Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (DJD)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (DJD) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.3K+ 8.55% |
$3.7M - $3.96M
|
1.15M
$61.2M
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
77.9KNew |
$3.2M - $3.41M
|
77.9K
$4.16M
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
71.4KNew |
$2.93M - $3.13M
|
71.4K
$3.81M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.3K+ 143.53% |
$543K - $581K
|
22.5K
$1.2M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.9K+ 211.95% |
$528K - $564K
|
19K
$1.01M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9KNew |
$369K - $394K
|
9K
$480K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.69KNew |
$356K - $381K
|
8.69K
$464K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.56K+ 104.74% |
$351K - $375K
|
16.7K
$893K
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.09KNew |
$332K - $355K
|
8.09K
$432K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7.2K+ 63.82% |
$295K - $315K
|
18.5K
$986K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.02K+ 23.32% |
$288K - $307K
|
37.1K
$1.98M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.23K+ 21.18% |
$255K - $273K
|
35.6K
$1.9M
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5K+ 58.31% |
$205K - $219K
|
13.6K
$724K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.89K+ 26.98% |
$159K - $170K
|
18.3K
$976K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.58K+ 4.13% |
$106K - $113K
|
65K
$3.47M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.49K+ 8.29% |
$102K - $109K
|
32.5K
$1.74M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
804New |
$33K - $35.2K
|
804
$42.9K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
440+ 4.59% |
$18K - $19.3K
|
10K
$535K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
432+ 43200.0% |
$17.7K - $18.9K
|
433
$23.1K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
285+ 6.93% |
$11.7K - $12.5K
|
4.4K
$235K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$8.2K - $8.76K
|
200
$10.7K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
191+ 12.43% |
$7.83K - $8.37K
|
1.73K
$92.2K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
118+ 2.45% |
$4.84K - $5.17K
|
4.94K
$264K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
113+ 0.99% |
$4.63K - $4.95K
|
11.6K
$617K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 0.98% |
$779 - $832
|
1.96K
$104K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13+ 0.05% |
$533 - $570
|
28.7K
$1.53M
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
12+ 0.93% |
$492 - $526
|
1.3K
$69.4K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.22% |
$451 - $482
|
4.97K
$265K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.91% |
$123 - $131
|
334
$17.8K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16- 0.32% |
$656 - $701
|
4.99K
$266K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30- 0.11% |
$1.23K - $1.31K
|
26.3K
$1.41M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36- 0.18% |
$1.48K - $1.58K
|
19.8K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-125- 1.85% |
$5.13K - $5.48K
|
6.63K
$354K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200Closed |
$8.2K - $8.76K
|
0
$0
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-203- 2.09% |
$8.33K - $8.89K
|
9.49K
$506K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-469- 7.33% |
$19.2K - $20.5K
|
5.93K
$317K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-811- 9.58% |
$33.3K - $35.5K
|
7.66K
$409K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.74K- 37.99% |
$71.4K - $76.3K
|
2.84K
$152K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.76K- 11.59% |
$72.2K - $77.1K
|
13.4K
$716K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.82K- 4.64% |
$157K - $167K
|
78.5K
$4.19M
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.61K- 10.46% |
$189K - $202K
|
39.5K
$2.11M
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.78K- 4.24% |
$196K - $210K
|
108K
$5.77M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.03K- 38.73% |
$206K - $220K
|
7.96K
$425K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.19K- 34.58% |
$213K - $227K
|
9.81K
$524K
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-15.4K- 25.6% |
$631K - $674K
|
44.7K
$2.38M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-25.9K- 40.53% |
$1.06M - $1.14M
|
38.1K
$2.03M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.9K- 77.0% |
$1.1M - $1.18M
|
8.03K
$428K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.3K- 17.92% |
$2.19M - $2.33M
|
244K
$13M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-88.1K- 92.39% |
$3.61M - $3.86M
|
7.26K
$387K
|