Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PKW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PKW) 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 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
71.9KNew |
$6.98M - $7.78M
|
71.9K
$8.56M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
37.8KNew |
$3.67M - $4.09M
|
37.8K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.7K+ 60.35% |
$3.08M - $3.43M
|
84.3K
$10M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1KNew |
$2.63M - $2.93M
|
27.1K
$3.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.4KNew |
$1.98M - $2.2M
|
20.4K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.6K+ 3.21% |
$1.61M - $1.79M
|
532K
$63.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.6K+ 4.15% |
$1.51M - $1.69M
|
392K
$46.7M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.2KNew |
$1.38M - $1.53M
|
14.2K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.8KNew |
$1.15M - $1.28M
|
11.8K
$1.41M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.3K+ 3.5% |
$1.1M - $1.22M
|
334K
$39.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.36K+ 136.55% |
$811K - $904K
|
14.5K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
7.51K+ 6.99% |
$729K - $813K
|
115K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.85KNew |
$664K - $741K
|
6.85K
$815K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.99KNew |
$581K - $648K
|
5.99K
$712K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.94K+ 157.25% |
$577K - $643K
|
9.72K
$1.16M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.9KNew |
$475K - $530K
|
4.9K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.43KNew |
$430K - $479K
|
4.43K
$527K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.12KNew |
$399K - $445K
|
4.12K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.34KNew |
$324K - $362K
|
3.34K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.05K+ 10.43% |
$296K - $330K
|
32.3K
$3.84M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.65K+ 27.72% |
$257K - $287K
|
12.2K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.65K+ 2.6% |
$257K - $287K
|
104K
$12.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.47K+ 1.39% |
$239K - $267K
|
180K
$21.5M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
2.03K+ 89.01% |
$196K - $219K
|
4.3K
$512K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2KNew |
$194K - $216K
|
2K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.98KNew |
$192K - $215K
|
1.98K
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.92KNew |
$186K - $207K
|
1.92K
$228K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.91KNew |
$186K - $207K
|
1.91K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.88KNew |
$182K - $203K
|
1.88K
$223K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.64K+ 2.86% |
$159K - $178K
|
59.1K
$7.03M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.54K+ 8.96% |
$150K - $167K
|
18.8K
$2.23M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.47K+ 3.26% |
$143K - $159K
|
46.5K
$5.53M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.37K+ 8.93% |
$133K - $148K
|
16.7K
$1.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.24K+ 14.64% |
$120K - $134K
|
9.72K
$1.16M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.21K+ 3.8% |
$117K - $131K
|
33K
$3.93M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 19.37% |
$115K - $128K
|
7.31K
$870K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.08K+ 1434.67% |
$104K - $116K
|
1.15K
$137K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
969+ 36.77% |
$94K - $105K
|
3.6K
$429K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
879New |
$85.3K - $95.1K
|
879
$105K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
865+ 2.3% |
$83.9K - $93.6K
|
38.5K
$4.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
721+ 5.4% |
$70K - $78K
|
14.1K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
678+ 26.6% |
$65.8K - $73.4K
|
3.23K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
600New |
$58.2K - $64.9K
|
600
$71.4K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
521+ 22.07% |
$50.5K - $56.4K
|
2.88K
$343K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
509+ 10.63% |
$49.4K - $55.1K
|
5.3K
$630K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
423+ 0.51% |
$41K - $45.8K
|
82.7K
$9.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
403+ 10.35% |
$39.1K - $43.6K
|
4.3K
$511K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
300New |
$29.1K - $32.5K
|
300
$35.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
285+ 1.9% |
$27.7K - $30.8K
|
15.3K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
283+ 14.6% |
$27.5K - $30.6K
|
2.22K
$264K
|