Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PTH)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 163.53% |
$4.02M - $14.7M
|
196K
$8.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
116K+ 81.87% |
$3.85M - $14.1M
|
258K
$10.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
76.9K+ 814.16% |
$2.54M - $9.32M
|
86.4K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61K+ 173.56% |
$2.02M - $7.4M
|
96.2K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.4K+ 561.89% |
$1.33M - $4.89M
|
47.6K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
38.2K+ 187.86% |
$1.26M - $4.63M
|
58.5K
$2.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 166.97% |
$1.14M - $4.2M
|
55.4K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.7K+ 168.34% |
$917K - $3.36M
|
44.2K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.4K+ 192.44% |
$874K - $3.2M
|
40.2K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.2K+ 428.56% |
$800K - $2.93M
|
29.9K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.3K+ 277.7% |
$671K - $2.46M
|
27.6K
$1.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
18.9K+ 158.78% |
$626K - $2.29M
|
30.8K
$1.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
16.3K+ 185.73% |
$538K - $1.97M
|
25K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14K+ 157.05% |
$461K - $1.69M
|
22.8K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.4K+ 203.03% |
$443K - $1.62M
|
20K
$828K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.5K+ 193.64% |
$379K - $1.39M
|
17.4K
$719K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.2K+ 391.24% |
$338K - $1.24M
|
12.8K
$531K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.69K+ 109.54% |
$320K - $1.17M
|
18.5K
$767K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.17K+ 194.01% |
$270K - $990K
|
12.4K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8K+ 191.04% |
$264K - $969K
|
12.2K
$504K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
7.4K+ 202.49% |
$244K - $896K
|
11K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.27K+ 200.0% |
$240K - $880K
|
10.9K
$451K
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.12K+ 221.24% |
$235K - $862K
|
10.3K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.42KNew |
$212K - $778K
|
6.42K
$266K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
6.01K+ 154.87% |
$199K - $729K
|
9.89K
$410K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.52K+ 201.2% |
$182K - $669K
|
8.26K
$342K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
BUY
|
- |
5.39K+ 199.45% |
$178K - $653K
|
8.09K
$335K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.21K+ 166.44% |
$172K - $631K
|
8.34K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.04K+ 178.04% |
$166K - $610K
|
7.86K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.78K+ 200.0% |
$158K - $579K
|
7.16K
$297K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.73KNew |
$156K - $573K
|
4.73K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.7K+ 186.92% |
$155K - $570K
|
7.22K
$299K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.68K+ 274.55% |
$155K - $567K
|
6.39K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.32K+ 174.56% |
$143K - $524K
|
6.8K
$281K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.8K+ 162.7% |
$126K - $460K
|
6.13K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.69K+ 200.0% |
$122K - $448K
|
5.54K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.25K+ 95.56% |
$107K - $394K
|
6.65K
$275K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3KNew |
$99.2K - $364K
|
3K
$124K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.55K+ 156.56% |
$84.4K - $309K
|
4.18K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2K+ 200.0% |
$66.1K - $242K
|
3K
$124K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
968+ 200.0% |
$32K - $117K
|
1.45K
$60.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
930+ 104.73% |
$30.7K - $113K
|
1.82K
$75.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
890+ 200.0% |
$29.4K - $108K
|
1.34K
$55.3K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
818+ 200.0% |
$27K - $99.1K
|
1.23K
$50.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
650+ 200.0% |
$21.5K - $78.8K
|
975
$40.4K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
600+ 200.0% |
$19.8K - $72.7K
|
900
$37.3K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
480+ 164.38% |
$15.9K - $58.2K
|
772
$32K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
455+ 455.0% |
$15K - $55.1K
|
555
$23K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
400+ 200.0% |
$13.2K - $48.5K
|
600
$24.8K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
290+ 31.87% |
$9.59K - $35.1K
|
1.2K
$49.7K
|