Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-46- 0.22% |
$2.26K - $3.07K
|
20.7K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-151- 21.12% |
$7.42K - $10.1K
|
564
$34K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-174- 2.13% |
$8.55K - $11.6K
|
8K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-200- 4.47% |
$9.83K - $13.3K
|
4.27K
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-246- 83.11% |
$12.1K - $16.4K
|
50
$3.01K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-257- 1.32% |
$12.6K - $17.1K
|
19.1K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-335- 43.62% |
$16.5K - $22.4K
|
433
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-347- 74.15% |
$17K - $23.2K
|
121
$7.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-372- 7.8% |
$18.3K - $24.8K
|
4.4K
$265K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-434- 86.63% |
$21.3K - $29K
|
67
$4.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-474- 36.49% |
$23.3K - $31.6K
|
825
$49.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-530- 51.71% |
$26K - $35.4K
|
495
$29.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-653- 11.83% |
$32.1K - $43.6K
|
4.87K
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-653- 26.47% |
$32.1K - $43.6K
|
1.81K
$109K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-767- 0.97% |
$37.7K - $51.2K
|
78.7K
$4.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-840- 7.93% |
$41.3K - $56K
|
9.76K
$587K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.02K- 6.24% |
$50.1K - $68.1K
|
15.3K
$923K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.08K- 8.91% |
$52.9K - $71.8K
|
11K
$662K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.25K- 54.37% |
$61.4K - $83.4K
|
1.05K
$63.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.29K- 9.33% |
$63.5K - $86.3K
|
12.6K
$756K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 21.93% |
$64.9K - $88.1K
|
4.7K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.44K- 14.52% |
$70.9K - $96.3K
|
8.5K
$512K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.76K- 6.6% |
$86.2K - $117K
|
24.8K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.78K- 11.29% |
$87.6K - $119K
|
14K
$844K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.87K- 97.54% |
$91.7K - $125K
|
47
$2.83K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.07K- 31.32% |
$102K - $138K
|
4.55K
$274K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.5K- 14.28% |
$123K - $167K
|
15K
$902K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-3.11K- 31.43% |
$153K - $208K
|
6.79K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.31K- 42.25% |
$162K - $221K
|
4.52K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3.45K- 14.17% |
$169K - $230K
|
20.9K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.63K- 43.42% |
$228K - $309K
|
6.04K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.68K- 32.03% |
$279K - $379K
|
12.1K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.84K- 2.93% |
$287K - $390K
|
193K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.25K- 10.22% |
$356K - $484K
|
63.7K
$3.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-7.51K- 24.75% |
$369K - $501K
|
22.8K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.65K- 45.27% |
$376K - $510K
|
9.25K
$557K
|
|
|
Nov 12, 2024
Q3 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-15K- 43.96% |
$737K - $1M
|
19.1K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-16K- 7.1% |
$788K - $1.07M
|
210K
$12.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-23K- 20.07% |
$1.13M - $1.53M
|
91.6K
$5.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-36.2K- 24.92% |
$1.78M - $2.41M
|
109K
$6.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.6K- 39.71% |
$1.8M - $2.44M
|
55.5K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.2K- 71.33% |
$1.83M - $2.48M
|
15K
$901K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-51.6K- 93.4% |
$2.54M - $3.44M
|
3.65K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61.7K- 29.63% |
$3.03M - $4.12M
|
147K
$8.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-75.6K- 21.31% |
$3.71M - $5.04M
|
279K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-107K- 26.89% |
$5.26M - $7.14M
|
291K
$17.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-121K- 74.94% |
$5.93M - $8.06M
|
40.4K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-128K- 63.02% |
$6.27M - $8.52M
|
74.9K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-406K- 98.12% |
$19.9M - $27.1M
|
7.8K
$469K
|