Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PTH)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTH) 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
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 8.96% |
$1.3M - $1.44M
|
142K
$5.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10K+ 144.88% |
$1.12M - $1.24M
|
17K
$702K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.15K+ 42.59% |
$462K - $513K
|
13.9K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.22KNew |
$358K - $398K
|
3.22K
$133K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.83KNew |
$315K - $350K
|
2.83K
$117K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.61KNew |
$291K - $323K
|
2.61K
$108K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.71KNew |
$190K - $211K
|
1.71K
$70.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
650+ 62.02% |
$72.3K - $80.4K
|
1.7K
$70.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
528+ 1.52% |
$58.7K - $65.3K
|
35.2K
$1.46M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
510+ 127.5% |
$56.7K - $63K
|
910
$37.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
510+ 127.5% |
$56.7K - $63K
|
910
$37.7K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
409New |
$45.5K - $50.6K
|
409
$16.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
307New |
$34.1K - $38K
|
307
$12.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
125New |
$13.9K - $15.5K
|
125
$5.17K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
122+ 3.46% |
$13.6K - $15.1K
|
3.65K
$151K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105+ 3.19% |
$11.7K - $13K
|
3.4K
$141K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65+ 2.86% |
$7.23K - $8.04K
|
2.34K
$96.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 3.16% |
$5.56K - $6.18K
|
1.63K
$67.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
49+ 0.84% |
$5.45K - $6.06K
|
5.92K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43+ 1.03% |
$4.78K - $5.32K
|
4.21K
$174K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35+ 0.84% |
$3.89K - $4.33K
|
4.19K
$173K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
25New |
$2.78K - $3.09K
|
25
$1.03K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 10.42% |
$556 - $618
|
53
$2.19K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 33.33% |
$111 - $124
|
2
$82.8
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.32% |
$667 - $742
|
1.84K
$76.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-22- 1.15% |
$2.45K - $2.72K
|
1.9K
$78.6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24- 7.59% |
$2.67K - $2.97K
|
292
$12.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25- 0.15% |
$2.78K - $3.09K
|
16.5K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-45- 75.0% |
$5K - $5.56K
|
15
$621
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54- 0.61% |
$6.01K - $6.68K
|
8.85K
$366K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-123- 3.78% |
$13.7K - $15.2K
|
3.13K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-143- 5.38% |
$15.9K - $17.7K
|
2.52K
$104K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-268- 2.97% |
$29.8K - $33.1K
|
8.76K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-345- 27.98% |
$38.4K - $42.6K
|
888
$36.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-520- 4.73% |
$57.8K - $64.3K
|
10.5K
$434K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-934- 9.51% |
$104K - $115K
|
8.89K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.01K- 68.51% |
$112K - $124K
|
462
$19.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.23K- 25.35% |
$137K - $153K
|
3.63K
$150K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.26K- 33.78% |
$140K - $156K
|
2.48K
$102K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.62K- 10.54% |
$180K - $200K
|
13.7K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.93K- 22.58% |
$214K - $238K
|
6.6K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.96K- 4.92% |
$218K - $242K
|
37.8K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.06K- 14.74% |
$229K - $255K
|
11.9K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.19K- 23.33% |
$243K - $270K
|
7.18K
$297K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.74K- 27.23% |
$304K - $338K
|
7.31K
$302K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.82K- 59.18% |
$314K - $349K
|
1.95K
$80.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.25K- 4.18% |
$361K - $402K
|
74.4K
$3.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.31K- 17.47% |
$479K - $532K
|
20.3K
$842K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.97K- 46.82% |
$553K - $615K
|
5.65K
$234K
|