Purchases and Sales Made in Q1 2021 in Invesco Exchange Traded Fd Tr (PTF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTF) during Q1 2021. 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 |
---|---|---|---|---|---|---|---|
Apr 26, 2021
Q1 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
56.5KNew |
$2.46M - $3.26M
|
56.5K
$3.74M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.72KNew |
$336K - $445K
|
7.72K
$510K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.44K+ 41.82% |
$281K - $372K
|
21.9K
$1.45M
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.53KNew |
$241K - $319K
|
5.53K
$366K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.16K+ 5.78% |
$181K - $240K
|
76.2K
$5.04M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.39K+ 12.97% |
$104K - $138K
|
20.8K
$1.38M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.77K+ 34.52% |
$77.1K - $102K
|
6.89K
$456K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.76KNew |
$76.8K - $102K
|
1.76K
$117K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.7K+ 19.33% |
$73.9K - $97.8K
|
10.5K
$693K
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$71.7K - $94.9K
|
1.65K
$109K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.4KNew |
$61.1K - $80.8K
|
1.4K
$92.7K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
800New |
$34.8K - $46.1K
|
800
$52.9K
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
757+ 5.96% |
$33K - $43.6K
|
13.5K
$891K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
671+ 73.41% |
$29.2K - $38.7K
|
1.59K
$105K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
652+ 16.34% |
$28.4K - $37.6K
|
4.64K
$307K
|
|
Apr 21, 2021
Q1 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
265+ 5.93% |
$11.5K - $15.3K
|
4.74K
$313K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
212New |
$9.23K - $12.2K
|
212
$14K
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$8.71K - $11.5K
|
200
$13.2K
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
141New |
$6.14K - $8.13K
|
141
$9.33K
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
63+ 31.66% |
$2.74K - $3.63K
|
262
$17.3K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
50New |
$2.18K - $2.88K
|
50
$3.31K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
49New |
$2.13K - $2.83K
|
49
$3.24K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23+ 1.44% |
$1K - $1.33K
|
1.62K
$107K
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10New |
$436 - $577
|
10
$662
|
|
May 13, 2021
Q1 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
10+ 500.0% |
$436 - $577
|
12
$794
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
BUY
|
- |
9New |
$392 - $519
|
9
$595
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-18- 0.14% |
$784 - $1.04K
|
12.5K
$827K
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-25- 1.56% |
$1.09K - $1.44K
|
1.57K
$104K
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-28- 1.34% |
$1.22K - $1.61K
|
2.06K
$137K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-29- 58.0% |
$1.26K - $1.67K
|
21
$1.39K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-99- 2.81% |
$4.31K - $5.71K
|
3.42K
$226K
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-116- 7.49% |
$5.05K - $6.69K
|
1.43K
$94.8K
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-128- 0.43% |
$5.58K - $7.38K
|
29.4K
$1.94M
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-298Closed |
$13K - $17.2K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-331- 87.8% |
$14.4K - $19.1K
|
46
$3.04K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-506- 16.24% |
$22K - $29.2K
|
2.61K
$173K
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-585- 4.55% |
$25.5K - $33.7K
|
12.3K
$812K
|
|
May 07, 2021
Q1 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-613- 19.45% |
$26.7K - $35.3K
|
2.54K
$168K
|
|
May 17, 2021
Q1 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-678Closed |
$29.5K - $39.1K
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-842Closed |
$36.7K - $48.5K
|
0
$0
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
SELL
|
- |
-1.48K- 31.35% |
$64.6K - $85.6K
|
3.25K
$215K
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.7KClosed |
$74.2K - $98.2K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 17.5% |
$75.3K - $99.7K
|
8.15K
$539K
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.88KClosed |
$81.9K - $108K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.05KClosed |
$89.3K - $118K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.06KClosed |
$89.7K - $119K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.18KClosed |
$94.8K - $126K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-2.86KClosed |
$125K - $165K
|
0
$0
|