Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PTF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTF) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
300KNew |
$18.7M - $24.1M
|
300K
$21.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
69.2KNew |
$4.31M - $5.57M
|
69.2K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.7K+ 11.46% |
$4.1M - $5.29M
|
639K
$45.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.4K+ 49.13% |
$3.2M - $4.13M
|
156K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.5K+ 8.75% |
$3.14M - $4.06M
|
627K
$44.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
49.8K+ 50.43% |
$3.11M - $4.01M
|
149K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
37.4KNew |
$2.33M - $3.01M
|
37.4K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.5K+ 30.83% |
$1.77M - $2.29M
|
121K
$8.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22.8KNew |
$1.42M - $1.83M
|
22.8K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.63K+ 4.03% |
$600K - $775K
|
248K
$17.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.67KNew |
$478K - $617K
|
7.67K
$547K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.28KNew |
$391K - $505K
|
6.28K
$448K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.41K+ 57.87% |
$337K - $435K
|
14.8K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.83K+ 3.78% |
$301K - $389K
|
133K
$9.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.49KNew |
$280K - $361K
|
4.49K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.44KNew |
$214K - $277K
|
3.44K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.32KNew |
$207K - $267K
|
3.32K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.26KNew |
$203K - $262K
|
3.26K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
3.15KNew |
$196K - $253K
|
3.15K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.13KNew |
$195K - $252K
|
3.13K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.01KNew |
$188K - $243K
|
3.01K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3KNew |
$187K - $241K
|
3K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.8KNew |
$175K - $226K
|
2.8K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.39K+ 34.66% |
$149K - $192K
|
9.29K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.5KNew |
$93.5K - $121K
|
1.5K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.45K+ 2.46% |
$90.2K - $116K
|
60.2K
$4.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04K+ 5.58% |
$64.8K - $83.6K
|
19.7K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.02K+ 15.47% |
$63.4K - $81.8K
|
7.59K
$541K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.01K+ 143.3% |
$62.7K - $81K
|
1.71K
$122K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
769+ 20.39% |
$47.9K - $61.9K
|
4.54K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
758+ 8.35% |
$47.2K - $61K
|
9.84K
$701K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
393+ 0.36% |
$24.5K - $31.6K
|
110K
$7.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
124New |
$7.73K - $9.98K
|
124
$8.84K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$6.23K - $8.05K
|
100
$7.13K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
95+ 2.16% |
$5.92K - $7.64K
|
4.48K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
68New |
$4.24K - $5.47K
|
68
$4.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46+ 0.2% |
$2.87K - $3.7K
|
23.4K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
39New |
$2.43K - $3.14K
|
39
$2.78K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
35New |
$2.18K - $2.82K
|
35
$2.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9+ 0.18% |
$561 - $724
|
4.98K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$62.3 - $80.5
|
1
$71.3
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-43- 0.44% |
$2.68K - $3.46K
|
9.69K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50- 0.03% |
$3.12K - $4.02K
|
163K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-59- 75.64% |
$3.68K - $4.75K
|
19
$1.35K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-100- 1.76% |
$6.23K - $8.05K
|
5.58K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-104- 0.95% |
$6.48K - $8.37K
|
10.8K
$771K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-148- 0.94% |
$9.22K - $11.9K
|
15.6K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150- 0.45% |
$9.35K - $12.1K
|
33.3K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-196- 0.58% |
$12.2K - $15.8K
|
33.7K
$2.4M
|