Purchases and Sales Made in Q4 2022 in Invesco 1 30 Laddered Treasury (PLW)
This table provides information about the institutional ownership of Invesco 1 30 Laddered Treasury (PLW) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO 1-30 LADDERED TREASURY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.44MNew |
$39.8M - $43.4M
|
1.44M
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
382K+ 378.21% |
$10.6M - $11.5M
|
483K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
262K+ 3288.65% |
$7.23M - $7.89M
|
270K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
154KNew |
$4.27M - $4.66M
|
154K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 156.31% |
$3.94M - $4.3M
|
234K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
112KNew |
$3.1M - $3.38M
|
112K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
88.7KNew |
$2.45M - $2.67M
|
88.7K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
49.9K+ 222.33% |
$1.38M - $1.5M
|
72.3K
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
46.2KNew |
$1.28M - $1.39M
|
46.2K
$0
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
46.2KNew |
$1.28M - $1.39M
|
46.2K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.9K+ 747.93% |
$1.02M - $1.11M
|
41.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.9K+ 312.68% |
$825K - $900K
|
39.4K
$0
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
16KNew |
$441K - $481K
|
16K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
7.55K+ 559.72% |
$209K - $227K
|
8.89K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.8K+ 69.22% |
$188K - $205K
|
16.6K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.44KNew |
$178K - $194K
|
6.44K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.61K+ 242.59% |
$155K - $169K
|
7.92K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.8K+ 252.73% |
$49.8K - $54.3K
|
2.52K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.61KNew |
$44.4K - $48.5K
|
1.61K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
811New |
$22.4K - $24.4K
|
811
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
785+ 9.22% |
$21.7K - $23.7K
|
9.3K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
488+ 3.02% |
$13.5K - $14.7K
|
16.6K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
233New |
$6.44K - $7.02K
|
233
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
212New |
$5.86K - $6.39K
|
212
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27+ 0.23% |
$746 - $814
|
11.5K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-674- 27.32% |
$18.6K - $20.3K
|
1.79K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.67K- 5.72% |
$46.1K - $50.3K
|
27.5K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.93K- 0.02% |
$81K - $88.3K
|
13.6M
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.69K- 20.0% |
$102K - $111K
|
14.7K
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.72K- 24.42% |
$103K - $112K
|
11.5K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.18K- 17.94% |
$198K - $216K
|
32.8K
$0
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-17.6KClosed |
$487K - $531K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-26.4K- 71.27% |
$730K - $796K
|
10.6K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-37.7K- 71.08% |
$1.04M - $1.14M
|
15.3K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-44.6K- 93.9% |
$1.23M - $1.34M
|
2.9K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-61.9K- 31.97% |
$1.71M - $1.87M
|
132K
$0
|