Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.15% |
$73.5 - $81
|
652
$71.7K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.22% |
$73.5 - $81
|
452
$49.7K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$73.5 - $81
|
3.66K
$402K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.5% |
$1.47K - $1.62K
|
3.94K
$434K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26- 0.78% |
$1.91K - $2.11K
|
3.31K
$364K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-30- 1.44% |
$2.2K - $2.43K
|
2.06K
$226K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-75- 1.06% |
$5.51K - $6.08K
|
6.97K
$767K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-94- 2.37% |
$6.91K - $7.62K
|
3.87K
$425K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-98- 0.88% |
$7.2K - $7.94K
|
11.1K
$1.22M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-100- 1.0% |
$7.35K - $8.1K
|
9.9K
$1.09M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-107- 2.86% |
$7.86K - $8.67K
|
3.63K
$399K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-133- 3.83% |
$9.77K - $10.8K
|
3.34K
$367K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-147- 0.77% |
$10.8K - $11.9K
|
18.8K
$2.07M
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-200- 3.92% |
$14.7K - $16.2K
|
4.9K
$538K
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-225- 3.71% |
$16.5K - $18.2K
|
5.84K
$642K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-252- 5.16% |
$18.5K - $20.4K
|
4.63K
$510K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-297- 10.08% |
$21.8K - $24.1K
|
2.65K
$291K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-318- 0.39% |
$23.4K - $25.8K
|
80.7K
$8.87M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-350- 4.33% |
$25.7K - $28.4K
|
7.74K
$851K
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-430- 7.73% |
$31.6K - $34.8K
|
5.13K
$564K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-435- 11.25% |
$32K - $35.2K
|
3.43K
$377K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-477- 9.44% |
$35K - $38.7K
|
4.58K
$503K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-561- 22.94% |
$41.2K - $45.5K
|
1.89K
$207K
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-562- 2.16% |
$41.3K - $45.5K
|
25.4K
$2.8M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-596- 1.53% |
$43.8K - $48.3K
|
38.5K
$4.23M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-657- 4.19% |
$48.3K - $53.2K
|
15K
$1.65M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-715- 5.88% |
$52.5K - $57.9K
|
11.4K
$1.26M
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-742- 1.41% |
$54.5K - $60.1K
|
51.9K
$5.71M
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-801- 4.8% |
$58.8K - $64.9K
|
15.9K
$1.75M
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-900- 11.21% |
$66.1K - $72.9K
|
7.13K
$784K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-995- 10.48% |
$73.1K - $80.6K
|
8.5K
$935K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.08K- 2.44% |
$79.3K - $87.4K
|
43.1K
$4.74M
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
SELL
|
- |
-1.16K- 0.91% |
$85K - $93.8K
|
126K
$13.8M
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.21K- 9.58% |
$89K - $98.1K
|
11.4K
$1.26M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.26K- 19.69% |
$92.6K - $102K
|
5.14K
$566K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.38K- 23.81% |
$101K - $112K
|
4.42K
$486K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.45K- 33.42% |
$107K - $118K
|
2.9K
$318K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.5K- 10.62% |
$110K - $122K
|
12.6K
$1.39M
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.91K- 4.11% |
$140K - $154K
|
44.4K
$4.89M
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.94K- 14.53% |
$143K - $157K
|
11.4K
$1.26M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.66K- 2.23% |
$195K - $216K
|
116K
$12.8M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.08K- 8.76% |
$226K - $249K
|
32K
$3.52M
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-3.92K- 12.54% |
$288K - $318K
|
27.3K
$3.01M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-6.43K- 3.28% |
$473K - $521K
|
190K
$20.9M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.44K- 15.23% |
$473K - $522K
|
35.8K
$3.94M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.48K- 62.82% |
$476K - $525K
|
3.83K
$422K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.54K- 1.07% |
$481K - $530K
|
602K
$66.2M
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.01K- 63.15% |
$515K - $568K
|
4.09K
$450K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.01K- 1.89% |
$515K - $568K
|
363K
$40M
|