Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PKW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PKW) 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3+ 0.07% |
$243 - $277
|
4.28K
$514K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.03% |
$243 - $277
|
10.3K
$1.24M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.36% |
$162 - $185
|
551
$66.3K
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
2+ 0.07% |
$162 - $185
|
2.95K
$355K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.48% |
$81.1 - $92.5
|
211
$25.4K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.09% |
$81.1 - $92.5
|
1.11K
$133K
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1- 0.01% |
$81.1 - $92.5
|
10.1K
$1.21M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-13- 0.63% |
$1.05K - $1.2K
|
2.07K
$249K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21- 1.43% |
$1.7K - $1.94K
|
1.45K
$174K
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-30- 0.47% |
$2.43K - $2.77K
|
6.42K
$772K
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-37- 0.23% |
$3K - $3.42K
|
16.3K
$1.96M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-38- 1.41% |
$3.08K - $3.51K
|
2.66K
$319K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-39Closed |
$3.16K - $3.61K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-42- 12.96% |
$3.41K - $3.88K
|
282
$33.9K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-52- 1.12% |
$4.22K - $4.81K
|
4.58K
$551K
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-52- 1.31% |
$4.22K - $4.81K
|
3.91K
$471K
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-56- 0.74% |
$4.54K - $5.18K
|
7.5K
$902K
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-57- 1.93% |
$4.62K - $5.27K
|
2.9K
$349K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63Closed |
$5.11K - $5.83K
|
0
$0
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-69- 0.86% |
$5.6K - $6.38K
|
7.97K
$958K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-93- 1.47% |
$7.54K - $8.6K
|
6.25K
$752K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-100- 50.0% |
$8.11K - $9.25K
|
100
$12K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-101- 7.11% |
$8.19K - $9.34K
|
1.32K
$159K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-104- 0.9% |
$8.44K - $9.62K
|
11.4K
$1.37M
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-109- 40.52% |
$8.84K - $10.1K
|
160
$19.2K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-110- 2.55% |
$8.92K - $10.2K
|
4.21K
$506K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-130- 2.23% |
$10.5K - $12K
|
5.69K
$685K
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-135- 1.37% |
$10.9K - $12.5K
|
9.73K
$1.17M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-200- 3.1% |
$16.2K - $18.5K
|
6.25K
$752K
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-236- 4.71% |
$19.1K - $21.8K
|
4.78K
$575K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-239- 0.82% |
$19.4K - $22.1K
|
28.9K
$3.47M
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-249- 2.78% |
$20.2K - $23K
|
8.71K
$1.05M
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-276- 3.02% |
$22.4K - $25.5K
|
8.87K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-277- 1.76% |
$22.5K - $25.6K
|
15.5K
$1.86M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-290- 3.7% |
$23.5K - $26.8K
|
7.54K
$907K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-301- 15.33% |
$24.4K - $27.8K
|
1.66K
$200K
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-343- 7.41% |
$27.8K - $31.7K
|
4.29K
$516K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-367- 1.15% |
$29.8K - $33.9K
|
31.6K
$3.8M
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-369- 81.28% |
$29.9K - $34.1K
|
85
$10.2K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-381- 2.77% |
$30.9K - $35.2K
|
13.4K
$1.61M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-450- 5.01% |
$36.5K - $41.6K
|
8.54K
$1.03M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-474- 6.66% |
$38.4K - $43.8K
|
6.64K
$799K
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-500- 3.7% |
$40.6K - $46.2K
|
13K
$1.56M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-566- 1.98% |
$45.9K - $52.3K
|
28K
$3.36M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-655- 7.63% |
$53.1K - $60.6K
|
7.94K
$954K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-678- 8.94% |
$55K - $62.7K
|
6.91K
$831K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-754- 44.02% |
$61.2K - $69.7K
|
959
$115K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-881- 17.39% |
$71.5K - $81.5K
|
4.18K
$503K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-926- 7.6% |
$75.1K - $85.6K
|
11.3K
$1.36M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-970- 1.92% |
$78.7K - $89.7K
|
49.6K
$5.97M
|