Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PIE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PIE) during Q3 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 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
110K+ 952.63% |
$2.02M - $2.25M
|
121K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
103K+ 1639.5% |
$1.9M - $2.12M
|
110K
$2.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
49.2KNew |
$904K - $1.01M
|
49.2K
$915K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.5K+ 62.15% |
$781K - $871K
|
111K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.4K+ 50.19% |
$688K - $767K
|
112K
$2.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
27.6KNew |
$508K - $566K
|
27.6K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 86.18% |
$275K - $307K
|
32.3K
$601K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.6K+ 182.25% |
$232K - $259K
|
19.6K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$196K - $219K
|
10.7K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4KNew |
$191K - $213K
|
10.4K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.63K+ 4.59% |
$122K - $136K
|
151K
$2.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.46K+ 1.49% |
$63.7K - $71K
|
236K
$4.38M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.91KNew |
$53.5K - $59.6K
|
2.91K
$54.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.27K+ 1.13% |
$41.8K - $46.6K
|
203K
$3.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.69K+ 0.27% |
$31K - $34.5K
|
636K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.5K+ 1.39% |
$27.6K - $30.7K
|
109K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.36K+ 2.23% |
$25.1K - $27.9K
|
62.5K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.1KNew |
$20.2K - $22.5K
|
1.1K
$20.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
982New |
$18K - $20.1K
|
982
$18.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
651+ 4.96% |
$12K - $13.3K
|
13.8K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
606+ 1.7% |
$11.1K - $12.4K
|
36.2K
$674K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
572New |
$10.5K - $11.7K
|
572
$10.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
344New |
$6.32K - $7.05K
|
344
$6.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
216+ 1.93% |
$3.97K - $4.43K
|
11.4K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
66+ 1.56% |
$1.21K - $1.35K
|
4.28K
$79.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
18+ 1.54% |
$331 - $369
|
1.18K
$22K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 1.43% |
$91.9 - $102
|
354
$6.58K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 1.49% |
$55.1 - $61.5
|
204
$3.79K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-17- 7.36% |
$312 - $348
|
214
$3.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-78- 13.36% |
$1.43K - $1.6K
|
506
$9.41K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-96- 2.04% |
$1.76K - $1.97K
|
4.62K
$85.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-490- 98.59% |
$9.01K - $10K
|
7
$130
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-500- 4.24% |
$9.19K - $10.2K
|
11.3K
$210K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 6.64% |
$9.19K - $10.2K
|
7.03K
$131K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-579- 1.18% |
$10.6K - $11.9K
|
48.7K
$905K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-673- 2.44% |
$12.4K - $13.8K
|
27K
$502K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-686- 2.27% |
$12.6K - $14.1K
|
29.6K
$551K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-885- 1.22% |
$16.3K - $18.1K
|
71.9K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.05K- 2.88% |
$19.3K - $21.5K
|
35.4K
$658K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-3.09K- 20.34% |
$56.8K - $63.3K
|
12.1K
$225K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.68K- 2.61% |
$104K - $116K
|
212K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.59K- 17.9% |
$140K - $156K
|
34.8K
$648K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.74K- 2.2% |
$142K - $159K
|
344K
$6.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.89K- 4.49% |
$145K - $162K
|
168K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.25K- 12.14% |
$170K - $190K
|
67K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-11.1K- 88.49% |
$204K - $228K
|
1.45K
$26.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-26.1K- 31.54% |
$479K - $534K
|
56.6K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-32.7K- 70.71% |
$601K - $670K
|
13.5K
$252K
|