Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PTH)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTH) during Q4 2021. 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 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.8K+ 1601.28% |
$3.49M - $4.02M
|
77.3K
$3.2M
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20.3KNew |
$974K - $1.12M
|
20.3K
$841K
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
19.9KNew |
$951K - $1.1M
|
19.9K
$822K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.84K+ 312.38% |
$471K - $543K
|
13K
$538K
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
7.91K+ 21.98% |
$379K - $437K
|
43.9K
$1.82M
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.86KNew |
$185K - $213K
|
3.86K
$160K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
2.71K+ 22.19% |
$130K - $149K
|
14.9K
$617K
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.05KNew |
$98K - $113K
|
2.05K
$84.7K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.78K+ 1.31% |
$85.1K - $98.1K
|
138K
$5.7M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.41K+ 1.36% |
$67.7K - $78K
|
105K
$4.36M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32KNew |
$63.4K - $73K
|
1.32K
$54.8K
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
846New |
$40.5K - $46.7K
|
846
$35K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
825+ 10.61% |
$39.5K - $45.5K
|
8.6K
$356K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
686+ 9.3% |
$32.9K - $37.9K
|
8.06K
$334K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
322New |
$15.4K - $17.8K
|
322
$13.3K
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
261+ 0.85% |
$12.5K - $14.4K
|
30.9K
$1.28M
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
187+ 3.56% |
$8.96K - $10.3K
|
5.44K
$225K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
177+ 33.97% |
$8.48K - $9.77K
|
698
$28.9K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
82+ 4.95% |
$3.93K - $4.53K
|
1.74K
$72K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77+ 5.12% |
$3.69K - $4.25K
|
1.58K
$65.4K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
62+ 0.71% |
$2.97K - $3.42K
|
8.83K
$366K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
62+ 41.33% |
$2.97K - $3.42K
|
212
$8.77K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
53+ 58.24% |
$2.54K - $2.93K
|
144
$5.96K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
45New |
$2.16K - $2.48K
|
45
$1.86K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
34+ 2.34% |
$1.63K - $1.88K
|
1.49K
$61.5K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
33+ 0.86% |
$1.58K - $1.82K
|
3.87K
$160K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.54% |
$335 - $386
|
1.29K
$53.5K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-17- 3.7% |
$814 - $938
|
443
$18.3K
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-30- 2.07% |
$1.44K - $1.66K
|
1.42K
$58.8K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49- 0.62% |
$2.35K - $2.7K
|
7.82K
$324K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-67- 7.6% |
$3.21K - $3.7K
|
815
$33.7K
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-103- 1.79% |
$4.93K - $5.69K
|
5.66K
$234K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-110- 3.37% |
$5.27K - $6.07K
|
3.15K
$130K
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-110Closed |
$5.27K - $6.07K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-150Closed |
$7.19K - $8.28K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-150- 1.59% |
$7.19K - $8.28K
|
9.3K
$385K
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-167- 19.62% |
$8K - $9.22K
|
684
$28.3K
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-199- 2.08% |
$9.53K - $11K
|
9.35K
$387K
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-240- 2.39% |
$11.5K - $13.2K
|
9.81K
$406K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-297- 24.21% |
$14.2K - $16.4K
|
930
$38.5K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-304- 0.74% |
$14.6K - $16.8K
|
40.6K
$1.68M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-324Closed |
$15.5K - $17.9K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-368- 24.8% |
$17.6K - $20.3K
|
1.12K
$46.2K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-543- 30.75% |
$26K - $30K
|
1.22K
$50.6K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-723- 25.81% |
$34.6K - $39.9K
|
2.08K
$86K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-801Closed |
$38.4K - $44.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-812- 42.87% |
$38.9K - $44.8K
|
1.08K
$44.8K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-899- 37.04% |
$43.1K - $49.6K
|
1.53K
$63.2K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-920- 72.73% |
$44.1K - $50.8K
|
345
$14.3K
|