Latest Institutional Sells of Invesco Exchange Traded Fd Tr (PEY)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PEY) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.58K- 38.18% |
$118K - $140K
|
10.7K
$242K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.5K- 19.51% |
$44.9K - $53.1K
|
10.3K
$234K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-962- 5.05% |
$17.3K - $20.5K
|
18.1K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-531- 3.75% |
$9.56K - $11.3K
|
13.6K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-483- 3.86% |
$8.69K - $10.3K
|
12K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-271- 46.56% |
$4.88K - $5.77K
|
311
$7.07K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.84K- 8.03% |
$72.9K - $79.7K
|
43.9K
$998K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-500- 59.52% |
$9.51K - $10.4K
|
340
$7.73K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-440- 59.46% |
$8.36K - $9.15K
|
300
$6.82K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-255- 20.32% |
$4.85K - $5.3K
|
1K
$22.7K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-38.8K- 72.37% |
$709K - $781K
|
14.8K
$336K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-38K- 44.83% |
$694K - $765K
|
46.7K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.24K- 19.38% |
$169K - $186K
|
38.4K
$874K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.25K- 17.26% |
$59.4K - $65.5K
|
15.6K
$354K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.66K- 10.16% |
$48.5K - $53.5K
|
23.5K
$534K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.91K- 18.59% |
$34.9K - $38.5K
|
8.37K
$190K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 57.14% |
$1.83K - $2.01K
|
75
$1.7K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-194K- 99.2% |
$3.66M - $4.23M
|
1.57K
$35.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-109K- 49.74% |
$2.05M - $2.37M
|
110K
$2.5M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-80.3K- 71.24% |
$1.51M - $1.75M
|
32.4K
$737K
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-49.1K- 6.05% |
$924K - $1.07M
|
762K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.6K- 38.5% |
$332K - $384K
|
28.2K
$640K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-12.3KClosed |
$231K - $267K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.64K- 0.85% |
$30.8K - $35.6K
|
191K
$4.33M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.1KClosed |
$20.8K - $24K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-40.1KClosed |
$752K - $863K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-22.4K- 6.79% |
$419K - $482K
|
307K
$6.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-19.6K- 14.65% |
$368K - $422K
|
114K
$2.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.61K- 83.29% |
$180K - $207K
|
1.93K
$43.8K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.51K- 2.54% |
$160K - $183K
|
326K
$7.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-3.2K- 20.14% |
$60K - $68.8K
|
12.7K
$288K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-315- 2.36% |
$5.91K - $6.79K
|
13K
$296K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-35.9KClosed |
$667K - $789K
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Goodwin Daniel L
|
SELL
|
- |
-300- 0.75% |
$5.58K - $6.6K
|
39.7K
$902K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-77- 0.76% |
$1.43K - $1.69K
|
10.1K
$230K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 1.89% |
$93 - $110
|
259
$5.89K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-14.2K- 93.47% |
$283K - $320K
|
995
$22.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12.5KClosed |
$249K - $281K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.31KClosed |
$85.6K - $96.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-4.09KClosed |
$81.2K - $91.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-2.75KClosed |
$54.7K - $61.8K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.17KClosed |
$23.3K - $26.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-847Closed |
$16.8K - $19K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-715Closed |
$14.2K - $16.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-688Closed |
$13.7K - $15.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-148- 3.43% |
$2.94K - $3.33K
|
4.17K
$94.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-50- 10.0% |
$994 - $1.12K
|
450
$10.2K
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-16.7KClosed |
$344K - $369K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-889Closed |
$18.3K - $19.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-856Closed |
$17.6K - $18.9K
|
0
$0
|
|