Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PSP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSP) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.91M+ 19850.85% |
$18.9M - $20.9M
|
1.91M
$129M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
681K+ 345.62% |
$6.77M - $7.49M
|
878K
$59.2M
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
450KNew |
$4.47M - $4.95M
|
450K
$30.4M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
314K+ 1854.62% |
$3.12M - $3.45M
|
331K
$22.3M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
238KNew |
$2.36M - $2.62M
|
238K
$16.1M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
238KNew |
$2.36M - $2.62M
|
238K
$16.1M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
194K+ 40.45% |
$1.92M - $2.13M
|
672K
$45.3M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
172KNew |
$1.7M - $1.89M
|
172K
$11.6M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
54.3K+ 37.27% |
$539K - $597K
|
200K
$13.5M
|
|
Aug 11, 2023
Q2 2023
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
52.9KNew |
$525K - $581K
|
52.9K
$3.57M
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
46.7K+ 10.39% |
$464K - $513K
|
496K
$33.5M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.9K+ 5.7% |
$356K - $394K
|
665K
$44.8M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
24.4K+ 280.42% |
$242K - $268K
|
33K
$2.23M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.1K+ 4.78% |
$239K - $265K
|
528K
$35.6M
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
22.9KNew |
$227K - $251K
|
22.9K
$1.54M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.1KNew |
$150K - $166K
|
15.1K
$1.02M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.5K+ 83.49% |
$124K - $138K
|
27.5K
$1.86M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.67K+ 13.43% |
$76.1K - $84.3K
|
64.7K
$4.37M
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
6.73KNew |
$66.8K - $73.9K
|
6.73K
$454K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.41K+ 0.55% |
$53.7K - $59.5K
|
985K
$66.4M
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.39K+ 1.58% |
$43.6K - $48.2K
|
282K
$19M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.91K+ 3.42% |
$38.8K - $43K
|
118K
$7.97M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3.77KNew |
$37.4K - $41.4K
|
3.77K
$254K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.65K+ 0.34% |
$36.2K - $40.1K
|
1.09M
$73.4M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.63KNew |
$36K - $39.8K
|
3.63K
$244K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.43K+ 4.51% |
$24.1K - $26.7K
|
56.4K
$3.8M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.2K+ 5.22% |
$21.8K - $24.2K
|
44.4K
$2.99M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.25K+ 12.5% |
$12.5K - $13.8K
|
11.3K
$761K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
838+ 1.19% |
$8.32K - $9.21K
|
71.1K
$4.79M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
770+ 7.78% |
$7.65K - $8.46K
|
10.7K
$720K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
700New |
$6.95K - $7.69K
|
700
$47.2K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
291+ 17.38% |
$2.89K - $3.2K
|
1.97K
$133K
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
200+ 0.97% |
$1.99K - $2.2K
|
20.8K
$1.4M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
196New |
$1.95K - $2.15K
|
196
$13.2K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164New |
$1.63K - $1.8K
|
164
$11.1K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150New |
$1.49K - $1.65K
|
150
$10.1K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
67New |
$665 - $736
|
67
$4.52K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18+ 0.85% |
$179 - $198
|
2.15K
$145K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.92% |
$49.7 - $55
|
266
$17.9K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-53- 19.27% |
$526 - $582
|
222
$15K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-53- 19.27% |
$526 - $582
|
222
$15K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-537- 11.75% |
$5.33K - $5.9K
|
4.03K
$272K
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-581- 43.98% |
$5.77K - $6.39K
|
740
$49.9K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-825- 4.19% |
$8.19K - $9.07K
|
18.9K
$1.27M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-986- 24.45% |
$9.79K - $10.8K
|
3.05K
$205K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.36K- 5.05% |
$13.5K - $15K
|
25.6K
$1.73M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.47K- 31.58% |
$14.6K - $16.2K
|
3.19K
$215K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.66K- 2.97% |
$16.5K - $18.2K
|
54.3K
$3.66M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.14K- 15.03% |
$21.2K - $23.5K
|
12.1K
$815K
|