Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) during Q1 2024. 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 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
246K+ 9.78% |
$21.9M - $25M
|
2.76M
$331M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
215K+ 1971.82% |
$19.1M - $21.8M
|
226K
$27M
|
|
|
May 15, 2024
Q1 2024
|
Dme Capital Management, LP
New York, NY |
BUY
|
- |
183KNew |
$16.3M - $18.6M
|
183K
$21.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 15.1% |
$13.9M - $15.9M
|
1.19M
$142M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
118K+ 7.92% |
$10.5M - $12M
|
1.61M
$193M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
118K+ 7.92% |
$10.5M - $12M
|
1.61M
$193M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
76.7K+ 31.17% |
$6.84M - $7.8M
|
323K
$38.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66.9K+ 250.89% |
$5.96M - $6.81M
|
93.6K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.7K+ 12.09% |
$5.05M - $5.77M
|
526K
$63M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.6K+ 255.44% |
$4.96M - $5.66M
|
77.4K
$9.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
45.5K+ 17.12% |
$4.05M - $4.63M
|
311K
$37.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
40.2K+ 7.64% |
$3.58M - $4.08M
|
566K
$67.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.4K+ 21.25% |
$3.33M - $3.8M
|
213K
$25.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.5K+ 17.25% |
$2.9M - $3.31M
|
221K
$26.5M
|
|
|
May 15, 2024
Q1 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
27.6KNew |
$2.46M - $2.81M
|
27.6K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27KNew |
$2.41M - $2.75M
|
27K
$3.24M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20.7K+ 436.86% |
$1.84M - $2.1M
|
25.4K
$3.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16K+ 7.44% |
$1.43M - $1.63M
|
231K
$27.7M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.9KNew |
$1.33M - $1.51M
|
14.9K
$1.78M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
13.3KNew |
$1.19M - $1.36M
|
13.3K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 244.09% |
$1.1M - $1.25M
|
17.3K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.5KNew |
$932K - $1.06M
|
10.5K
$1.25M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
10.4KNew |
$927K - $1.06M
|
10.4K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.93K+ 24.53% |
$885K - $1.01M
|
50.4K
$6.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
9.69KNew |
$863K - $985K
|
9.69K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.18K+ 56.33% |
$818K - $933K
|
25.5K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
8.5KNew |
$757K - $865K
|
8.5K
$1.02M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
8.48KNew |
$756K - $863K
|
8.48K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.39KNew |
$747K - $853K
|
8.39K
$1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.13K+ 90.73% |
$725K - $827K
|
17.1K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.11K+ 153.35% |
$723K - $825K
|
13.4K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.09K+ 1770.68% |
$721K - $823K
|
8.55K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.08KNew |
$720K - $821K
|
8.08K
$967K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.06KNew |
$718K - $820K
|
8.06K
$966K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.02K+ 12.14% |
$715K - $816K
|
74.1K
$8.87M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.03K+ 4.46% |
$626K - $715K
|
165K
$19.7M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
7.02K+ 118.11% |
$626K - $714K
|
13K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.01K+ 6.14% |
$624K - $712K
|
121K
$14.5M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.98K+ 6233.93% |
$622K - $710K
|
7.09K
$850K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6.61K+ 6.96% |
$589K - $672K
|
101K
$12.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.4KNew |
$570K - $651K
|
6.4K
$767K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
5.75KNew |
$512K - $585K
|
5.75K
$689K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.7KNew |
$508K - $580K
|
5.7K
$683K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.56K+ 15.61% |
$495K - $565K
|
41.2K
$4.93M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.37K+ 18.35% |
$478K - $546K
|
34.6K
$4.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
5.36K+ 8.2% |
$477K - $545K
|
70.7K
$8.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5.3K+ 276.46% |
$472K - $539K
|
7.21K
$864K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.3KNew |
$472K - $539K
|
5.3K
$634K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.05KNew |
$450K - $514K
|
5.05K
$605K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.82K+ 504.18% |
$430K - $490K
|
5.78K
$692K
|