Purchases and Sales Made in Q2 2023 in Invesco Dwa Industrials Moment (PRN)
This table provides information about the institutional ownership of Invesco Dwa Industrials Moment (PRN) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO DWA INDUSTRIALS MOMENT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$1.81M - $2.13M
|
20.2K
$3.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
13.9KNew |
$1.24M - $1.46M
|
13.9K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.1K+ 212.01% |
$1.08M - $1.27M
|
17.8K
$3.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.55K+ 219.8% |
$497K - $584K
|
8.08K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.03K+ 13.71% |
$360K - $424K
|
33.4K
$5.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.23K+ 5.18% |
$289K - $340K
|
65.6K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.32KNew |
$208K - $244K
|
2.32K
$393K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.22K+ 47.28% |
$199K - $234K
|
6.92K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.99K+ 14.24% |
$178K - $209K
|
15.9K
$2.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 10.3% |
$128K - $150K
|
15.3K
$2.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
914+ 12.8% |
$81.8K - $96.2K
|
8.05K
$1.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
898+ 12.12% |
$80.4K - $94.5K
|
8.31K
$1.41M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
491+ 86.14% |
$43.9K - $51.7K
|
1.06K
$180K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
491+ 86.14% |
$43.9K - $51.7K
|
1.06K
$180K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
452+ 6.71% |
$40.4K - $47.6K
|
7.19K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
403New |
$36.1K - $42.4K
|
403
$68.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
377New |
$33.7K - $39.7K
|
377
$63.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
187New |
$16.7K - $19.7K
|
187
$31.6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
175New |
$15.7K - $18.4K
|
175
$29.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
140+ 97.9% |
$12.5K - $14.7K
|
283
$47.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
120+ 4.13% |
$10.7K - $12.6K
|
3.03K
$512K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 1.52% |
$1.97K - $2.32K
|
1.47K
$249K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.37% |
$537 - $631
|
1.63K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.09% |
$89.5 - $105
|
1.07K
$181K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-8- 0.16% |
$716 - $842
|
4.94K
$837K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9- 0.15% |
$805 - $947
|
5.99K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20- 0.06% |
$1.79K - $2.1K
|
33.1K
$5.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-125- 2.01% |
$11.2K - $13.2K
|
6.1K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-204- 3.9% |
$18.3K - $21.5K
|
5.03K
$850K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-292- 0.9% |
$26.1K - $30.7K
|
32.2K
$5.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-297- 6.3% |
$26.6K - $31.3K
|
4.42K
$747K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-487- 3.53% |
$43.6K - $51.2K
|
13.3K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-505- 12.7% |
$45.2K - $53.1K
|
3.47K
$587K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-588- 14.43% |
$52.6K - $61.9K
|
3.49K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.1K- 0.84% |
$98K - $115K
|
129K
$21.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.25K- 30.9% |
$112K - $131K
|
2.79K
$472K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.48K- 2.08% |
$221K - $260K
|
116K
$19.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.98K- 5.75% |
$267K - $314K
|
48.8K
$8.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.28K- 24.5% |
$294K - $346K
|
10.1K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-5.11K- 14.65% |
$457K - $538K
|
29.8K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.36K- 9.34% |
$480K - $564K
|
52K
$8.8M
|