Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
139+ 0.74% |
$10.1K - $12K
|
18.8K
$2.03M
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
117New |
$8.54K - $10.1K
|
117
$12.6K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
109New |
$7.95K - $9.39K
|
109
$11.8K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$7.37K - $8.71K
|
101
$10.9K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
96+ 0.21% |
$7K - $8.27K
|
44.9K
$4.85M
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
22+ 0.11% |
$1.6K - $1.9K
|
19.4K
$2.09M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
20+ 0.97% |
$1.46K - $1.72K
|
2.08K
$224K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 2.95% |
$1.24K - $1.47K
|
594
$64.1K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12New |
$875 - $1.03K
|
12
$1.3K
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6+ 0.12% |
$438 - $517
|
5.16K
$557K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5+ 0.13% |
$365 - $431
|
3.77K
$407K
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.15% |
$146 - $172
|
1.38K
$149K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.07% |
$146 - $172
|
2.73K
$295K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$73 - $86.2
|
5.44K
$588K
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.08% |
$73 - $86.2
|
1.18K
$128K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$73 - $86.2
|
5.13K
$554K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 0.03% |
$219 - $259
|
11.4K
$1.23M
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-7- 0.04% |
$511 - $603
|
16.2K
$1.75M
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-9- 0.11% |
$657 - $776
|
8.48K
$916K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9- 0.08% |
$657 - $776
|
10.7K
$1.16M
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-10- 0.03% |
$730 - $862
|
33K
$3.56M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-17- 0.89% |
$1.24K - $1.47K
|
1.89K
$204K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-33- 1.79% |
$2.41K - $2.84K
|
1.81K
$195K
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-44- 0.87% |
$3.21K - $3.79K
|
4.99K
$539K
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-46- 1.16% |
$3.36K - $3.96K
|
3.91K
$422K
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-92- 0.35% |
$6.71K - $7.93K
|
26.2K
$2.83M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-123- 2.49% |
$8.97K - $10.6K
|
4.81K
$519K
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-150- 3.77% |
$10.9K - $12.9K
|
3.83K
$413K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-162- 1.77% |
$11.8K - $14K
|
9K
$972K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-260- 3.61% |
$19K - $22.4K
|
6.95K
$750K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-307- 0.79% |
$22.4K - $26.5K
|
38.3K
$4.14M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-337- 3.61% |
$24.6K - $29K
|
8.99K
$970K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-350- 8.37% |
$25.5K - $30.2K
|
3.83K
$413K
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-397- 1.6% |
$29K - $34.2K
|
24.3K
$2.63M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-446- 4.08% |
$32.5K - $38.4K
|
10.5K
$1.13M
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-503- 17.21% |
$36.7K - $43.4K
|
2.42K
$261K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-532- 14.27% |
$38.8K - $45.9K
|
3.2K
$345K
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-600- 15.5% |
$43.8K - $51.7K
|
3.27K
$353K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-631- 3.18% |
$46K - $54.4K
|
19.2K
$2.08M
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-700- 1.58% |
$51.1K - $60.3K
|
43.6K
$4.7M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-809- 2.29% |
$59K - $69.7K
|
34.5K
$3.72M
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-811- 4.52% |
$59.2K - $69.9K
|
17.1K
$1.85M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-882- 9.91% |
$64.3K - $76K
|
8.02K
$866K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.07K- 8.37% |
$77.9K - $92.1K
|
11.7K
$1.26M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.15K- 3.95% |
$83.9K - $99.1K
|
28K
$3.02M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.2K- 3.92% |
$87.5K - $103K
|
29.4K
$3.18M
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.35K- 8.55% |
$98.6K - $117K
|
14.5K
$1.56M
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-1.5K- 26.21% |
$109K - $129K
|
4.21K
$455K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.56K- 0.91% |
$113K - $134K
|
169K
$18.3M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.68K- 7.1% |
$122K - $145K
|
22K
$2.37M
|