Purchases and Sales Made in Q1 2021 in Invesco Exchange Traded Fd Tr (CVY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CVY) during Q1 2021. 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 |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.3K+ 122.95% |
$423K - $504K
|
38.6K
$965K
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13.5KNew |
$268K - $320K
|
13.5K
$338K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
8.9KNew |
$177K - $211K
|
8.9K
$222K
|
|
Jan 09, 2024
Q1 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7.86K+ 2233.52% |
$156K - $186K
|
8.21K
$205K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
765New |
$15.2K - $18.1K
|
765
$19.1K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
727New |
$14.4K - $17.2K
|
727
$18.2K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
695+ 4.62% |
$13.8K - $16.4K
|
15.7K
$393K
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
668+ 3.34% |
$13.3K - $15.8K
|
20.7K
$517K
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
600New |
$11.9K - $14.2K
|
600
$15K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400New |
$7.94K - $9.46K
|
400
$9.99K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 24.93% |
$4.96K - $5.92K
|
1.25K
$31.3K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27+ 0.22% |
$536 - $639
|
12.6K
$313K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1- 0.01% |
$19.8 - $23.7
|
17.3K
$432K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100Closed |
$1.98K - $2.37K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-250- 3.62% |
$4.96K - $5.92K
|
6.65K
$166K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-388- 1.21% |
$7.7K - $9.18K
|
31.8K
$793K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-512- 8.35% |
$10.2K - $12.1K
|
5.62K
$140K
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-525- 6.67% |
$10.4K - $12.4K
|
7.35K
$183K
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-700- 16.22% |
$13.9K - $16.6K
|
3.62K
$90.3K
|
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-890- 33.12% |
$17.7K - $21.1K
|
1.8K
$44.9K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.84K- 15.92% |
$36.4K - $43.4K
|
9.69K
$242K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.38K- 20.61% |
$47.2K - $56.3K
|
9.16K
$229K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-5.61K- 38.75% |
$111K - $133K
|
8.87K
$222K
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
SELL
|
- |
-12.7K- 60.82% |
$252K - $301K
|
8.18K
$204K
|
|
May 14, 2021
Q1 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-22.7K- 33.0% |
$451K - $538K
|
46.1K
$1.15M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.6KClosed |
$528K - $630K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-44K- 99.53% |
$874K - $1.04M
|
210
$5.24K
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-112KClosed |
$2.23M - $2.65M
|
0
$0
|