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 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-591- 0.3% |
$11.2K - $12.3K
|
194K
$4.47M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-756- 5.07% |
$14.4K - $15.7K
|
14.2K
$326K
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1K- 6.85% |
$19K - $20.8K
|
13.6K
$313K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.13K- 1.01% |
$21.5K - $23.5K
|
110K
$2.54M
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.16K- 4.96% |
$22.1K - $24.2K
|
22.3K
$513K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.47K- 0.74% |
$27.9K - $30.5K
|
196K
$4.5M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.52K- 1.2% |
$28.9K - $31.6K
|
125K
$2.87M
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-1.6K- 3.02% |
$30.4K - $33.3K
|
51.5K
$1.18M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.72K- 1.02% |
$32.6K - $35.7K
|
167K
$3.83M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.91K- 8.49% |
$36.3K - $39.6K
|
20.6K
$473K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.95K- 43.79% |
$37.1K - $40.5K
|
2.5K
$57.5K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.99K- 9.57% |
$37.8K - $41.3K
|
18.8K
$432K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.02K- 10.75% |
$38.4K - $42K
|
16.8K
$385K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.05K- 3.03% |
$38.9K - $42.5K
|
65.5K
$1.51M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.18K- 4.97% |
$41.4K - $45.2K
|
41.6K
$957K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.3K- 1.49% |
$43.7K - $47.8K
|
152K
$3.5M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.51K- 5.99% |
$47.8K - $52.2K
|
39.4K
$906K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.79K- 11.76% |
$53K - $58K
|
20.9K
$481K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.07K- 10.99% |
$58.4K - $63.8K
|
24.9K
$572K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.84K- 8.03% |
$72.9K - $79.7K
|
43.9K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.88K- 12.71% |
$73.7K - $80.6K
|
26.6K
$612K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.06K- 16.87% |
$77.3K - $84.5K
|
20K
$460K
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.71K- 3.58% |
$89.5K - $97.9K
|
127K
$2.91M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.29K- 18.54% |
$101K - $110K
|
23.2K
$534K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.38K- 27.9% |
$102K - $112K
|
13.9K
$320K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.78K- 1.14% |
$129K - $141K
|
585K
$13.5M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16K- 5.24% |
$304K - $333K
|
289K
$6.65M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-17.8K- 50.85% |
$339K - $371K
|
17.2K
$396K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-19.1K- 2.49% |
$364K - $398K
|
750K
$17.2M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.8K- 1.45% |
$396K - $433K
|
1.41M
$32.5M
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-21.4K- 8.74% |
$406K - $444K
|
223K
$5.13M
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-21.4K- 39.15% |
$407K - $446K
|
33.3K
$766K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.4K- 2.47% |
$653K - $714K
|
1.36M
$31.3M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41K- 11.24% |
$779K - $852K
|
323K
$7.44M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.1K- 31.01% |
$914K - $999K
|
107K
$2.46M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-58.5K- 77.01% |
$1.11M - $1.22M
|
17.4K
$401K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59.1K- 2.33% |
$1.12M - $1.23M
|
2.48M
$57M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-95K- 3.16% |
$1.81M - $1.98M
|
2.91M
$66.9M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-118K- 7.67% |
$2.25M - $2.46M
|
1.42M
$32.8M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-160K- 67.96% |
$3.04M - $3.33M
|
75.5K
$1.74M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.91M- 84.24% |
$36.3M - $39.7M
|
357K
$8.2M
|