Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PIO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PIO) 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 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
462KNew |
$15.2M - $16.9M
|
462K
$19.1M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 15.85% |
$349K - $389K
|
77.6K
$3.2M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.08KNew |
$200K - $222K
|
6.08K
$251K
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.07KNew |
$200K - $222K
|
6.07K
$250K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.78KNew |
$190K - $211K
|
5.78K
$238K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
4.57K+ 54.18% |
$150K - $167K
|
13K
$536K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.23KNew |
$106K - $118K
|
3.23K
$133K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.26KNew |
$41.3K - $45.9K
|
1.26K
$51.8K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.21K+ 11.87% |
$39.9K - $44.4K
|
11.4K
$472K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19K+ 5.66% |
$39.2K - $43.7K
|
22.3K
$919K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.15KNew |
$37.8K - $42.1K
|
1.15K
$47.4K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.05KNew |
$34.4K - $38.3K
|
1.05K
$43.2K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
963+ 5.3% |
$31.7K - $35.2K
|
19.1K
$789K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
606+ 0.18% |
$19.9K - $22.2K
|
346K
$14.3M
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
547New |
$18K - $20K
|
547
$22.6K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
547New |
$18K - $20K
|
547
$22.6K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
518New |
$17K - $19K
|
518
$21.4K
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
435+ 1.07% |
$14.3K - $15.9K
|
41.1K
$1.7M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
425New |
$14K - $15.6K
|
425
$17.5K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
396New |
$13K - $14.5K
|
396
$16.3K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
316+ 0.35% |
$10.4K - $11.6K
|
90.8K
$3.75M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
285+ 0.88% |
$9.37K - $10.4K
|
32.9K
$1.36M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
275New |
$9.04K - $10.1K
|
275
$11.3K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
250+ 27.78% |
$8.22K - $9.15K
|
1.15K
$47.4K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
245+ 1.48% |
$8.06K - $8.96K
|
16.9K
$695K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
210+ 0.59% |
$6.9K - $7.68K
|
36K
$1.49M
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
152+ 19.36% |
$5K - $5.56K
|
937
$38.7K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
150+ 35.97% |
$4.93K - $5.49K
|
567
$23.4K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$3.29K - $3.66K
|
100
$4.13K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$3.29K - $3.66K
|
100
$4.13K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90New |
$2.96K - $3.29K
|
90
$3.71K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54New |
$1.78K - $1.98K
|
54
$2.23K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31+ 0.21% |
$1.02K - $1.13K
|
15K
$619K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25New |
$822 - $915
|
25
$1.03K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
22+ 0.19% |
$723 - $805
|
11.3K
$467K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.02% |
$65.8 - $73.2
|
10.7K
$442K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$32.9 - $36.6
|
6.81K
$281K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42- 3.21% |
$1.38K - $1.54K
|
1.27K
$52.3K
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-61- 0.88% |
$2.01K - $2.23K
|
6.9K
$285K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-264- 2.87% |
$8.68K - $9.66K
|
8.92K
$368K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-343- 5.57% |
$11.3K - $12.6K
|
5.82K
$240K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-414- 4.13% |
$13.6K - $15.1K
|
9.62K
$397K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-435Closed |
$14.3K - $15.9K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-455- 2.67% |
$15K - $16.6K
|
16.6K
$684K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-550- 6.81% |
$18.1K - $20.1K
|
7.53K
$311K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-550- 5.36% |
$18.1K - $20.1K
|
9.71K
$401K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-620- 55.36% |
$20.4K - $22.7K
|
500
$20.6K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-659- 58.37% |
$21.7K - $24.1K
|
470
$19.4K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-971- 1.76% |
$31.9K - $35.5K
|
54.1K
$2.23M
|