Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
200+ 4.92% |
$16.5K - $19.9K
|
4.26K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$16.5K - $19.9K
|
200
$22K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
135+ 3.45% |
$11.1K - $13.4K
|
4.05K
$445K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
117+ 0.53% |
$9.64K - $11.6K
|
22.1K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
99+ 3.42% |
$8.15K - $9.83K
|
3K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79New |
$6.51K - $7.84K
|
79
$8.69K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
42+ 0.47% |
$3.46K - $4.17K
|
9.03K
$993K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
38+ 2.02% |
$3.13K - $3.77K
|
1.92K
$211K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
32+ 0.22% |
$2.64K - $3.18K
|
14.3K
$1.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
21+ 0.11% |
$1.73K - $2.09K
|
19.3K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
12+ 0.58% |
$988 - $1.19K
|
2.09K
$230K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9New |
$741 - $894
|
9
$990
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6New |
$494 - $596
|
6
$660
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.03% |
$412 - $496
|
19.4K
$2.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4+ 0.08% |
$329 - $397
|
5.15K
$566K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.15% |
$165 - $199
|
1.38K
$152K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$165 - $199
|
5.45K
$599K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.04% |
$82.4 - $99.3
|
2.73K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1+ 0.02% |
$82.4 - $99.3
|
5.16K
$567K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.08% |
$82.4 - $99.3
|
1.19K
$130K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.0% |
$82.4 - $99.3
|
21.4K
$2.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1+ 0.03% |
$82.4 - $99.3
|
3.54K
$389K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.01% |
$82.4 - $99.3
|
17.4K
$1.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11- 8.4% |
$906 - $1.09K
|
120
$13.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-24- 0.32% |
$1.98K - $2.38K
|
7.49K
$824K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46- 0.43% |
$3.79K - $4.57K
|
10.7K
$1.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-67- 24.81% |
$5.52K - $6.65K
|
203
$22.3K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-70- 0.18% |
$5.77K - $6.95K
|
38.3K
$4.21M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-77- 36.84% |
$6.34K - $7.65K
|
132
$14.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-105- 48.84% |
$8.65K - $10.4K
|
110
$12.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-150- 4.65% |
$12.4K - $14.9K
|
3.07K
$338K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-150- 5.48% |
$12.4K - $14.9K
|
2.59K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-191- 10.58% |
$15.7K - $19K
|
1.62K
$178K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 0.72% |
$16.5K - $19.9K
|
27.8K
$3.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-234- 0.48% |
$19.3K - $23.2K
|
48.2K
$5.3M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-275- 3.96% |
$22.7K - $27.3K
|
6.67K
$734K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-297- 17.88% |
$24.5K - $29.5K
|
1.36K
$150K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-300- 10.11% |
$24.7K - $29.8K
|
2.67K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-340- 3.24% |
$28K - $33.8K
|
10.2K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-489- 2.85% |
$40.3K - $48.6K
|
16.6K
$1.83M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-535- 11.12% |
$44.1K - $53.1K
|
4.27K
$470K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-602- 12.06% |
$49.6K - $59.8K
|
4.39K
$483K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-925- 24.15% |
$76.2K - $91.8K
|
2.91K
$319K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-931- 3.82% |
$76.7K - $92.4K
|
23.4K
$2.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.04K- 4.93% |
$85.6K - $103K
|
20K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.04K- 0.43% |
$86K - $104K
|
240K
$26.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.23K- 18.17% |
$101K - $122K
|
5.53K
$608K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.27K- 11.16% |
$105K - $126K
|
10.1K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.46K- 1.41% |
$120K - $145K
|
102K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.57K- 0.9% |
$130K - $156K
|
173K
$19.1M
|