Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1+ 0.01% |
$76.1 - $82.6
|
11.4K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.07% |
$76.1 - $82.6
|
1.38K
$159K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.08% |
$76.1 - $82.6
|
1.18K
$137K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-3- 0.15% |
$228 - $248
|
2.06K
$238K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7- 0.08% |
$533 - $578
|
8.49K
$984K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-32- 0.24% |
$2.44K - $2.64K
|
13.1K
$1.52M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-36- 0.85% |
$2.74K - $2.97K
|
4.18K
$484K
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-48- 0.3% |
$3.65K - $3.97K
|
15.8K
$1.83M
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-50- 1.38% |
$3.8K - $4.13K
|
3.59K
$415K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-70- 1.78% |
$5.33K - $5.78K
|
3.87K
$449K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-75- 1.29% |
$5.71K - $6.2K
|
5.76K
$668K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-90- 2.72% |
$6.85K - $7.44K
|
3.22K
$373K
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-97- 1.89% |
$7.38K - $8.02K
|
5.04K
$583K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-100- 2.59% |
$7.61K - $8.26K
|
3.77K
$436K
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-111- 0.39% |
$8.45K - $9.17K
|
28K
$3.25M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-133- 4.66% |
$10.1K - $11K
|
2.72K
$315K
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-166- 4.03% |
$12.6K - $13.7K
|
3.95K
$458K
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-175- 0.39% |
$13.3K - $14.5K
|
44.3K
$5.13M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-185- 3.62% |
$14.1K - $15.3K
|
4.93K
$572K
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-200- 6.32% |
$15.2K - $16.5K
|
2.97K
$344K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-200- 6.67% |
$15.2K - $16.5K
|
2.8K
$324K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-211- 6.15% |
$16.1K - $17.4K
|
3.22K
$373K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-300- 1.02% |
$22.8K - $24.8K
|
29.1K
$3.37M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-334- 3.02% |
$25.4K - $27.6K
|
10.7K
$1.24M
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-353- 0.68% |
$26.9K - $29.2K
|
51.5K
$5.97M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-382- 2.01% |
$29.1K - $31.6K
|
18.7K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-492- 2.95% |
$37.4K - $40.7K
|
16.2K
$1.88M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-535- 6.91% |
$40.7K - $44.2K
|
7.21K
$835K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-542- 1.51% |
$41.2K - $44.8K
|
35.3K
$4.09M
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-684- 2.69% |
$52.1K - $56.5K
|
24.7K
$2.87M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-827- 16.08% |
$62.9K - $68.3K
|
4.32K
$500K
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-895- 4.75% |
$68.1K - $74K
|
17.9K
$2.08M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-940- 15.48% |
$71.5K - $77.7K
|
5.13K
$595K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.01K- 10.15% |
$76.5K - $83K
|
8.9K
$1.03M
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.09K- 3.97% |
$82.6K - $89.7K
|
26.3K
$3.04M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.16K- 1.52% |
$88K - $95.5K
|
75.1K
$8.7M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.35K- 2.55% |
$103K - $112K
|
51.5K
$5.97M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.35K- 5.4% |
$103K - $112K
|
23.6K
$2.74M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.43K- 4.45% |
$108K - $118K
|
30.6K
$3.55M
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.5K- 31.91% |
$114K - $124K
|
3.2K
$371K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.68K- 13.31% |
$128K - $139K
|
10.9K
$1.27M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.73K- 15.66% |
$132K - $143K
|
9.33K
$1.08M
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
SELL
|
- |
-2.29K- 1.82% |
$174K - $189K
|
124K
$14.3M
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.57K- 1.34% |
$196K - $212K
|
189K
$21.9M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.64K- 8.43% |
$277K - $300K
|
39.5K
$4.58M
|
|
Nov 03, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-3.88K- 88.27% |
$296K - $321K
|
516
$59.8K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.93K- 2.59% |
$375K - $407K
|
185K
$21.4M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.36K- 24.79% |
$408K - $443K
|
16.2K
$1.88M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.38K- 2.95% |
$409K - $444K
|
177K
$20.5M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.1K- 5.82% |
$464K - $504K
|
98.6K
$11.4M
|