Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PKW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PKW) 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.77K+ 55.56% |
$244K - $260K
|
7.75K
$933K
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.75KNew |
$242K - $259K
|
2.75K
$331K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.55KNew |
$225K - $240K
|
2.55K
$306K
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2.53KNew |
$223K - $238K
|
2.53K
$304K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.5K+ 5.58% |
$221K - $235K
|
47.3K
$5.69M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.17KNew |
$191K - $204K
|
2.17K
$261K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
2.12KNew |
$186K - $199K
|
2.12K
$254K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.06K+ 360.49% |
$182K - $194K
|
2.63K
$317K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.95K+ 46.7% |
$171K - $183K
|
6.11K
$735K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.64K+ 51.44% |
$145K - $154K
|
4.84K
$582K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.55K+ 31.0% |
$136K - $146K
|
6.54K
$787K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.51K+ 3.1% |
$133K - $142K
|
50.2K
$6.04M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.26K+ 54.51% |
$111K - $119K
|
3.58K
$430K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.23K+ 0.58% |
$109K - $116K
|
214K
$25.8M
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
994+ 37.3% |
$87.6K - $93.4K
|
3.66K
$440K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
895+ 3.11% |
$78.9K - $84.1K
|
29.6K
$3.57M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
873New |
$76.9K - $82.1K
|
873
$105K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
853+ 1.22% |
$75.2K - $80.2K
|
70.6K
$8.49M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
718+ 74.79% |
$63.3K - $67.5K
|
1.68K
$202K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
714New |
$62.9K - $67.1K
|
714
$85.9K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
307New |
$27.1K - $28.9K
|
307
$36.9K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$26.4K - $28.2K
|
300
$36.1K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
281+ 4.81% |
$24.8K - $26.4K
|
6.12K
$737K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
271+ 8.3% |
$23.9K - $25.5K
|
3.54K
$426K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
250+ 5.74% |
$22K - $23.5K
|
4.61K
$554K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
245+ 1.58% |
$21.6K - $23K
|
15.7K
$1.89M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
237+ 7.1% |
$20.9K - $22.3K
|
3.58K
$430K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
162New |
$14.3K - $15.2K
|
162
$19.5K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
149New |
$13.1K - $14K
|
149
$17.9K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
118New |
$10.4K - $11.1K
|
118
$14.2K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
112+ 3.33% |
$9.87K - $10.5K
|
3.47K
$418K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 7.58% |
$8.81K - $9.4K
|
1.42K
$171K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 7.58% |
$8.81K - $9.4K
|
1.42K
$171K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
80New |
$7.05K - $7.52K
|
80
$9.62K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
68+ 1.12% |
$5.99K - $6.39K
|
6.16K
$740K
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
58+ 1.45% |
$5.11K - $5.45K
|
4.06K
$488K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
56New |
$4.94K - $5.26K
|
56
$6.74K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
28+ 0.87% |
$2.47K - $2.63K
|
3.26K
$392K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18+ 0.2% |
$1.59K - $1.69K
|
8.98K
$1.08M
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
8+ 0.11% |
$705 - $752
|
7.51K
$903K
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.05% |
$441 - $470
|
10.7K
$1.29M
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.04% |
$353 - $376
|
11.2K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4+ 0.12% |
$353 - $376
|
3.22K
$387K
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$264 - $282
|
5.28K
$635K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3+ 0.02% |
$264 - $282
|
16.9K
$2.03M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3+ 0.08% |
$264 - $282
|
4K
$481K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3+ 0.08% |
$264 - $282
|
3.75K
$451K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$176 - $188
|
2
$241
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.09% |
$88.1 - $94
|
1.11K
$134K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.72% |
$88.1 - $94
|
59
$7.1K
|