Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) 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 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
220KNew |
$10.4M - $12.2M
|
220K
$12.5M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
123KNew |
$5.8M - $6.81M
|
123K
$7M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
30.9KNew |
$1.45M - $1.71M
|
30.9K
$1.75M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.2KNew |
$1.18M - $1.39M
|
25.2K
$1.43M
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
16.8KNew |
$788K - $927K
|
16.8K
$952K
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.6KNew |
$122K - $144K
|
2.6K
$147K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.29K+ 34.54% |
$60.4K - $71K
|
5.01K
$284K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
500New |
$23.5K - $27.6K
|
500
$28.4K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
398New |
$18.7K - $22K
|
398
$22.6K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
388+ 12.21% |
$18.2K - $21.4K
|
3.57K
$202K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
101+ 0.36% |
$4.75K - $5.58K
|
27.8K
$1.58M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
50New |
$2.35K - $2.76K
|
50
$2.84K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-16- 0.29% |
$752 - $884
|
5.58K
$317K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 2.28% |
$941 - $1.11K
|
857
$48.7K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 0.76% |
$4.7K - $5.53K
|
13.1K
$746K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-102- 1.9% |
$4.8K - $5.64K
|
5.28K
$299K
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-135- 1.59% |
$6.35K - $7.46K
|
8.37K
$475K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-153- 2.65% |
$7.2K - $8.46K
|
5.62K
$319K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-172- 1.1% |
$8.09K - $9.51K
|
15.4K
$875K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-212- 2.46% |
$9.97K - $11.7K
|
8.39K
$476K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-250- 0.83% |
$11.8K - $13.8K
|
29.8K
$1.69M
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-292- 5.95% |
$13.7K - $16.1K
|
4.61K
$262K
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-666- 1.73% |
$31.3K - $36.8K
|
37.9K
$2.15M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-745- 13.66% |
$35K - $41.2K
|
4.71K
$267K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.12K- 61.62% |
$52.9K - $62.1K
|
700
$39.7K
|