Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PIO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PIO) 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 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
43.8KNew |
$1.65M - $1.89M
|
43.8K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
22.8K+ 138.4% |
$861K - $984K
|
39.3K
$1.62M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.9KNew |
$637K - $728K
|
16.9K
$696K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 43.53% |
$575K - $657K
|
50.2K
$2.07M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.7KNew |
$440K - $502K
|
11.7K
$481K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
8.21KNew |
$309K - $354K
|
8.21K
$338K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
5.78K+ 88.09% |
$218K - $249K
|
12.3K
$509K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.66KNew |
$213K - $244K
|
5.66K
$233K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
3.53KNew |
$133K - $152K
|
3.53K
$145K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3K+ 21.96% |
$113K - $129K
|
16.7K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3K+ 230.38% |
$113K - $129K
|
4.3K
$177K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.96K+ 4.68% |
$112K - $128K
|
66.3K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.78K+ 13.43% |
$67.1K - $76.6K
|
15K
$619K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.74K+ 0.62% |
$65.7K - $75.1K
|
282K
$11.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.58KNew |
$59.4K - $67.9K
|
1.58K
$65K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.19K+ 6.57% |
$44.8K - $51.2K
|
19.3K
$795K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
774New |
$29.2K - $33.4K
|
774
$31.9K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
700+ 8.04% |
$26.4K - $30.2K
|
9.41K
$388K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
574New |
$21.7K - $24.7K
|
574
$23.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
567New |
$21.4K - $24.4K
|
567
$23.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
533+ 4.57% |
$20.1K - $23K
|
12.2K
$503K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400New |
$15.1K - $17.2K
|
400
$16.5K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
340+ 0.53% |
$12.8K - $14.7K
|
64.4K
$2.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
285New |
$10.8K - $12.3K
|
285
$11.8K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
215+ 3.33% |
$8.11K - $9.27K
|
6.67K
$275K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
203+ 1.67% |
$7.66K - $8.75K
|
12.4K
$509K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109+ 0.17% |
$4.11K - $4.7K
|
64.4K
$2.66M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
101+ 1.08% |
$3.81K - $4.35K
|
9.48K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1+ 0.0% |
$37.7 - $43.1
|
22.3K
$920K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-27- 5.43% |
$1.02K - $1.16K
|
470
$19.4K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-49- 0.91% |
$1.85K - $2.11K
|
5.34K
$220K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-50- 0.33% |
$1.89K - $2.16K
|
15.1K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-93- 0.82% |
$3.51K - $4.01K
|
11.2K
$464K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 5.0% |
$3.77K - $4.31K
|
1.9K
$78.5K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-123- 1.86% |
$4.64K - $5.3K
|
6.48K
$267K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-196- 31.51% |
$7.39K - $8.45K
|
426
$17.6K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-200- 3.68% |
$7.54K - $8.62K
|
5.24K
$216K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-200- 1.23% |
$7.54K - $8.62K
|
16K
$661K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-257- 37.85% |
$9.69K - $11.1K
|
422
$17.4K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-290- 1.52% |
$10.9K - $12.5K
|
18.8K
$776K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-424- 64.93% |
$16K - $18.3K
|
229
$9.45K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-503- 2.21% |
$19K - $21.7K
|
22.3K
$920K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1K- 10.12% |
$37.8K - $43.2K
|
8.91K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.75K- 6.3% |
$104K - $119K
|
40.9K
$1.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.92K- 7.75% |
$110K - $126K
|
34.8K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.03K- 3.62% |
$114K - $130K
|
80.5K
$3.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.14K- 11.67% |
$119K - $135K
|
23.8K
$981K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.51K- 4.07% |
$132K - $151K
|
82.7K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.63K- 1.52% |
$288K - $329K
|
493K
$20.3M
|