Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.2K+ 368.62% |
$93.7K - $110K
|
1.52K
$174K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.15K+ 0.61% |
$90K - $106K
|
189K
$21.6M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.09K+ 2.78% |
$85.1K - $100K
|
40.2K
$4.6M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.04K+ 3.67% |
$80.9K - $95.4K
|
29.2K
$3.34M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.03K+ 13.37% |
$80.5K - $94.9K
|
8.74K
$999K
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1K+ 3.21% |
$78.3K - $92.3K
|
32.2K
$3.68M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
964+ 0.72% |
$75.4K - $88.9K
|
135K
$15.4M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
956New |
$74.7K - $88.1K
|
956
$109K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
899+ 17.81% |
$70.3K - $82.9K
|
5.95K
$680K
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
878+ 31.79% |
$68.7K - $80.9K
|
3.64K
$416K
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
876+ 1.36% |
$68.5K - $80.7K
|
65.3K
$7.47M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
862+ 27.61% |
$67.4K - $79.5K
|
3.98K
$456K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
860New |
$67.2K - $79.3K
|
860
$98.3K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
722+ 225.63% |
$56.5K - $66.6K
|
1.04K
$119K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
701+ 43.11% |
$54.8K - $64.6K
|
2.33K
$266K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
700New |
$54.7K - $64.5K
|
700
$80K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
686+ 53.68% |
$53.6K - $63.2K
|
1.96K
$225K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
679+ 5.74% |
$53.1K - $62.6K
|
12.5K
$1.43M
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
655+ 51.94% |
$51.2K - $60.4K
|
1.92K
$219K
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
644+ 11.75% |
$50.4K - $59.4K
|
6.12K
$700K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
632+ 7.44% |
$49.4K - $58.3K
|
9.13K
$1.04M
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
600New |
$46.9K - $55.3K
|
600
$68.6K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
572New |
$44.7K - $52.7K
|
572
$65.4K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
555+ 18.45% |
$43.4K - $51.2K
|
3.56K
$407K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
479New |
$37.5K - $44.2K
|
479
$54.8K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
425New |
$33.2K - $39.2K
|
425
$48.6K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
424+ 8.83% |
$33.2K - $39.1K
|
5.22K
$597K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
414+ 7.35% |
$32.4K - $38.2K
|
6.05K
$691K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
355New |
$27.8K - $32.7K
|
355
$40.6K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
354+ 41.16% |
$27.7K - $32.6K
|
1.21K
$139K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
346+ 6.29% |
$27.1K - $31.9K
|
5.85K
$668K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
307New |
$24K - $28.3K
|
307
$35.1K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
301+ 33.86% |
$23.5K - $27.7K
|
1.19K
$136K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
262+ 5.95% |
$20.5K - $24.2K
|
4.67K
$534K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
235New |
$18.4K - $21.7K
|
235
$26.9K
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
225+ 13.04% |
$17.6K - $20.7K
|
1.95K
$223K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
221+ 4.34% |
$17.3K - $20.4K
|
5.32K
$608K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
221+ 13.72% |
$17.3K - $20.4K
|
1.83K
$209K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
212+ 8.74% |
$16.6K - $19.5K
|
2.64K
$302K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
211+ 9.13% |
$16.5K - $19.4K
|
2.52K
$288K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
210+ 33.07% |
$16.4K - $19.4K
|
845
$96.6K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
200+ 13.4% |
$15.6K - $18.4K
|
1.69K
$193K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
189+ 2.76% |
$14.8K - $17.4K
|
7.05K
$806K
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
184+ 4.07% |
$14.4K - $17K
|
4.71K
$539K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
145+ 0.15% |
$11.3K - $13.4K
|
94.8K
$10.8M
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
136+ 0.34% |
$10.6K - $12.5K
|
39.7K
$4.54M
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
125New |
$9.77K - $11.5K
|
125
$14.3K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
123New |
$9.62K - $11.3K
|
123
$14.1K
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
114+ 0.24% |
$8.91K - $10.5K
|
47.7K
$5.45M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
102+ 1.06% |
$7.98K - $9.4K
|
9.73K
$1.11M
|