Purchases and Sales Made in Q2 2021 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1- 0.02% |
$81.5 - $89.7
|
4.42K
$460K
|
|
Jul 15, 2021
Q2 2021
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-7- 0.27% |
$570 - $628
|
2.58K
$268K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-26- 0.5% |
$2.12K - $2.33K
|
5.17K
$538K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-59- 16.34% |
$4.81K - $5.29K
|
302
$31.4K
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-77- 1.71% |
$6.27K - $6.91K
|
4.44K
$462K
|
|
Jul 15, 2021
Q2 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-111- 2.67% |
$9.04K - $9.96K
|
4.04K
$420K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-130- 2.03% |
$10.6K - $11.7K
|
6.28K
$653K
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
SELL
|
- |
-133- 2.47% |
$10.8K - $11.9K
|
5.26K
$547K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-140- 5.07% |
$11.4K - $12.6K
|
2.62K
$273K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-148- 1.53% |
$12.1K - $13.3K
|
9.5K
$988K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-161- 3.23% |
$13.1K - $14.4K
|
4.83K
$503K
|
|
Aug 02, 2021
Q2 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-183- 4.57% |
$14.9K - $16.4K
|
3.82K
$398K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-200- 1.64% |
$16.3K - $17.9K
|
12K
$1.25M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-239Closed |
$19.5K - $21.4K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-264- 4.74% |
$21.5K - $23.7K
|
5.31K
$552K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-265- 2.29% |
$21.6K - $23.8K
|
11.3K
$1.17M
|
|
Jul 29, 2021
Q2 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-270- 1.22% |
$22K - $24.2K
|
21.8K
$2.27M
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-363- 5.0% |
$29.6K - $32.6K
|
6.9K
$717K
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-400- 8.11% |
$32.6K - $35.9K
|
4.53K
$471K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-423- 9.09% |
$34.5K - $38K
|
4.23K
$440K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-460Closed |
$37.5K - $41.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
SELL
|
- |
-483- 4.62% |
$39.4K - $43.3K
|
9.97K
$1.04M
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-500- 4.66% |
$40.7K - $44.9K
|
10.2K
$1.07M
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-530- 3.28% |
$43.2K - $47.6K
|
15.7K
$1.63M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-545- 7.28% |
$44.4K - $48.9K
|
6.94K
$722K
|
|
Jul 28, 2021
Q2 2021
|
Strategic Equity Management
|
SELL
|
- |
-573- 20.12% |
$46.7K - $51.4K
|
2.28K
$237K
|
|
Aug 02, 2021
Q2 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-672- 3.26% |
$54.7K - $60.3K
|
19.9K
$2.07M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-700Closed |
$57K - $62.8K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-701- 1.93% |
$57.1K - $62.9K
|
35.6K
$3.7M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-795- 9.76% |
$64.8K - $71.3K
|
7.35K
$764K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-831- 21.89% |
$67.7K - $74.6K
|
2.97K
$309K
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 23.91% |
$89.6K - $98.7K
|
3.5K
$364K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.1K- 0.96% |
$89.8K - $98.9K
|
113K
$11.8M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.15K- 3.03% |
$93.9K - $103K
|
36.8K
$3.83M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.17KClosed |
$95.4K - $105K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.22K- 10.73% |
$99.1K - $109K
|
10.1K
$1.05M
|
|
Jul 20, 2021
Q2 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.3K- 24.9% |
$106K - $117K
|
3.92K
$408K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.46K- 47.86% |
$119K - $131K
|
1.59K
$166K
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
SELL
|
- |
-1.52K- 0.39% |
$123K - $136K
|
384K
$39.9M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.69K- 45.58% |
$138K - $152K
|
2.02K
$210K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.9KClosed |
$155K - $171K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-2.09K- 1.3% |
$170K - $188K
|
158K
$16.5M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.19K- 13.17% |
$178K - $196K
|
14.4K
$1.5M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.21K- 0.36% |
$180K - $198K
|
619K
$64.4M
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.21K- 4.97% |
$180K - $198K
|
42.3K
$4.4M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.36K- 31.7% |
$193K - $212K
|
5.09K
$530K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.37K- 19.7% |
$193K - $213K
|
9.67K
$1.01M
|
|
Aug 09, 2021
Q2 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.38K- 4.16% |
$194K - $213K
|
54.8K
$5.7M
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.51K- 0.63% |
$204K - $225K
|
398K
$41.4M
|
|
Aug 12, 2021
Q2 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.97K- 42.39% |
$242K - $266K
|
4.03K
$420K
|