Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) during Q1 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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-334- 0.1% |
$25.5K - $27.5K
|
344K
$39.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-354- 5.84% |
$27.1K - $29.1K
|
5.71K
$653K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-358- 3.93% |
$27.4K - $29.4K
|
8.74K
$1M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-436- 43.56% |
$33.3K - $35.9K
|
565
$64.6K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-460- 12.38% |
$35.2K - $37.8K
|
3.26K
$372K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-475- 16.13% |
$36.3K - $39.1K
|
2.47K
$282K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-543- 12.6% |
$41.5K - $44.7K
|
3.77K
$431K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-591- 22.18% |
$45.2K - $48.6K
|
2.07K
$237K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-600- 1.61% |
$45.9K - $49.4K
|
36.6K
$4.19M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-600- 18.29% |
$45.9K - $49.4K
|
2.68K
$306K
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-765- 15.13% |
$58.5K - $62.9K
|
4.29K
$491K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-800- 3.02% |
$61.1K - $65.8K
|
25.7K
$2.94M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-861- 8.0% |
$65.8K - $70.8K
|
9.9K
$1.13M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-983- 4.88% |
$75.1K - $80.9K
|
19.2K
$2.19M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.02K- 12.34% |
$78K - $84K
|
7.25K
$829K
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-1.08K- 3.61% |
$82.3K - $88.6K
|
28.8K
$3.29M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.17K- 0.8% |
$89.3K - $96.2K
|
145K
$16.6M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.37K- 32.1% |
$104K - $112K
|
2.89K
$330K
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.42K- 3.0% |
$108K - $116K
|
45.8K
$5.24M
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.49K- 9.4% |
$113K - $122K
|
14.3K
$1.64M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.49K- 32.06% |
$114K - $123K
|
3.16K
$361K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.57K- 19.39% |
$120K - $129K
|
6.51K
$744K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.61KClosed |
$123K - $133K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.94K- 27.1% |
$148K - $159K
|
5.22K
$596K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.98K- 14.33% |
$151K - $163K
|
11.8K
$1.35M
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.04K- 28.44% |
$156K - $168K
|
5.14K
$588K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.64K- 1.32% |
$202K - $217K
|
197K
$22.5M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.65K- 2.55% |
$203K - $218K
|
101K
$11.6M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.17K- 92.52% |
$242K - $260K
|
256
$29.3K
|
|
Apr 14, 2023
Q1 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-3.69K- 2.64% |
$282K - $304K
|
136K
$15.6M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.78K- 24.93% |
$365K - $393K
|
14.4K
$1.65M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.84K- 38.71% |
$370K - $398K
|
7.66K
$876K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-7.31K- 19.25% |
$559K - $601K
|
30.7K
$3.51M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.77K- 11.67% |
$671K - $722K
|
66.4K
$7.59M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.1K- 80.86% |
$923K - $993K
|
2.86K
$327K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.7K- 11.05% |
$1.58M - $1.71M
|
167K
$19.1M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.5K- 11.36% |
$2.79M - $3M
|
285K
$32.6M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-45.8K- 26.29% |
$3.5M - $3.77M
|
129K
$14.7M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.6K- 54.92% |
$4.56M - $4.9M
|
48.9K
$5.6M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-60K- 38.7% |
$4.59M - $4.93M
|
95K
$10.9M
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-66.5K- 30.61% |
$5.08M - $5.47M
|
151K
$17.2M
|