Purchases and Sales Made in Q4 2022 in Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.1K+ 87.2% |
$1.4M - $1.4M
|
120K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4K+ 76.45% |
$558K - $559K
|
51.7K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.4K+ 32.59% |
$508K - $510K
|
83K
$2.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.37K+ 55.34% |
$134K - $134K
|
15.1K
$374K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
5.26K+ 27.78% |
$131K - $131K
|
24.2K
$601K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.32K+ 2.14% |
$82.6K - $82.9K
|
158K
$3.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.33K+ 5.59% |
$58.1K - $58.3K
|
44.1K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 212.89% |
$25.5K - $25.6K
|
1.51K
$37.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
800New |
$19.9K - $20K
|
800
$19.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
724New |
$18K - $18.1K
|
724
$18K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
689+ 4.18% |
$17.1K - $17.2K
|
17.2K
$426K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-221Closed |
$5.5K - $5.52K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-734- 56.42% |
$18.3K - $18.3K
|
567
$14.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.69K- 3.32% |
$42.1K - $42.2K
|
49.3K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2.43K- 75.91% |
$60.5K - $60.6K
|
771
$19.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.5K- 28.56% |
$62.2K - $62.4K
|
6.25K
$155K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-11.3K- 7.68% |
$282K - $283K
|
136K
$3.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.1K- 24.68% |
$750K - $752K
|
91.9K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.3K- 83.91% |
$1.25M - $1.25M
|
9.64K
$239K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95.9K- 35.48% |
$2.39M - $2.39M
|
174K
$4.33M
|