Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PPA)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PPA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
84+ 2.52% |
$9.54K - $10.4K
|
3.42K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 15.11% |
$9.2K - $9.99K
|
617
$86.3K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
75+ 2.52% |
$8.52K - $9.25K
|
3.05K
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
62+ 1.27% |
$7.04K - $7.64K
|
4.94K
$691K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
62+ 0.74% |
$7.04K - $7.64K
|
8.45K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
58+ 0.6% |
$6.59K - $7.15K
|
9.76K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
55+ 2.77% |
$6.25K - $6.78K
|
2.04K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
50New |
$5.68K - $6.16K
|
50
$6.99K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
50New |
$5.68K - $6.16K
|
50
$6.99K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
48+ 1.36% |
$5.45K - $5.92K
|
3.58K
$501K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
48+ 282.35% |
$5.45K - $5.92K
|
65
$9.09K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
45+ 10.49% |
$5.11K - $5.55K
|
474
$66.3K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
44+ 0.05% |
$5K - $5.42K
|
83.8K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
42+ 11.97% |
$4.77K - $5.18K
|
393
$54.9K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
42New |
$4.77K - $5.18K
|
42
$5.87K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
34+ 10.33% |
$3.86K - $4.19K
|
363
$50.8K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
34+ 1.52% |
$3.86K - $4.19K
|
2.27K
$318K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
33+ 0.32% |
$3.75K - $4.07K
|
10.2K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 0.06% |
$3.29K - $3.58K
|
51.5K
$7.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
21New |
$2.39K - $2.59K
|
21
$2.94K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
20New |
$2.27K - $2.47K
|
20
$2.8K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
19+ 0.07% |
$2.16K - $2.34K
|
27.3K
$3.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
14New |
$1.59K - $1.73K
|
14
$1.96K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
14New |
$1.59K - $1.73K
|
14
$1.96K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
5New |
$568 - $616
|
5
$699
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 2.29% |
$454 - $493
|
179
$25K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$454 - $493
|
13.5K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2+ 0.07% |
$227 - $247
|
2.84K
$397K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2New |
$227 - $247
|
2
$280
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.02% |
$227 - $247
|
9.45K
$1.32M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1+ 0.05% |
$114 - $123
|
2.06K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 12.5% |
$114 - $123
|
9
$1.26K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.03% |
$114 - $123
|
3.95K
$552K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$114 - $123
|
8.06K
$1.13M
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
66.1KNew |
$7.52M - $8.23M
|
66.1K
$9.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
25.2KNew |
$2.86M - $3.13M
|
25.2K
$3.52M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
25.1KNew |
$2.85M - $3.12M
|
25.1K
$3.5M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.8K+ 6.43% |
$1.35M - $1.47M
|
196K
$27.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
6.68K+ 67.49% |
$760K - $832K
|
16.6K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.85KNew |
$438K - $479K
|
3.85K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.38KNew |
$384K - $420K
|
3.38K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.25KNew |
$370K - $405K
|
3.25K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.82K+ 11.2% |
$321K - $351K
|
28K
$3.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.58KNew |
$293K - $321K
|
2.58K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.49K+ 12.73% |
$283K - $310K
|
22K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.47KNew |
$281K - $308K
|
2.47K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.39KNew |
$272K - $298K
|
2.39K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.37K+ 59.08% |
$270K - $296K
|
6.39K
$894K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.2K+ 14.41% |
$251K - $274K
|
17.5K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.1K+ 31.59% |
$239K - $262K
|
8.76K
$1.22M
|
|