Latest Institutional Transactions on Invesco ETF Tr Ii Treas Collat (CLTL)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Treas Collat (CLTL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.9KNew |
N/A
|
1.9K
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
129New |
N/A
|
129
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.03K+ 14.58% |
$0 - $109K
|
8.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-548- 22.16% |
$0 - $58K
|
1.93K
$0
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-158- 42.47% |
$0 - $16.7K
|
214
$0
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
6New |
$0 - $635
|
6
$0
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.62KNew |
$0 - $807K
|
7.62K
$0
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
500+ 100.0% |
$0 - $52.9K
|
1K
$0
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 44.44% |
$0 - $42.3K
|
500
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-61- 52.59% |
$0 - $6.46K
|
55
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
43New |
$0 - $4.55K
|
43
$0
|
|
| Q4 2023 | |||||||
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.8KClosed |
$1.14M - $1.14M
|
0
$0
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
170New |
$17.9K - $18K
|
170
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
279New |
$29.4K - $29.5K
|
279
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.06KNew |
$428K - $430K
|
4.06K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
36New |
$3.79K - $3.81K
|
36
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
79+ 1.34% |
$8.31K - $8.37K
|
5.96K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.5K- 58.33% |
$368K - $371K
|
2.5K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.5KNew |
$263K - $265K
|
2.5K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
4.41K+ 13.17% |
$464K - $467K
|
37.9K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.3K- 40.84% |
$242K - $243K
|
3.33K
$0
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.35KNew |
$142K - $142K
|
1.35K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57New |
$6K - $6.04K
|
57
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-513- 14.64% |
$54K - $54.3K
|
2.99K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-479- 19.15% |
$50.4K - $50.7K
|
2.02K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.64K- 8.71% |
$278K - $279K
|
27.6K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
102New |
$10.7K - $10.8K
|
102
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-376- 8.74% |
$39.6K - $39.8K
|
3.92K
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-4.44K- 99.98% |
$467K - $470K
|
1
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.43KNew |
$256K - $257K
|
2.43K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28- 1.2% |
$2.95K - $2.96K
|
2.31K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.73K- 51.31% |
$393K - $395K
|
3.54K
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.32KNew |
$349K - $351K
|
3.32K
$0
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
39.1K+ 17.89% |
$4.11M - $4.13M
|
257K
$0
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
4.9KNew |
$516K - $519K
|
4.9K
$0
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.91K+ 78.05% |
$306K - $307K
|
6.63K
$0
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
2.5KNew |
$263K - $264K
|
2.5K
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.2% |
$210 - $211
|
1.01K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
473New |
$49.8K - $49.9K
|
473
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
BUY
|
- |
145+ 0.61% |
$15.3K - $15.3K
|
23.9K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.99KNew |
$209K - $210K
|
1.99K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.5KNew |
$263K - $264K
|
2.5K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
577+ 36.85% |
$60.7K - $60.9K
|
2.14K
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
375+ 18.86% |
$39.5K - $39.6K
|
2.36K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-628- 23.59% |
$66.1K - $66.3K
|
2.03K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
13.1K+ 104.45% |
$1.38M - $1.38M
|
25.6K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4New |
$421 - $422
|
4
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
74New |
$7.79K - $7.82K
|
74
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-28- 87.5% |
$2.95K - $2.96K
|
4
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.4KClosed |
$2.79M - $2.79M
|
0
$0
|
|