Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PXI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PXI) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
76.1KNew |
$3.14M - $3.51M
|
76.1K
$3.27M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.2K+ 33.57% |
$2.49M - $2.77M
|
239K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
54.8KNew |
$2.27M - $2.53M
|
54.8K
$2.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.9K+ 110.82% |
$740K - $825K
|
34K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$458K - $511K
|
11.1K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.72K+ 36.59% |
$319K - $356K
|
28.8K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.69K+ 53.31% |
$318K - $354K
|
22.1K
$951K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.68KNew |
$235K - $262K
|
5.68K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.9KNew |
$202K - $226K
|
4.9K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.5K+ 10.95% |
$186K - $207K
|
45.6K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.12K+ 12.37% |
$129K - $144K
|
28.4K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.03K+ 20.84% |
$125K - $140K
|
17.6K
$755K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 6.58% |
$72.8K - $81.2K
|
28.5K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.51KNew |
$62.3K - $69.5K
|
1.51K
$64.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
655+ 4.33% |
$27.1K - $30.2K
|
15.8K
$680K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
600New |
$24.8K - $27.7K
|
600
$25.8K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
500New |
$20.7K - $23.1K
|
500
$21.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
14+ 0.12% |
$579 - $645
|
11.5K
$495K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.53% |
$41.3 - $46.1
|
191
$8.22K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-23- 50.0% |
$951 - $1.06K
|
23
$990
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-43- 40.57% |
$1.78K - $1.98K
|
63
$2.71K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-188- 2.35% |
$7.77K - $8.67K
|
7.82K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-236- 23.81% |
$9.75K - $10.9K
|
755
$32.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-238- 1.86% |
$9.84K - $11K
|
12.6K
$541K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 23.08% |
$12.4K - $13.8K
|
1K
$43K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-642- 2.21% |
$26.5K - $29.6K
|
28.4K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.68K- 1.11% |
$111K - $123K
|
239K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.86K- 9.18% |
$118K - $132K
|
28.3K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.56K- 36.17% |
$147K - $164K
|
6.28K
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.57K- 2.41% |
$147K - $164K
|
144K
$6.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.65K- 6.21% |
$316K - $353K
|
116K
$4.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.1K- 15.39% |
$419K - $468K
|
55.8K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.3K- 96.1% |
$590K - $658K
|
580
$25K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.9K- 28.09% |
$615K - $686K
|
38.1K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-28K- 9.03% |
$1.16M - $1.29M
|
282K
$12.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-202K- 90.81% |
$8.36M - $9.32M
|
20.5K
$880K
|