Purchases and Sales Made in Q1 2021 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) 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 17, 2021
Q1 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-930- 14.56% |
N/A
|
5.46K
$542K
|
|
Apr 28, 2021
Q1 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-960- 1.2% |
N/A
|
79.2K
$7.86M
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.01K- 8.06% |
N/A
|
11.5K
$1.15M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.08K- 4.99% |
N/A
|
20.6K
$2.04M
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.18K- 12.68% |
N/A
|
8.14K
$808K
|
|
Apr 27, 2021
Q1 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.21K- 2.06% |
N/A
|
57.2K
$5.67M
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.29K- 30.93% |
N/A
|
2.89K
$286K
|
|
Apr 19, 2021
Q1 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 33.2% |
N/A
|
2.89K
$287K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.82K- 8.84% |
N/A
|
18.7K
$1.86M
|
|
Apr 23, 2021
Q1 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.85K- 26.17% |
N/A
|
5.22K
$518K
|
|
May 06, 2021
Q1 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.14K- 25.68% |
N/A
|
6.18K
$613K
|
|
Apr 23, 2021
Q1 2021
|
Strid Group, LLC
|
SELL
|
- |
-2.21K- 1.11% |
N/A
|
197K
$19.6M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.36K- 11.26% |
N/A
|
18.6K
$1.85M
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.4KClosed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.64K- 0.36% |
N/A
|
734K
$72.8M
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.73KClosed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.78K- 33.32% |
N/A
|
5.57K
$553K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.87K- 6.46% |
N/A
|
41.5K
$4.12M
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.89K- 27.89% |
N/A
|
7.46K
$740K
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.03KClosed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.35K- 38.63% |
N/A
|
5.32K
$528K
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.13K- 35.59% |
N/A
|
7.48K
$743K
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.16K- 8.55% |
N/A
|
44.5K
$4.42M
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
SELL
|
- |
-4.24KClosed |
N/A
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.29K- 37.16% |
N/A
|
7.26K
$721K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.14K- 8.06% |
N/A
|
58.7K
$5.82M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.56K- 3.87% |
N/A
|
138K
$13.7M
|
|
May 10, 2021
Q1 2021
|
New Square Capital LLC
|
SELL
|
- |
-8.08K- 2.05% |
N/A
|
385K
$38.2M
|
|
May 06, 2021
Q1 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-8.3K- 5.37% |
N/A
|
146K
$14.5M
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.7K- 21.95% |
N/A
|
38K
$3.77M
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.4K- 44.62% |
N/A
|
16.6K
$1.65M
|
|
May 05, 2021
Q1 2021
|
Element Wealth, LLC
|
SELL
|
- |
-14K- 72.13% |
N/A
|
5.39K
$535K
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.7K- 7.97% |
N/A
|
170K
$16.9M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.1K- 3.25% |
N/A
|
479K
$47.6M
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-16.6KClosed |
N/A
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-17.3K- 45.7% |
N/A
|
20.6K
$2.04M
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-17.4K- 10.44% |
N/A
|
149K
$14.8M
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20.3KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.3K- 76.87% |
N/A
|
7.61K
$756K
|
|
May 07, 2021
Q1 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-25.9K- 78.69% |
N/A
|
7K
$695K
|
|
Apr 30, 2021
Q1 2021
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-26.6K- 23.1% |
N/A
|
88.7K
$8.8M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-31.1K- 6.25% |
N/A
|
466K
$46.3M
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-31.3K- 91.93% |
N/A
|
2.74K
$272K
|
|
May 12, 2021
Q1 2021
|
Strategic Equity Management
|
SELL
|
- |
-54.7K- 95.05% |
N/A
|
2.85K
$283K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-68.7K- 30.0% |
N/A
|
160K
$15.9M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-77K- 16.19% |
N/A
|
398K
$39.6M
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-117KClosed |
N/A
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-126K- 96.18% |
N/A
|
4.99K
$496K
|