Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PGF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PGF) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
63+ 0.5% |
$828 - $932
|
12.6K
$190K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62+ 0.56% |
$815 - $917
|
11.2K
$169K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
49+ 1.89% |
$644 - $725
|
2.64K
$39.8K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
49+ 1.89% |
$644 - $725
|
2.64K
$39.8K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
38+ 1.91% |
$499 - $562
|
2.02K
$30.5K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
34+ 0.68% |
$447 - $503
|
5.05K
$76.2K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
32+ 0.22% |
$420 - $473
|
14.3K
$215K
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
31+ 1.92% |
$407 - $458
|
1.65K
$24.9K
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4+ 1.77% |
$52.6 - $59.2
|
230
$3.47K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-14- 77.78% |
$184 - $207
|
4
$60.3
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-21- 0.05% |
$276 - $311
|
38.3K
$577K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-33- 1.25% |
$434 - $488
|
2.62K
$39.5K
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-61- 0.13% |
$802 - $902
|
48K
$724K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-71- 6.75% |
$933 - $1.05K
|
981
$14.8K
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-126- 0.65% |
$1.66K - $1.86K
|
19.2K
$290K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-157- 3.97% |
$2.06K - $2.32K
|
3.8K
$57.2K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-286- 2.0% |
$3.76K - $4.23K
|
14K
$211K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-300- 1.51% |
$3.94K - $4.44K
|
19.6K
$296K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-330- 97.63% |
$4.34K - $4.88K
|
8
$121
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-332- 2.75% |
$4.36K - $4.91K
|
11.7K
$177K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-400- 44.44% |
$5.26K - $5.92K
|
500
$7.54K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-502- 26.21% |
$6.6K - $7.42K
|
1.41K
$21.3K
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-580- 1.85% |
$7.62K - $8.58K
|
30.8K
$464K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-585- 15.29% |
$7.69K - $8.65K
|
3.24K
$48.9K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-746- 2.09% |
$9.8K - $11K
|
35K
$528K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-750- 1.04% |
$9.86K - $11.1K
|
71.7K
$1.08M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-808- 5.66% |
$10.6K - $12K
|
13.5K
$203K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-835- 1.28% |
$11K - $12.3K
|
64.4K
$970K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-946- 23.77% |
$12.4K - $14K
|
3.03K
$45.7K
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.07K- 5.83% |
$14K - $15.8K
|
17.3K
$261K
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.07K- 5.83% |
$14K - $15.8K
|
17.3K
$261K
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 8.81% |
$14.8K - $16.6K
|
11.6K
$176K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.24K- 58.41% |
$16.3K - $18.3K
|
883
$13.3K
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.5K- 2.91% |
$19.7K - $22.2K
|
50K
$754K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.56K- 2.38% |
$20.4K - $23K
|
63.8K
$963K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.8K- 7.22% |
$23.7K - $26.6K
|
23.1K
$349K
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.82K- 2.42% |
$23.9K - $26.9K
|
73.4K
$1.11M
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2K- 2.29% |
$26.3K - $29.6K
|
85.5K
$1.29M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.1K- 41.45% |
$27.6K - $31.1K
|
2.97K
$44.7K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.1K- 9.23% |
$27.6K - $31.1K
|
20.7K
$312K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.27K- 8.97% |
$29.8K - $33.6K
|
23.1K
$348K
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2.43K- 7.6% |
$31.9K - $35.9K
|
29.5K
$446K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-2.49K- 52.5% |
$32.7K - $36.8K
|
2.25K
$33.9K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.91K- 12.97% |
$38.2K - $43K
|
19.5K
$294K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.93K- 2.54% |
$38.6K - $43.4K
|
113K
$1.7M
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.08K- 20.17% |
$40.4K - $45.5K
|
12.2K
$184K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.35K- 11.97% |
$44K - $49.5K
|
24.6K
$371K
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.39K- 23.99% |
$44.6K - $50.2K
|
10.8K
$162K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.72K- 10.94% |
$48.8K - $55K
|
30.3K
$456K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.74K- 4.58% |
$49.2K - $55.3K
|
77.9K
$1.18M
|