Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PKW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PKW) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
95+ 3.8% |
$8.02K - $9.45K
|
2.6K
$312K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
75New |
$6.33K - $7.46K
|
75
$9.02K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 0.19% |
$4.81K - $5.67K
|
29.7K
$3.57M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32+ 0.8% |
$2.7K - $3.18K
|
4.04K
$485K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29+ 0.32% |
$2.45K - $2.89K
|
9.01K
$1.08M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 0.26% |
$2.03K - $2.39K
|
9.29K
$1.12M
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 0.32% |
$1.69K - $1.99K
|
6.18K
$743K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
18New |
$1.52K - $1.79K
|
18
$2.17K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15+ 0.33% |
$1.27K - $1.49K
|
4.62K
$556K
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
13+ 0.12% |
$1.1K - $1.29K
|
10.7K
$1.29M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10New |
$845 - $995
|
10
$1.2K
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.26% |
$760 - $895
|
3.44K
$413K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
7+ 0.11% |
$591 - $696
|
6.48K
$780K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6+ 0.04% |
$507 - $597
|
13.4K
$1.61M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.16% |
$422 - $497
|
3.22K
$387K
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.07% |
$422 - $497
|
7.52K
$904K
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.03% |
$422 - $497
|
15.4K
$1.85M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.03% |
$253 - $298
|
9.77K
$1.18M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.54% |
$253 - $298
|
557
$67K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.05% |
$253 - $298
|
5.53K
$666K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.05% |
$169 - $199
|
3.92K
$472K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.21% |
$169 - $199
|
961
$116K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.34% |
$169 - $199
|
586
$70.5K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$169 - $199
|
4.16K
$500K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$84.5 - $99.5
|
1.42K
$171K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.47% |
$84.5 - $99.5
|
213
$25.6K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2- 0.03% |
$169 - $199
|
6.12K
$736K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3- 0.42% |
$253 - $298
|
711
$85.5K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6- 0.13% |
$507 - $597
|
4.49K
$540K
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-12- 0.2% |
$1.01K - $1.19K
|
5.89K
$708K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34- 3.79% |
$2.87K - $3.38K
|
862
$104K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-44- 0.69% |
$3.72K - $4.38K
|
6.31K
$758K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47- 0.11% |
$3.97K - $4.68K
|
44K
$5.29M
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-55- 0.23% |
$4.64K - $5.47K
|
23.7K
$2.85M
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-66- 0.58% |
$5.57K - $6.57K
|
11.2K
$1.35M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-66- 0.49% |
$5.57K - $6.57K
|
13.3K
$1.6M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-85- 53.13% |
$7.18K - $8.46K
|
75
$9.02K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-111- 37.0% |
$9.37K - $11K
|
189
$22.7K
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-113- 4.11% |
$9.54K - $11.2K
|
2.64K
$317K
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-115- 2.93% |
$9.71K - $11.4K
|
3.82K
$459K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-118Closed |
$9.97K - $11.7K
|
0
$0
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-133- 3.63% |
$11.2K - $13.2K
|
3.53K
$424K
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-136- 3.56% |
$11.5K - $13.5K
|
3.68K
$443K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-170- 1.62% |
$14.4K - $16.9K
|
10.3K
$1.24M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-171- 0.98% |
$14.4K - $17K
|
17.2K
$2.07M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-180- 2.22% |
$15.2K - $17.9K
|
7.93K
$954K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-199- 1.31% |
$16.8K - $19.8K
|
15K
$1.8M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-205- 0.54% |
$17.3K - $20.4K
|
37.6K
$4.52M
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-237- 6.63% |
$20K - $23.6K
|
3.34K
$402K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-286- 1.46% |
$24.2K - $28.5K
|
19.3K
$2.32M
|