Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PSJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSJ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
46+ 42.59% |
$0 - $1.87K
|
154
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.09% |
$0 - $326
|
9K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14- 0.18% |
$0 - $571
|
7.92K
$0
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 52.94% |
$0 - $1.1K
|
24
$0
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-56- 4.79% |
$0 - $2.28K
|
1.11K
$0
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-240- 1.91% |
$0 - $9.78K
|
12.4K
$0
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-531- 76.73% |
$0 - $21.6K
|
161
$0
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 13.01% |
$0 - $48.5K
|
7.96K
$0
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.71K- 27.31% |
$0 - $69.8K
|
4.56K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.16K- 5.12% |
$0 - $87.8K
|
39.9K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.25K- 73.28% |
$0 - $132K
|
1.18K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.56K- 11.1% |
$0 - $145K
|
28.5K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.69K- 43.95% |
$0 - $314K
|
9.81K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-8.77K- 19.37% |
$0 - $357K
|
36.5K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.6K- 51.24% |
$0 - $1.74M
|
40.6K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-188K- 46.76% |
$0 - $7.66M
|
214K
$0
|