Purchases and Sales Made in Q1 2021 in Invesco Exchange Traded Fd Tr (DJD)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (DJD) 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 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
137KNew |
$5.16M - $5.94M
|
137K
$6.47M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.61KNew |
$363K - $418K
|
9.61K
$455K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.49KNew |
$245K - $282K
|
6.49K
$307K
|
|
May 10, 2021
Q1 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
6.38KNew |
$241K - $277K
|
6.38K
$302K
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.79KNew |
$181K - $208K
|
4.79K
$227K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.93K+ 28.28% |
$149K - $171K
|
17.8K
$845K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.4KNew |
$128K - $148K
|
3.4K
$161K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.97K+ 18.8% |
$112K - $129K
|
18.7K
$887K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.35K+ 16.62% |
$50.9K - $58.6K
|
9.46K
$448K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
558+ 8.45% |
$21.1K - $24.3K
|
7.16K
$339K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
482+ 3.51% |
$18.2K - $21K
|
14.2K
$674K
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
250New |
$9.45K - $10.9K
|
250
$11.8K
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
70New |
$2.64K - $3.05K
|
70
$3.31K
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
10+ 0.84% |
$378 - $435
|
1.2K
$56.8K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-226- 1.32% |
$8.54K - $9.83K
|
16.9K
$802K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-390- 42.39% |
$14.7K - $17K
|
530
$25.1K
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.4K- 99.93% |
$52.9K - $60.9K
|
1
$47.3
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.74K- 20.39% |
$103K - $119K
|
10.7K
$506K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.04K- 41.8% |
$115K - $132K
|
4.23K
$200K
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.71KClosed |
$140K - $161K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 11.5% |
$380K - $437K
|
77.4K
$3.66M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.7K- 14.91% |
$2.07M - $2.38M
|
312K
$14.8M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-88.8KClosed |
$3.35M - $3.86M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-976KClosed |
$36.9M - $42.4M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.03MClosed |
$38.9M - $44.8M
|
0
$0
|