Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1K+ 6.54% |
$19K - $20.8K
|
16.3K
$374K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
693New |
$13.2K - $14.4K
|
693
$15.9K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
619+ 423.97% |
$11.8K - $12.9K
|
765
$17.5K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
600New |
$11.4K - $12.5K
|
600
$13.8K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
544+ 3.65% |
$10.3K - $11.3K
|
15.5K
$355K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
483+ 4.02% |
$9.18K - $10K
|
12.5K
$287K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
461+ 1.07% |
$8.76K - $9.58K
|
43.4K
$996K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
414+ 7.11% |
$7.87K - $8.61K
|
6.24K
$143K
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
407+ 1.66% |
$7.74K - $8.46K
|
24.9K
$572K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
384+ 0.99% |
$7.3K - $7.98K
|
39.1K
$896K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
353+ 142.91% |
$6.71K - $7.34K
|
600
$13.8K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
353+ 142.91% |
$6.71K - $7.34K
|
600
$13.8K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
271+ 87.14% |
$5.15K - $5.63K
|
582
$13.4K
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
240New |
$4.56K - $4.99K
|
240
$5.51K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
222New |
$4.22K - $4.62K
|
222
$5.09K
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
222+ 1.54% |
$4.22K - $4.62K
|
14.7K
$336K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
194New |
$3.69K - $4.03K
|
194
$4.45K
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
185+ 1.14% |
$3.52K - $3.85K
|
16.4K
$375K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
148+ 1.14% |
$2.81K - $3.08K
|
13.2K
$303K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
131+ 2.14% |
$2.49K - $2.72K
|
6.25K
$143K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
112+ 0.21% |
$2.13K - $2.33K
|
53.3K
$1.22M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
90+ 0.18% |
$1.71K - $1.87K
|
50K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
58+ 1.15% |
$1.1K - $1.21K
|
5.11K
$117K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
48+ 0.25% |
$912 - $998
|
19K
$437K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
47+ 0.39% |
$893 - $977
|
12.3K
$281K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44+ 0.42% |
$836 - $915
|
10.6K
$243K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 0.15% |
$456 - $499
|
15.8K
$363K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 1.15% |
$285 - $312
|
1.32K
$30.2K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14+ 0.08% |
$266 - $291
|
18.2K
$418K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.13% |
$266 - $291
|
1.25K
$28.7K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.08% |
$171 - $187
|
11.5K
$264K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$152 - $166
|
3.03K
$69.6K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1New |
$19 - $20.8
|
1
$22.9
|
|
Oct 16, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 0.43% |
$19 - $20.8
|
234
$5.37K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5- 3.29% |
$95.1 - $104
|
147
$3.37K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-19- 0.04% |
$361 - $395
|
46.2K
$1.06M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-32- 0.31% |
$608 - $665
|
10.3K
$236K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-37- 0.25% |
$703 - $769
|
14.5K
$334K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-112- 0.38% |
$2.13K - $2.33K
|
29.5K
$676K
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-179- 1.13% |
$3.4K - $3.72K
|
15.6K
$359K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-198- 0.51% |
$3.76K - $4.12K
|
38.9K
$893K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-255- 20.32% |
$4.85K - $5.3K
|
1K
$22.9K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-291- 2.3% |
$5.53K - $6.05K
|
12.3K
$283K
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
SELL
|
- |
-350- 1.23% |
$6.65K - $7.28K
|
28K
$642K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-394- 1.0% |
$7.49K - $8.19K
|
39.2K
$899K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-440- 59.46% |
$8.36K - $9.15K
|
300
$6.88K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-500- 59.52% |
$9.51K - $10.4K
|
340
$7.8K
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-539- 1.54% |
$10.2K - $11.2K
|
34.4K
$790K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-584- 26.91% |
$11.1K - $12.1K
|
1.59K
$36.4K
|