Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.79K+ 2.38% |
$34.8K - $38.3K
|
76.9K
$1.76M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.51KNew |
$29.4K - $32.3K
|
1.51K
$34.7K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.47K+ 3.11% |
$28.7K - $31.5K
|
48.8K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.25KNew |
$24.2K - $26.6K
|
1.25K
$28.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1KNew |
$19.5K - $21.4K
|
1K
$22.9K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
986+ 47.61% |
$19.2K - $21.1K
|
3.06K
$70.1K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
738+ 38.64% |
$14.4K - $15.8K
|
2.65K
$60.7K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
682+ 38.97% |
$13.3K - $14.6K
|
2.43K
$55.8K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
572+ 9.16% |
$11.1K - $12.2K
|
6.82K
$156K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
509+ 4.05% |
$9.91K - $10.9K
|
13.1K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
443+ 1.3% |
$8.63K - $9.48K
|
34.5K
$791K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
410New |
$7.98K - $8.77K
|
410
$9.41K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
368+ 0.68% |
$7.16K - $7.87K
|
54.7K
$1.25M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
331New |
$6.44K - $7.08K
|
331
$7.59K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
254New |
$4.95K - $5.43K
|
254
$5.83K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
250+ 0.89% |
$4.87K - $5.35K
|
28.5K
$653K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
209+ 1.56% |
$4.07K - $4.47K
|
13.6K
$312K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
201New |
$3.91K - $4.3K
|
201
$4.61K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
201+ 1.21% |
$3.91K - $4.3K
|
16.8K
$386K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
168+ 0.74% |
$3.27K - $3.59K
|
22.8K
$522K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
127+ 0.51% |
$2.47K - $2.72K
|
25K
$574K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
124+ 0.23% |
$2.41K - $2.65K
|
53.6K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 1.02% |
$2.32K - $2.55K
|
11.8K
$271K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18+ 0.14% |
$350 - $385
|
12.9K
$297K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 1.2% |
$312 - $342
|
1.35K
$31K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 1.18% |
$292 - $321
|
1.29K
$29.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 1.22% |
$214 - $235
|
915
$21K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 3.03% |
$156 - $171
|
272
$6.24K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.19% |
$58.4 - $64.2
|
1.59K
$36.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.51% |
$19.5 - $21.4
|
196
$4.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1- -0.0% |
$19.5 - $21.4
|
25.2K
$577K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 2.11% |
$97.4 - $107
|
232
$5.32K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10- 0.08% |
$195 - $214
|
12K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-63- 0.07% |
$1.23K - $1.35K
|
84.1K
$1.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-92- 0.76% |
$1.79K - $1.97K
|
12K
$275K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-122- 0.79% |
$2.38K - $2.61K
|
15.4K
$352K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-122- 0.85% |
$2.38K - $2.61K
|
14.2K
$325K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-139- 94.56% |
$2.71K - $2.97K
|
8
$184
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-160- 1.35% |
$3.12K - $3.42K
|
11.7K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-170- 68.0% |
$3.31K - $3.64K
|
80
$1.84K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-246- 40.53% |
$4.79K - $5.26K
|
361
$8.28K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-295- 0.82% |
$5.74K - $6.31K
|
35.5K
$815K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-390- 0.2% |
$7.59K - $8.34K
|
193K
$4.42M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-400- 3.23% |
$7.79K - $8.56K
|
12K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-525- 2.43% |
$10.2K - $11.2K
|
21.1K
$484K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-527- 0.45% |
$10.3K - $11.3K
|
117K
$2.68M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-625- 19.99% |
$12.2K - $13.4K
|
2.5K
$57.4K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-665- 1.25% |
$12.9K - $14.2K
|
52.4K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-810- 76.49% |
$15.8K - $17.3K
|
249
$5.71K
|