
$47.4K - $161K
|
1.72K
$98.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.02KNew |
$42.1K - $143K
|
1.02K
$58.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
951+ 81.63% |
$39.4K - $134K
|
2.12K
$122K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
928+ 363.92% |
$38.4K - $130K
|
1.18K
$68.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
630+ 200.0% |
$26.1K - $88.5K
|
945
$54.4K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
568New |
$23.5K - $79.8K
|
568
$32.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
512+ 200.0% |
$21.2K - $71.9K
|
768
$44.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
500+ 200.0% |
$20.7K - $70.2K
|
750
$43.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
462+ 47.09% |
$19.1K - $64.9K
|
1.44K
$83.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
440+ 200.0% |
$18.2K - $61.8K
|
660
$38K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
361+ 195.14% |
$15K - $50.7K
|
546
$31.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
295+ 159.46% |
$12.2K - $41.4K
|
480
$27.7K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
270+ 200.0% |
$11.2K - $37.9K
|
405
$23.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
250+ 200.0% |
$10.4K - $35.1K
|
375
$21.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
204+ 200.0% |
$8.45K - $28.6K
|
306
$17.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
180+ 200.0% |
$7.46K - $25.3K
|
270
$15.6K
|