Purchases and Sales Made in Q3 2023 in Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.7KNew |
$983K - $989K
|
39.7K
$985K
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
19.3KNew |
$478K - $481K
|
19.3K
$479K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17.5KNew |
$433K - $436K
|
17.5K
$434K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
9.4KNew |
$233K - $234K
|
9.4K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.35KNew |
$232K - $233K
|
9.35K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.7K+ 3.32% |
$66.9K - $67.3K
|
84K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
978+ 6.53% |
$24.2K - $24.4K
|
16K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
850New |
$21.1K - $21.2K
|
850
$21.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
850+ 170.0% |
$21.1K - $21.2K
|
1.35K
$33.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
817+ 54.29% |
$20.3K - $20.4K
|
2.32K
$57.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
773+ 400.52% |
$19.2K - $19.3K
|
966
$24K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
254+ 2.77% |
$6.3K - $6.33K
|
9.44K
$234K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-345- 3.89% |
$8.55K - $8.6K
|
8.53K
$212K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-545- 3.57% |
$13.5K - $13.6K
|
14.7K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-963- 1.04% |
$23.9K - $24K
|
91.4K
$2.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.35K- 21.87% |
$82.9K - $83.4K
|
12K
$297K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.64K- 5.04% |
$115K - $116K
|
87.4K
$2.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4.83K- 3.7% |
$120K - $120K
|
126K
$3.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.99K- 22.87% |
$148K - $149K
|
20.2K
$501K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11K- 18.88% |
$274K - $275K
|
47.4K
$1.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.5K- 27.85% |
$384K - $387K
|
40.2K
$997K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-107K- 90.79% |
$2.65M - $2.67M
|
10.9K
$270K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-127K- 84.73% |
$3.15M - $3.16M
|
22.9K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-235K- 88.62% |
$5.83M - $5.86M
|
30.2K
$750K
|