Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PSJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSJ) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28K+ 199.59% |
$854K - $1.09M
|
42.1K
$0
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 6.34% |
$348K - $445K
|
192K
$0
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.4K+ 80.91% |
$286K - $366K
|
21K
$0
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.35KNew |
$193K - $247K
|
6.35K
$0
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.08KNew |
$185K - $237K
|
6.08K
$0
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
5.75KNew |
$175K - $224K
|
5.75K
$0
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.73KNew |
$175K - $223K
|
5.73K
$0
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.71KNew |
$174K - $222K
|
5.71K
$0
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.7KNew |
$174K - $222K
|
5.7K
$0
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.79KNew |
$54.4K - $69.6K
|
1.79K
$0
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
629+ 1.36% |
$19.2K - $24.5K
|
46.9K
$0
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
450New |
$13.7K - $17.5K
|
450
$0
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
387+ 430.0% |
$11.8K - $15.1K
|
477
$0
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
300New |
$9.14K - $11.7K
|
300
$0
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
205+ 3.15% |
$6.24K - $7.98K
|
6.71K
$0
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100+ 200.0% |
$3.05K - $3.89K
|
150
$0
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
84+ 0.81% |
$2.56K - $3.27K
|
10.4K
$0
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44+ 0.27% |
$1.34K - $1.71K
|
16.6K
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-49- 0.78% |
$1.49K - $1.91K
|
6.27K
$0
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-165- 1.77% |
$5.02K - $6.43K
|
9.15K
$0
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-189- 2.06% |
$5.76K - $7.36K
|
8.99K
$0
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-199- 0.76% |
$6.06K - $7.75K
|
26K
$0
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-320- 2.48% |
$9.74K - $12.5K
|
12.6K
$0
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-590- 6.92% |
$18K - $23K
|
7.94K
$0
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-601- 35.06% |
$18.3K - $23.4K
|
1.11K
$0
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-887- 14.03% |
$27K - $34.5K
|
5.43K
$0
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-946- 2.05% |
$28.8K - $36.8K
|
45.2K
$0
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.13K- 20.26% |
$34.3K - $43.8K
|
4.43K
$0
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.44K- 20.04% |
$43.7K - $55.9K
|
5.73K
$0
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.63K- 8.52% |
$49.5K - $63.3K
|
17.5K
$0
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.85K- 18.08% |
$56.2K - $71.8K
|
8.36K
$0
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.95K- 3.43% |
$89.9K - $115K
|
83.2K
$0
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.36K- 38.66% |
$102K - $131K
|
5.34K
$0
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.79K- 10.57% |
$115K - $147K
|
32K
$0
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.1K- 22.28% |
$369K - $472K
|
42.3K
$0
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 52.8% |
$436K - $558K
|
12.8K
$0
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.9K- 15.69% |
$818K - $1.05M
|
144K
$0
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-68.7K- 53.73% |
$2.09M - $2.67M
|
59.2K
$0
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-258K- 64.1% |
$7.84M - $10M
|
144K
$0
|