Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
175+ 15.18% |
$18K - $20.6K
|
1.33K
$144K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
165+ 6.38% |
$17K - $19.4K
|
2.75K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
157New |
$16.2K - $18.5K
|
157
$17.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
133New |
$13.7K - $15.6K
|
133
$14.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127+ 0.14% |
$13.1K - $14.9K
|
88.5K
$9.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
123+ 2.88% |
$12.7K - $14.5K
|
4.4K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
114+ 0.35% |
$11.7K - $13.4K
|
32.6K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
110+ 0.96% |
$11.3K - $12.9K
|
11.5K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
61New |
$6.28K - $7.17K
|
61
$6.64K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
45New |
$4.63K - $5.29K
|
45
$4.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
43New |
$4.42K - $5.05K
|
43
$4.68K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10+ 0.25% |
$1.03K - $1.18K
|
3.98K
$433K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9+ 0.09% |
$926 - $1.06K
|
10.2K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
7+ 0.14% |
$720 - $823
|
5.17K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.11% |
$617 - $705
|
5.45K
$593K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.03% |
$514 - $588
|
16.8K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3+ 0.04% |
$309 - $353
|
7.58K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.15% |
$309 - $353
|
2.07K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3New |
$309 - $353
|
3
$326
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.07% |
$206 - $235
|
2.73K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.07% |
$103 - $118
|
1.37K
$149K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.05% |
$103 - $118
|
2.12K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$103 - $118
|
4.93K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-19- 0.97% |
$1.95K - $2.23K
|
1.95K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20- 0.5% |
$2.06K - $2.35K
|
4K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-22- 0.25% |
$2.26K - $2.59K
|
8.72K
$949K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25- 7.99% |
$2.57K - $2.94K
|
288
$31.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-43- 0.12% |
$4.42K - $5.05K
|
37.1K
$4.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-44- 0.78% |
$4.53K - $5.17K
|
5.58K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-57Closed |
$5.86K - $6.7K
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-69- 2.39% |
$7.1K - $8.11K
|
2.82K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-73- 1.23% |
$7.51K - $8.58K
|
5.85K
$636K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-75- 16.06% |
$7.72K - $8.82K
|
392
$42.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-82- 3.49% |
$8.44K - $9.64K
|
2.27K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-99- 2.37% |
$10.2K - $11.6K
|
4.07K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-131- 3.43% |
$13.5K - $15.4K
|
3.69K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-148- 1.36% |
$15.2K - $17.4K
|
10.7K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-149- 1.98% |
$15.3K - $17.5K
|
7.36K
$801K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-150- 4.08% |
$15.4K - $17.6K
|
3.53K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-161- 12.34% |
$16.6K - $18.9K
|
1.14K
$124K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-165- 0.73% |
$17K - $19.4K
|
22.6K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-211- 3.18% |
$21.7K - $24.8K
|
6.43K
$700K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-224- 3.56% |
$23K - $26.3K
|
6.07K
$660K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-292- 1.79% |
$30K - $34.3K
|
16K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-293- 4.42% |
$30.1K - $34.4K
|
6.33K
$689K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-300- 0.91% |
$30.9K - $35.3K
|
32.7K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-351- 8.99% |
$36.1K - $41.3K
|
3.55K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-375- 1.41% |
$38.6K - $44.1K
|
26.3K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-385- 0.6% |
$39.6K - $45.3K
|
63.9K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-444- 4.6% |
$45.7K - $52.2K
|
9.21K
$1M
|