Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PID)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PID) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
651K+ 38.76% |
$10.9M - $11.8M
|
2.33M
$41.6M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
566K+ 137.32% |
$9.45M - $10.2M
|
978K
$17.5M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
555K+ 57.06% |
$9.26M - $10M
|
1.53M
$27.3M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
369K+ 59.56% |
$6.16M - $6.66M
|
988K
$17.6M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
344K+ 64.28% |
$5.75M - $6.22M
|
880K
$15.7M
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
175K+ 6.96% |
$2.92M - $3.16M
|
2.69M
$48M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 43.52% |
$2.39M - $2.58M
|
472K
$8.42M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
140K+ 63.05% |
$2.34M - $2.53M
|
363K
$6.48M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
136K+ 47.41% |
$2.27M - $2.46M
|
424K
$7.57M
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
132K+ 22.54% |
$2.2M - $2.38M
|
717K
$12.8M
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
125K+ 22.0% |
$2.08M - $2.25M
|
691K
$12.3M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
97.5K+ 32.87% |
$1.63M - $1.76M
|
394K
$7.03M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
84K+ 17.09% |
$1.4M - $1.52M
|
576K
$10.3M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
79.9K+ 5.5% |
$1.33M - $1.44M
|
1.53M
$27.3M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65K+ 10.1% |
$1.09M - $1.17M
|
709K
$12.7M
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
58.1KNew |
$970K - $1.05M
|
58.1K
$1.04M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.6K+ 81.11% |
$912K - $987K
|
122K
$2.18M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
44.6K+ 180.7% |
$745K - $806K
|
69.4K
$1.24M
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
44.4K+ 122.11% |
$740K - $801K
|
80.7K
$1.44M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43K+ 7.59% |
$718K - $777K
|
610K
$10.9M
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
41.2K+ 9.77% |
$687K - $744K
|
463K
$8.26M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
32.8K+ 47.57% |
$548K - $593K
|
102K
$1.82M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32.2K+ 92.57% |
$538K - $582K
|
67K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32.2K+ 92.57% |
$538K - $582K
|
67K
$1.2M
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
32K+ 129.44% |
$534K - $578K
|
56.8K
$1.01M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.5K+ 174.26% |
$458K - $496K
|
43.2K
$771K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.8KNew |
$446K - $483K
|
26.8K
$477K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.3K+ 35.87% |
$423K - $458K
|
96K
$1.71M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
24.7KNew |
$412K - $445K
|
24.7K
$440K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.7K+ 7.25% |
$329K - $356K
|
291K
$5.2M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
18.8KNew |
$313K - $339K
|
18.8K
$335K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
18.6K+ 11.88% |
$310K - $336K
|
175K
$3.12M
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
15.5KNew |
$259K - $280K
|
15.5K
$277K
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
15.2KNew |
$253K - $274K
|
15.2K
$271K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.1K+ 10.76% |
$252K - $273K
|
156K
$2.78M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.8KNew |
$248K - $268K
|
14.8K
$265K
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
12.2KNew |
$203K - $220K
|
12.2K
$218K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11K+ 11.37% |
$184K - $199K
|
108K
$1.93M
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10.8KNew |
$180K - $194K
|
10.8K
$192K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.17K+ 4.73% |
$153K - $166K
|
203K
$3.63M
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.92K+ 2.65% |
$149K - $161K
|
346K
$6.18M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.34K+ 4.48% |
$139K - $151K
|
194K
$3.47M
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.33K+ 76.65% |
$139K - $150K
|
19.2K
$343K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
8.07K+ 56.33% |
$135K - $146K
|
22.4K
$400K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.54K+ 57.2% |
$126K - $136K
|
20.7K
$370K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.37K+ 16.98% |
$123K - $133K
|
50.8K
$906K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.04K+ 132.96% |
$117K - $127K
|
12.3K
$220K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.02K+ 8.32% |
$117K - $127K
|
91.3K
$1.63M
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
6.86K+ 28.61% |
$115K - $124K
|
30.8K
$551K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.65K+ 27.29% |
$111K - $120K
|
31K
$553K
|