Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PID)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PID) during Q1 2024. 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 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
217KNew |
$3.81M - $4.06M
|
217K
$3.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
216KNew |
$3.79M - $4.04M
|
216K
$3.85M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
142KNew |
$2.5M - $2.66M
|
142K
$2.54M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
66.6K+ 8.38% |
$1.17M - $1.25M
|
861K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.8K+ 3.39% |
$945K - $1.01M
|
1.64M
$29.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.4K+ 1.38% |
$887K - $944K
|
3.7M
$66M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46.4K+ 30.01% |
$816K - $869K
|
201K
$3.59M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
46.1KNew |
$810K - $862K
|
46.1K
$822K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
39.7K+ 27.65% |
$697K - $742K
|
183K
$3.27M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
39.4K+ 49.7% |
$692K - $737K
|
119K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.8K+ 3.77% |
$382K - $407K
|
599K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.1K+ 33.08% |
$353K - $376K
|
80.9K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.4K+ 8.7% |
$341K - $363K
|
242K
$4.32M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
19.2KNew |
$338K - $360K
|
19.2K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.4K+ 2.03% |
$306K - $326K
|
872K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15KNew |
$264K - $281K
|
15K
$268K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
14.3KNew |
$252K - $268K
|
14.3K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.4KNew |
$201K - $214K
|
11.4K
$204K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11KNew |
$193K - $206K
|
11K
$196K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.7K+ 22.61% |
$188K - $200K
|
57.9K
$1.03M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.5K+ 63.19% |
$185K - $197K
|
27.1K
$485K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
10.4K+ 17.85% |
$182K - $194K
|
68.5K
$1.22M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
10KNew |
$176K - $187K
|
10K
$179K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.57K+ 5.64% |
$168K - $179K
|
179K
$3.2M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.09K+ 75.27% |
$160K - $170K
|
21.2K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.83K+ 3.05% |
$155K - $165K
|
299K
$5.33M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
7.8K+ 12.69% |
$137K - $146K
|
69.3K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
6.34K+ 8.66% |
$111K - $119K
|
79.5K
$1.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6.24K+ 1.72% |
$110K - $117K
|
369K
$6.59M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.28K+ 1.55% |
$92.8K - $98.8K
|
345K
$6.16M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.98K+ 7.65% |
$87.6K - $93.2K
|
70.1K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.9K+ 17.16% |
$68.6K - $73.1K
|
26.7K
$476K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.99K+ 8.31% |
$52.6K - $56K
|
39K
$696K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.16K+ 9.87% |
$38K - $40.4K
|
24K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.49K+ 11.76% |
$26.2K - $27.9K
|
14.2K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25KNew |
$21.9K - $23.4K
|
1.25K
$22.3K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.23K+ 10.05% |
$21.7K - $23.1K
|
13.5K
$241K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 0.66% |
$21.4K - $22.8K
|
184K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
875+ 1.56% |
$15.4K - $16.4K
|
57K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
850New |
$14.9K - $15.9K
|
850
$15.2K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
803+ 0.1% |
$14.1K - $15K
|
810K
$14.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
799New |
$14K - $15K
|
799
$14.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
750New |
$13.2K - $14K
|
750
$13.4K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
735+ 92.45% |
$12.9K - $13.8K
|
1.53K
$27.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
635New |
$11.2K - $11.9K
|
635
$11.3K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
565+ 3.61% |
$9.93K - $10.6K
|
16.2K
$289K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
516+ 0.31% |
$9.07K - $9.66K
|
164K
$2.93M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
429New |
$7.54K - $8.03K
|
429
$7.66K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
387+ 0.17% |
$6.8K - $7.24K
|
226K
$4.04M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
327+ 2.28% |
$5.75K - $6.12K
|
14.7K
$262K
|