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 |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
133+ 13.43% |
$11.9K - $13.5K
|
1.12K
$135K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
118+ 1.29% |
$10.5K - $12K
|
9.29K
$1.11M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
115+ 3.68% |
$10.2K - $11.7K
|
3.24K
$388K
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
111New |
$9.89K - $11.3K
|
111
$13.3K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
101New |
$9K - $10.3K
|
101
$12.1K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
101+ 12.72% |
$9K - $10.3K
|
895
$107K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$8.91K - $10.2K
|
100
$12K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 21.88% |
$8.91K - $10.2K
|
557
$66.7K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
100+ 0.8% |
$8.91K - $10.2K
|
12.6K
$1.51M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
100+ 31.65% |
$8.91K - $10.2K
|
416
$49.8K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
93+ 1.75% |
$8.29K - $9.46K
|
5.41K
$648K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
83New |
$7.4K - $8.44K
|
83
$9.94K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
81+ 0.3% |
$7.22K - $8.24K
|
26.7K
$3.2M
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
80+ 0.28% |
$7.13K - $8.14K
|
28.6K
$3.42M
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
79+ 0.97% |
$7.04K - $8.04K
|
8.23K
$986K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
76+ 23.38% |
$6.77K - $7.73K
|
401
$48K
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
73+ 71.57% |
$6.51K - $7.42K
|
175
$21K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62+ 1.56% |
$5.52K - $6.31K
|
4.05K
$485K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
51+ 0.65% |
$4.54K - $5.19K
|
7.84K
$939K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49New |
$4.37K - $4.98K
|
49
$5.87K
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
49New |
$4.37K - $4.98K
|
49
$5.87K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30New |
$2.67K - $3.05K
|
30
$3.59K
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
23+ 0.38% |
$2.05K - $2.34K
|
6.15K
$736K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 0.09% |
$535 - $610
|
6.96K
$834K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4New |
$356 - $407
|
4
$479
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.09% |
$356 - $407
|
4.62K
$554K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4+ 0.01% |
$356 - $407
|
32.2K
$3.85M
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.11% |
$356 - $407
|
3.54K
$424K
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.09% |
$356 - $407
|
4.62K
$554K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4+ 0.11% |
$356 - $407
|
3.53K
$423K
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
3+ 0.11% |
$267 - $305
|
2.82K
$338K
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$178 - $203
|
2.33K
$279K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.08% |
$178 - $203
|
2.52K
$302K
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.06% |
$89.1 - $102
|
1.63K
$195K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.06% |
$89.1 - $102
|
1.69K
$203K
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.34% |
$89.1 - $102
|
293
$35.1K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$89.1 - $102
|
1
$120
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.33% |
$89.1 - $102
|
308
$36.9K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.11% |
$89.1 - $102
|
942
$113K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$89.1 - $102
|
1
$120
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1- 0.03% |
$89.1 - $102
|
3.84K
$460K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-5- 0.09% |
$446 - $509
|
5.84K
$700K
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-18- 0.05% |
$1.6K - $1.83K
|
39.7K
$4.75M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-37- 0.53% |
$3.3K - $3.76K
|
6.96K
$834K
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-45- 1.4% |
$4.01K - $4.58K
|
3.17K
$380K
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-48- 0.42% |
$4.28K - $4.88K
|
11.4K
$1.36M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-60- 1.23% |
$5.35K - $6.1K
|
4.81K
$576K
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-62- 0.68% |
$5.52K - $6.31K
|
9.12K
$1.09M
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-67- 50.38% |
$5.97K - $6.81K
|
66
$7.91K
|