Purchases and Sales Made in Q2 2024 in Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO VRDO TAX-FREE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
103KNew |
$2.55M - $2.56M
|
103K
$2.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
28.7KNew |
$711K - $715K
|
28.7K
$713K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.6KNew |
$261K - $263K
|
10.6K
$262K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.97KNew |
$247K - $248K
|
9.97K
$248K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.13K+ 13.12% |
$201K - $202K
|
70.1K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.3K+ 50.17% |
$56.9K - $57.1K
|
6.88K
$171K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.03K+ 24.36% |
$50.2K - $50.5K
|
10.4K
$257K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
787+ 5.34% |
$19.5K - $19.6K
|
15.5K
$386K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
497New |
$12.3K - $12.4K
|
497
$12.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
356+ 0.91% |
$8.81K - $8.85K
|
39.6K
$984K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
242+ 0.09% |
$5.99K - $6.02K
|
258K
$6.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100New |
$2.48K - $2.49K
|
100
$2.48K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.73% |
$74.3 - $74.6
|
414
$10.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2- -0.0% |
$49.5 - $49.7
|
41.7K
$1.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-132- 1.46% |
$3.27K - $3.28K
|
8.91K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-431- 99.54% |
$10.7K - $10.7K
|
2
$49.7
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-592- 6.01% |
$14.7K - $14.7K
|
9.26K
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-606- 2.15% |
$15K - $15.1K
|
27.6K
$685K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-965- 7.96% |
$23.9K - $24K
|
11.2K
$277K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.08K- 7.24% |
$26.8K - $26.9K
|
13.9K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.93K- 9.95% |
$196K - $197K
|
71.8K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.5K- 25.93% |
$286K - $287K
|
33K
$818K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.5K- 25.93% |
$286K - $287K
|
33K
$818K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-92.8K- 90.08% |
$2.3M - $2.31M
|
10.2K
$254K
|