Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PTH)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTH) during Q4 2022. 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 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.49KNew |
$138K - $442K
|
3.49K
$144K
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.31K+ 18.44% |
$131K - $420K
|
21.3K
$880K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.29K+ 30.97% |
$130K - $417K
|
13.9K
$575K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.14K+ 92.73% |
$84.7K - $272K
|
4.45K
$184K
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.87K+ 13.42% |
$73.8K - $237K
|
15.8K
$654K
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.85KNew |
$73K - $234K
|
1.85K
$76.5K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.27K+ 10.33% |
$50.3K - $161K
|
13.6K
$563K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.1K+ 105.96% |
$43.5K - $140K
|
2.14K
$88.7K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
763+ 12.99% |
$30.1K - $96.7K
|
6.64K
$275K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
719New |
$28.4K - $91.1K
|
719
$29.8K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
580New |
$22.9K - $73.5K
|
580
$24K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
403+ 1612.0% |
$15.9K - $51.1K
|
428
$17.7K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
233+ 7.21% |
$9.21K - $29.5K
|
3.47K
$143K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
135+ 0.77% |
$5.33K - $17.1K
|
17.7K
$734K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
90+ 45.0% |
$3.56K - $11.4K
|
290
$12K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
49New |
$1.94K - $6.21K
|
49
$2.03K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40New |
$1.58K - $5.07K
|
40
$1.66K
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
29New |
$1.15K - $3.68K
|
29
$1.2K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 1.39% |
$1.07K - $3.42K
|
1.96K
$81.2K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 1.39% |
$1.07K - $3.42K
|
1.96K
$81.2K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 3.13% |
$158 - $507
|
132
$5.46K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 25.0% |
$39.5 - $127
|
5
$207
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5- 0.12% |
$198 - $634
|
4K
$165K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8- 0.29% |
$316 - $1.01K
|
2.75K
$114K
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.24% |
$869 - $2.79K
|
9.03K
$374K
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-31- 1.59% |
$1.22K - $3.93K
|
1.92K
$79.5K
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-59- 0.44% |
$2.33K - $7.48K
|
13.2K
$548K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-73- 2.05% |
$2.88K - $9.25K
|
3.49K
$145K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-76- 62.81% |
$3K - $9.63K
|
45
$1.86K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-100- 1.4% |
$3.95K - $12.7K
|
7.02K
$291K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-105- 0.37% |
$4.15K - $13.3K
|
28.3K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-185- 12.25% |
$7.31K - $23.4K
|
1.33K
$54.8K
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-205- 6.0% |
$8.1K - $26K
|
3.21K
$133K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-285- 10.88% |
$11.3K - $36.1K
|
2.34K
$96.6K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-346- 5.53% |
$13.7K - $43.9K
|
5.91K
$245K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-440- 14.17% |
$17.4K - $55.8K
|
2.67K
$110K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-473- 22.26% |
$18.7K - $60K
|
1.65K
$68.4K
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-500- 3.62% |
$19.8K - $63.4K
|
13.3K
$551K
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-500- 18.55% |
$19.8K - $63.4K
|
2.2K
$90.9K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-577- 82.66% |
$22.8K - $73.1K
|
121
$5.01K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-602- 1.49% |
$23.8K - $76.3K
|
39.9K
$1.65M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-850- 7.32% |
$33.6K - $108K
|
10.8K
$446K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 7.34% |
$47.3K - $152K
|
15.1K
$625K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.49K- 12.24% |
$58.8K - $188K
|
10.7K
$441K
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.22K- 5.01% |
$87.9K - $282K
|
42.2K
$1.75M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.49K- 6.32% |
$98.3K - $315K
|
36.9K
$1.53M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.09K- 50.0% |
$122K - $392K
|
3.09K
$128K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.19K- 41.9% |
$126K - $405K
|
4.43K
$183K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.03K- 4.13% |
$159K - $511K
|
93.7K
$3.88M
|