Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PTF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTF) 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
89.2K+ 71906.45% |
$10.6M - $13.1M
|
89.3K
$6.73M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.5K+ 792.13% |
$5.28M - $6.55M
|
50.1K
$3.78M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32K+ 72.15% |
$3.8M - $4.72M
|
76.4K
$5.76M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6KNew |
$2.1M - $2.6M
|
17.6K
$1.33M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.7K+ 10.63% |
$1.63M - $2.02M
|
143K
$10.8M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.85K+ 80.39% |
$1.17M - $1.45M
|
22.1K
$1.67M
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
9.72K+ 428.94% |
$1.16M - $1.43M
|
12K
$904K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.81KNew |
$690K - $855K
|
5.81K
$438K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.32K+ 65.14% |
$632K - $784K
|
13.5K
$1.02M
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.88KNew |
$580K - $718K
|
4.88K
$368K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.17K+ 21.46% |
$495K - $614K
|
23.6K
$1.78M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.04K+ 33.97% |
$480K - $595K
|
15.9K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.92K+ 3.37% |
$465K - $577K
|
120K
$9.06M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.9K+ 62.45% |
$463K - $574K
|
10.1K
$765K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.15KNew |
$375K - $464K
|
3.15K
$238K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.86K+ 113.78% |
$339K - $420K
|
5.37K
$404K
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.6KNew |
$309K - $383K
|
2.6K
$196K
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.6KNew |
$309K - $383K
|
2.6K
$196K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.44K+ 37.16% |
$290K - $360K
|
9.02K
$680K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.72KNew |
$205K - $254K
|
1.72K
$130K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.58K+ 27.92% |
$188K - $233K
|
7.26K
$547K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.57K+ 44.35% |
$187K - $232K
|
5.12K
$386K
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$178K - $221K
|
1.5K
$113K
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.49KNew |
$177K - $219K
|
1.49K
$112K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.41KNew |
$167K - $208K
|
1.41K
$106K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.38KNew |
$164K - $203K
|
1.38K
$104K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.26K+ 16.42% |
$149K - $185K
|
8.9K
$671K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
764+ 7.53% |
$90.8K - $112K
|
10.9K
$823K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
521+ 5.45% |
$61.9K - $76.7K
|
10.1K
$760K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
506+ 0.95% |
$60.1K - $74.5K
|
53.6K
$4.04M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 93.81% |
$59.4K - $73.6K
|
1.03K
$77.9K
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
370+ 5.29% |
$44K - $54.5K
|
7.36K
$555K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
300New |
$35.6K - $44.2K
|
300
$22.6K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
273+ 8.15% |
$32.4K - $40.2K
|
3.62K
$273K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
185+ 3.93% |
$22K - $27.2K
|
4.89K
$369K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 3.97% |
$17.8K - $22.1K
|
3.92K
$296K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
137+ 0.69% |
$16.3K - $20.2K
|
20K
$1.5M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
96+ 3.22% |
$11.4K - $14.1K
|
3.08K
$232K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30New |
$3.56K - $4.42K
|
30
$2.26K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
26+ 36.62% |
$3.09K - $3.83K
|
97
$7.31K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$119 - $147
|
1
$75.4
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5- 0.06% |
$594 - $736
|
8.1K
$611K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20- 0.85% |
$2.38K - $2.94K
|
2.33K
$175K
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-93- 0.33% |
$11K - $13.7K
|
28.3K
$2.14M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-295- 81.04% |
$35K - $43.4K
|
69
$5.2K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-329- 5.81% |
$39.1K - $48.4K
|
5.33K
$402K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-604- 4.84% |
$71.7K - $88.9K
|
11.9K
$895K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.2K- 20.21% |
$142K - $176K
|
4.73K
$356K
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.19KClosed |
$261K - $323K
|
0
$0
|