Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PDP)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PDP) 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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
113+ 2.44% |
$11K - $13.1K
|
4.75K
$510K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-12- 19.67% |
$1.16K - $1.39K
|
49
$5.26K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
276+ 10.62% |
$26.8K - $32.1K
|
2.88K
$309K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-954- 22.11% |
$92.5K - $111K
|
3.36K
$361K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.58K+ 53.15% |
$153K - $183K
|
4.54K
$488K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-520- 5.99% |
$50.4K - $60.4K
|
8.16K
$876K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
87+ 2.54% |
$8.43K - $10.1K
|
3.51K
$377K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-250- 0.77% |
$24.2K - $29K
|
32.4K
$3.48M
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.53K+ 5.26% |
$342K - $410K
|
70.7K
$7.59M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
284+ 11.68% |
$27.5K - $33K
|
2.72K
$292K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-956- 17.78% |
$92.7K - $111K
|
4.42K
$475K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
287+ 21.61% |
$27.8K - $33.3K
|
1.62K
$173K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-14- 6.97% |
$1.36K - $1.63K
|
187
$20.1K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.92K- 3.28% |
$283K - $339K
|
86K
$9.23M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-321- 8.65% |
$31.1K - $37.3K
|
3.39K
$364K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-175- 6.21% |
$17K - $20.3K
|
2.65K
$284K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-138- 0.6% |
$13.4K - $16K
|
22.9K
$2.46M
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-215- 5.28% |
$20.8K - $25K
|
3.86K
$414K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-56- 1.22% |
$5.43K - $6.5K
|
4.52K
$485K
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-616- 53.85% |
$59.7K - $71.5K
|
528
$56.7K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-570- 2.52% |
$55.3K - $66.2K
|
22K
$2.36M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-45- 50.0% |
$4.36K - $5.23K
|
45
$4.83K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-94Closed |
$9.11K - $10.9K
|
0
$0
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.4K+ 200.0% |
$620K - $743K
|
9.6K
$1.03M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.2KNew |
$310K - $371K
|
3.2K
$343K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.71K- 9.21% |
$360K - $431K
|
36.6K
$3.93M
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.95KNew |
$286K - $342K
|
2.95K
$316K
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-530- 1.44% |
$51.4K - $61.5K
|
36.4K
$3.91M
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.64K- 5.02% |
$159K - $190K
|
31K
$3.32M
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.08% |
$97 - $116
|
1.19K
$127K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$970 - $1.16K
|
10
$1.07K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 3.26% |
$9.7K - $11.6K
|
2.97K
$319K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-9.22K- 2.73% |
$894K - $1.07M
|
328K
$35.2M
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
222+ 1.32% |
$21.5K - $25.8K
|
17K
$1.82M
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
194+ 10.41% |
$18.8K - $22.5K
|
2.06K
$221K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.56KNew |
$345K - $413K
|
3.56K
$382K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6.61K- 29.27% |
$641K - $768K
|
16K
$1.71M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.92K+ 90172.73% |
$962K - $1.15M
|
9.93K
$1.07M
|
|
Q4 2024 | |||||||
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
3.45KNew |
$355K - $405K
|
3.45K
$370K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.07K- 1.59% |
$110K - $125K
|
65.9K
$7.08M
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-600- 15.67% |
$61.7K - $70.5K
|
3.23K
$347K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
225+ 0.88% |
$23.1K - $26.4K
|
25.7K
$2.76M
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
133New |
$13.7K - $15.6K
|
133
$14.3K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.12KNew |
$218K - $250K
|
2.12K
$228K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
300New |
$30.9K - $35.3K
|
300
$32.2K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
295New |
$30.3K - $34.7K
|
295
$31.7K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.85KNew |
$293K - $335K
|
2.85K
$306K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
377New |
$38.8K - $44.3K
|
377
$40.5K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-211- 3.18% |
$21.7K - $24.8K
|
6.43K
$690K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
157New |
$16.2K - $18.5K
|
157
$16.9K
|