Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PTF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.65KNew |
$848K - $1M
|
7.65K
$584K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.25KNew |
$693K - $817K
|
6.25K
$477K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.58K+ 22.55% |
$396K - $467K
|
19.4K
$1.48M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.19KNew |
$243K - $287K
|
2.19K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 25.04% |
$225K - $266K
|
10.2K
$775K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.54KNew |
$171K - $201K
|
1.54K
$118K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.52K+ 5.64% |
$168K - $198K
|
28.4K
$2.17M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.29K+ 37.57% |
$142K - $168K
|
4.71K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 2.67% |
$128K - $151K
|
44.4K
$3.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
825+ 660.0% |
$91.5K - $108K
|
950
$72.5K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
809+ 16.68% |
$89.7K - $106K
|
5.66K
$432K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
784+ 6.84% |
$86.9K - $103K
|
12.3K
$935K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
529+ 8.19% |
$58.7K - $69.2K
|
6.99K
$533K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
500+ 20.17% |
$55.4K - $65.4K
|
2.98K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
259+ 0.2% |
$28.7K - $33.9K
|
129K
$9.86M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
240+ 4.22% |
$26.6K - $31.4K
|
5.93K
$452K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
216+ 6.45% |
$24K - $28.2K
|
3.57K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
117+ 2.11% |
$13K - $15.3K
|
5.67K
$433K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
72New |
$7.98K - $9.41K
|
72
$5.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
71New |
$7.87K - $9.28K
|
71
$5.42K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
33+ 37.08% |
$3.66K - $4.31K
|
122
$9.31K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21New |
$2.33K - $2.75K
|
21
$1.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 2.9% |
$1.66K - $1.96K
|
533
$40.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13- 0.16% |
$1.44K - $1.7K
|
8.03K
$613K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-44- 5.53% |
$4.88K - $5.75K
|
751
$57.3K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-49- 0.4% |
$5.43K - $6.41K
|
12.3K
$939K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-57- 1.57% |
$6.32K - $7.45K
|
3.57K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-71- 36.41% |
$7.87K - $9.28K
|
124
$9.46K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-78- 5.44% |
$8.65K - $10.2K
|
1.36K
$103K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-90- 4.52% |
$9.98K - $11.8K
|
1.9K
$145K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-100- 3.96% |
$11.1K - $13.1K
|
2.42K
$185K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-190- 1.95% |
$21.1K - $24.8K
|
9.56K
$730K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-193- 3.32% |
$21.4K - $25.2K
|
5.62K
$429K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-216- 6.06% |
$24K - $28.2K
|
3.35K
$256K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-226- 3.32% |
$25.1K - $29.5K
|
6.58K
$502K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-290- 25.99% |
$32.2K - $37.9K
|
826
$63K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-330- 49.11% |
$36.6K - $43.1K
|
342
$26.1K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-701- 22.99% |
$77.7K - $91.7K
|
2.35K
$179K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-705- 5.59% |
$78.2K - $92.2K
|
11.9K
$909K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-713- 1.32% |
$79.1K - $93.2K
|
53.1K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.16K- 5.55% |
$129K - $152K
|
19.8K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.91K- 10.76% |
$323K - $381K
|
24.2K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.35K- 14.54% |
$372K - $438K
|
19.7K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.23K- 67.09% |
$579K - $683K
|
2.56K
$196K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.23K- 67.09% |
$579K - $683K
|
2.56K
$196K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.71K- 61.69% |
$634K - $747K
|
3.55K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.89K- 41.89% |
$653K - $770K
|
8.17K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.69K- 5.44% |
$742K - $875K
|
116K
$8.87M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.95K- 73.46% |
$770K - $908K
|
2.51K
$192K
|