Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PEY)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PEY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-13.8K- 71.26% |
$287K - $305K
|
5.57K
$117K
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
15KNew |
$312K - $331K
|
15K
$315K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.41K+ 0.23% |
$91.8K - $97.3K
|
1.94M
$40.7M
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
163KNew |
$3.39M - $3.59M
|
163K
$3.41M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
582+ 8.46% |
$12.1K - $12.9K
|
7.46K
$157K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.8K- 39.92% |
$934K - $990K
|
67.5K
$1.42M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.06K- 0.51% |
$42.9K - $45.5K
|
405K
$8.5M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.83K- 12.37% |
$58.9K - $62.5K
|
20K
$420K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-97K- 48.1% |
$2.02M - $2.14M
|
105K
$2.2M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
11.6KNew |
$242K - $257K
|
11.6K
$244K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.73K- 3.21% |
$56.8K - $60.2K
|
82.1K
$1.72M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.3K+ 37.73% |
$131K - $139K
|
23K
$483K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-437- 1.58% |
$9.1K - $9.65K
|
27.2K
$570K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.11K+ 1.96% |
$44K - $46.6K
|
110K
$2.31M
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.52KNew |
$31.6K - $33.5K
|
1.52K
$31.9K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.84K- 3.32% |
$59.2K - $62.8K
|
82.8K
$1.74M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-3.84K- 9.71% |
$80K - $84.8K
|
35.7K
$749K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
574+ 12.01% |
$12K - $12.7K
|
5.35K
$112K
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-27.8K- 74.52% |
$579K - $614K
|
9.51K
$199K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
257+ 103.21% |
$5.35K - $5.67K
|
506
$10.6K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.01% |
$41.6 - $44.2
|
19.1K
$400K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31+ 0.14% |
$645 - $684
|
22.5K
$471K
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
2K+ 1.94% |
$41.6K - $44.1K
|
105K
$2.2M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
65+ 0.64% |
$1.35K - $1.44K
|
10.2K
$214K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$20.8 - $22.1
|
20.2K
$423K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.4K- 13.53% |
$404K - $429K
|
124K
$2.6M
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-900- 7.67% |
$18.7K - $19.9K
|
10.8K
$227K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.8K+ 31.85% |
$79.1K - $83.9K
|
15.7K
$330K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.06K- 0.97% |
$22.1K - $23.4K
|
108K
$2.27M
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
16KNew |
$332K - $352K
|
16K
$335K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.97K+ 86.08% |
$40.9K - $43.4K
|
4.25K
$89.1K
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.56K- 1.55% |
$74.1K - $78.6K
|
227K
$4.75M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
348+ 175.76% |
$7.25K - $7.68K
|
546
$11.4K
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.9KNew |
$226K - $240K
|
10.9K
$228K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.19K- 8.95% |
$45.5K - $48.2K
|
22.2K
$466K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.76K- 1.74% |
$57.4K - $60.8K
|
155K
$3.26M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.4K+ 41.81% |
$695K - $737K
|
113K
$2.37M
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
143+ 0.97% |
$2.98K - $3.16K
|
14.9K
$313K
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-1.57K- 0.69% |
$32.8K - $34.8K
|
228K
$4.77M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.29K- 7.5% |
$89.3K - $94.7K
|
52.9K
$1.11M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.01% |
$312 - $331
|
188K
$3.95M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.4K- 23.98% |
$91.6K - $97.2K
|
13.9K
$293K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.2K- 9.52% |
$45.8K - $48.6K
|
20.9K
$439K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
66+ 0.37% |
$1.37K - $1.46K
|
18K
$376K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.31K+ 9.06% |
$68.9K - $73K
|
39.8K
$835K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.6K- 18.98% |
$794K - $868K
|
161K
$3.37M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
31.9KNew |
$673K - $736K
|
31.9K
$669K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.84% |
$42.2 - $46.2
|
240
$5.03K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.24K- 13.41% |
$68.3K - $74.7K
|
20.9K
$438K
|