Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PGF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PGF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
167New |
$2.29K - $2.5K
|
167
$2.53K
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
166+ 1.47% |
$2.27K - $2.48K
|
11.4K
$173K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
145+ 0.61% |
$1.99K - $2.17K
|
24K
$362K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
96+ 0.57% |
$1.31K - $1.44K
|
16.8K
$255K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
64+ 0.26% |
$876 - $957
|
24.9K
$376K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52+ 0.48% |
$712 - $778
|
10.9K
$164K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
49+ 0.39% |
$671 - $733
|
12.5K
$189K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43+ 0.28% |
$589 - $643
|
15.5K
$234K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
37+ 1.47% |
$507 - $554
|
2.56K
$38.6K
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
23+ 1.46% |
$315 - $344
|
1.6K
$24.1K
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 0.06% |
$137 - $150
|
15.7K
$237K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5New |
$68.5 - $74.8
|
5
$75.6
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.01% |
$54.8 - $59.8
|
60.4K
$913K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3+ 1.36% |
$41.1 - $44.9
|
223
$3.37K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 6.67% |
$13.7 - $15
|
14
$212
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-44- 0.88% |
$602 - $658
|
4.95K
$74.8K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-48- 3.56% |
$657 - $718
|
1.3K
$19.7K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-217- 0.4% |
$2.97K - $3.25K
|
54.3K
$821K
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-288- 0.95% |
$3.94K - $4.31K
|
30.1K
$455K
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-350- 4.64% |
$4.79K - $5.24K
|
7.19K
$109K
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-371- 0.85% |
$5.08K - $5.55K
|
43.2K
$653K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-582- 16.54% |
$7.97K - $8.71K
|
2.94K
$44.4K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-585- 1.45% |
$8.01K - $8.75K
|
39.8K
$602K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-663- 59.73% |
$9.08K - $9.92K
|
447
$6.76K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-799- 27.34% |
$10.9K - $12K
|
2.12K
$32.1K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-812- 20.53% |
$11.1K - $12.1K
|
3.14K
$47.5K
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-905- 5.36% |
$12.4K - $13.5K
|
16K
$242K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-950- 37.85% |
$13K - $14.2K
|
1.56K
$23.6K
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.13K- 3.83% |
$15.5K - $16.9K
|
28.4K
$429K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 4.16% |
$16.9K - $18.5K
|
28.5K
$430K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.58K- 1.87% |
$21.7K - $23.7K
|
83.2K
$1.26M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.61K- 13.09% |
$22K - $24.1K
|
10.7K
$162K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.64K- 27.4% |
$22.5K - $24.6K
|
4.36K
$65.9K
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.71K- 1.82% |
$23.3K - $25.5K
|
92.1K
$1.39M
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.71K- 4.12% |
$23.4K - $25.6K
|
39.8K
$602K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.8K- 54.67% |
$24.6K - $26.9K
|
1.49K
$22.5K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.85K- 3.27% |
$25.4K - $27.7K
|
54.8K
$828K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.27K- 52.89% |
$31.1K - $34K
|
2.02K
$30.6K
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.34K- 14.62% |
$32K - $35K
|
13.7K
$207K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.34K- 6.06% |
$32.1K - $35.1K
|
36.3K
$549K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.5K- 30.45% |
$34.2K - $37.4K
|
5.71K
$86.4K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.51K- 10.77% |
$34.4K - $37.6K
|
20.8K
$315K
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.19K- 4.08% |
$43.7K - $47.7K
|
75K
$1.13M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.36K- 2.41% |
$46K - $50.3K
|
136K
$2.06M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.36K- 63.7% |
$46K - $50.3K
|
1.92K
$29K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.82K- 16.13% |
$52.2K - $57.1K
|
19.8K
$300K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.13K- 2.95% |
$56.6K - $61.8K
|
136K
$2.06M
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.52K- 20.61% |
$61.9K - $67.6K
|
17.4K
$263K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-4.78K- 37.08% |
$65.5K - $71.6K
|
8.12K
$123K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.88K- 6.42% |
$66.8K - $73K
|
71.1K
$1.08M
|