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 |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
5.87K+ 14.36% |
$97.9K - $106K
|
46.7K
$834K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.89K+ 38.82% |
$81.6K - $88.3K
|
17.5K
$312K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.74K+ 9.5% |
$79.2K - $85.7K
|
54.7K
$977K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.74K+ 4.0% |
$79K - $85.5K
|
123K
$2.2M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.46K+ 37.37% |
$74.5K - $80.6K
|
16.4K
$293K
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.14K+ 26.46% |
$69.1K - $74.8K
|
19.8K
$353K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.75K+ 15.71% |
$62.5K - $67.7K
|
27.6K
$493K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
3.19KNew |
$53.2K - $57.5K
|
3.19K
$56.9K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.11K+ 15.43% |
$35.2K - $38.1K
|
15.8K
$282K
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.85K+ 4.36% |
$30.8K - $33.4K
|
44.2K
$790K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.55K+ 1827.06% |
$25.9K - $28K
|
1.64K
$29.2K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.39KNew |
$23.1K - $25K
|
1.39K
$24.7K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.3K+ 23.01% |
$21.7K - $23.5K
|
6.95K
$124K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 34.58% |
$20K - $21.7K
|
4.67K
$83.4K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.11KNew |
$18.6K - $20.1K
|
1.11K
$19.8K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.09KNew |
$18.2K - $19.6K
|
1.09K
$19.4K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
993+ 55.35% |
$16.6K - $17.9K
|
2.79K
$49.7K
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
851+ 1.2% |
$14.2K - $15.4K
|
71.8K
$1.28M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
795New |
$13.3K - $14.4K
|
795
$14.2K
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
700+ 1.19% |
$11.7K - $12.6K
|
59.4K
$1.06M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
515+ 2.62% |
$8.6K - $9.3K
|
20.2K
$360K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
500+ 0.52% |
$8.35K - $9.03K
|
96.8K
$1.73M
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
241+ 1.05% |
$4.02K - $4.35K
|
23.2K
$414K
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
97+ 0.85% |
$1.62K - $1.75K
|
11.5K
$205K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
76New |
$1.27K - $1.37K
|
76
$1.36K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
48+ 0.16% |
$801 - $867
|
30.8K
$550K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
46+ 0.13% |
$768 - $831
|
35.3K
$630K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
25+ 0.24% |
$417 - $451
|
10.6K
$190K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$417 - $451
|
25
$446
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 1.05% |
$350 - $379
|
2.02K
$36K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
14New |
$234 - $253
|
14
$250
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 1.1% |
$167 - $181
|
916
$16.4K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7New |
$117 - $126
|
7
$125
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.44% |
$50.1 - $54.2
|
678
$12.1K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1+ 0.05% |
$16.7 - $18.1
|
1.93K
$34.5K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-25- 0.09% |
$417 - $451
|
29K
$517K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-63- 63.0% |
$1.05K - $1.14K
|
37
$660
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-99- 0.15% |
$1.65K - $1.79K
|
67.4K
$1.2M
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-172- 1.71% |
$2.87K - $3.11K
|
9.88K
$176K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-205- 2.6% |
$3.42K - $3.7K
|
7.69K
$137K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-302- 1.31% |
$5.04K - $5.45K
|
22.8K
$407K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-427- 1.23% |
$7.13K - $7.71K
|
34.3K
$612K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-504- 8.36% |
$8.41K - $9.1K
|
5.52K
$98.6K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-593- 2.55% |
$9.9K - $10.7K
|
22.7K
$405K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-614- 2.12% |
$10.2K - $11.1K
|
28.4K
$506K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-650- 27.78% |
$10.8K - $11.7K
|
1.69K
$30.2K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-735- 48.04% |
$12.3K - $13.3K
|
795
$14.2K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-750- 25.0% |
$12.5K - $13.5K
|
2.25K
$40.2K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-974- 0.6% |
$16.3K - $17.6K
|
163K
$2.9M
|