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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.0% |
$88.1 - $94
|
27.9K
$3.36M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$88.1 - $94
|
1
$120
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.17% |
$88.1 - $94
|
584
$70.2K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.18% |
$88.1 - $94
|
554
$66.6K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5- 1.54% |
$441 - $470
|
320
$38.5K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.06% |
$881 - $940
|
15.4K
$1.85M
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-38- 0.29% |
$3.35K - $3.57K
|
12.9K
$1.55M
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-40- 1.66% |
$3.53K - $3.76K
|
2.37K
$284K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-54- 0.72% |
$4.76K - $5.08K
|
7.49K
$900K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-56- 0.86% |
$4.94K - $5.26K
|
6.48K
$779K
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-62- 0.97% |
$5.46K - $5.83K
|
6.35K
$764K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-65- 1.05% |
$5.73K - $6.11K
|
6.11K
$735K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-87- 2.17% |
$7.67K - $8.18K
|
3.92K
$472K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 0.74% |
$8.81K - $9.4K
|
13.4K
$1.61M
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-104- 1.13% |
$9.17K - $9.78K
|
9.08K
$1.09M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-106- 0.28% |
$9.34K - $9.97K
|
37.8K
$4.55M
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-115- 4.03% |
$10.1K - $10.8K
|
2.74K
$329K
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-132- 0.81% |
$11.6K - $12.4K
|
16.1K
$1.94M
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-145- 1.54% |
$12.8K - $13.6K
|
9.27K
$1.11M
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-152- 0.17% |
$13.4K - $14.3K
|
88.8K
$10.7M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-154- 0.78% |
$13.6K - $14.5K
|
19.6K
$2.36M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-155- 3.59% |
$13.7K - $14.6K
|
4.16K
$500K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-184- 0.34% |
$16.2K - $17.3K
|
54.1K
$6.51M
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-190- 2.8% |
$16.7K - $17.9K
|
6.59K
$792K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-192- 1.17% |
$16.9K - $18K
|
16.3K
$1.96M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-200- 1.99% |
$17.6K - $18.8K
|
9.86K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-211- 18.03% |
$18.6K - $19.8K
|
959
$115K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-226- 6.96% |
$19.9K - $21.2K
|
3.02K
$363K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-284- 1.84% |
$25K - $26.7K
|
15.2K
$1.83M
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-286- 3.33% |
$25.2K - $26.9K
|
8.3K
$999K
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-311- 7.53% |
$27.4K - $29.2K
|
3.82K
$459K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-314- 3.12% |
$27.7K - $29.5K
|
9.77K
$1.17M
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-355- 3.04% |
$31.3K - $33.4K
|
11.3K
$1.36M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-464- 4.14% |
$40.9K - $43.6K
|
10.7K
$1.29M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-525- 8.67% |
$46.3K - $49.4K
|
5.53K
$665K
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-611- 1.17% |
$53.9K - $57.4K
|
51.7K
$6.21M
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-653- 5.84% |
$57.6K - $61.4K
|
10.5K
$1.27M
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-694- 10.53% |
$61.2K - $65.2K
|
5.9K
$709K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-794- 9.34% |
$70K - $74.6K
|
7.71K
$927K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-806- 88.96% |
$71K - $75.8K
|
100
$12K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-868- 6.1% |
$76.5K - $81.6K
|
13.4K
$1.61M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.05K- 2.74% |
$92.5K - $98.7K
|
37.3K
$4.49M
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.35K- 28.27% |
$119K - $127K
|
3.43K
$412K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.43K- 2.21% |
$126K - $135K
|
63.4K
$7.62M
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.54K- 3.48% |
$135K - $144K
|
42.6K
$5.12M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.7K- 0.96% |
$149K - $159K
|
175K
$21.1M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.7K- 29.86% |
$150K - $160K
|
3.99K
$480K
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.7K- 13.59% |
$150K - $160K
|
10.8K
$1.3M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.75K- 6.85% |
$154K - $164K
|
23.8K
$2.86M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3.98K- 50.01% |
$351K - $375K
|
3.98K
$479K
|