Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PSI)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 22.75% |
$5.24M - $7.18M
|
597K
$36.4M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-459- 9.38% |
$21.7K - $29.8K
|
4.43K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-273- 2.86% |
$12.9K - $17.7K
|
9.28K
$566K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
173K+ 772.09% |
$8.2M - $11.2M
|
195K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.13K+ 26.05% |
$53.5K - $73.4K
|
5.47K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.56K+ 60.02% |
$121K - $167K
|
6.83K
$416K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-418- 1.0% |
$19.8K - $27.2K
|
41.4K
$2.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200+ 1.07% |
$9.48K - $13K
|
18.9K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-373- 1.5% |
$17.7K - $24.2K
|
24.6K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.47K+ 5.84% |
$401K - $551K
|
154K
$9.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
47+ 0.54% |
$2.23K - $3.05K
|
8.73K
$532K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-28K- 93.11% |
$1.33M - $1.82M
|
2.07K
$126K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-75- 50.0% |
$3.55K - $4.87K
|
75
$4.57K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-285- 6.08% |
$13.5K - $18.5K
|
4.41K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
439+ 21.26% |
$20.8K - $28.5K
|
2.5K
$153K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-950- 5.66% |
$45K - $61.7K
|
15.8K
$965K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
45New |
$2.13K - $2.92K
|
45
$2.74K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
500+ 8.89% |
$23.7K - $32.5K
|
6.12K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-990- 10.73% |
$46.9K - $64.3K
|
8.24K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.92K+ 1.94% |
$91.2K - $125K
|
101K
$6.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-636- 6.32% |
$30.1K - $41.3K
|
9.43K
$574K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2K- 29.24% |
$94.8K - $130K
|
4.84K
$295K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
35New |
$1.66K - $2.27K
|
35
$2.13K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.2KNew |
$862K - $1.18M
|
18.2K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-8.32K- 44.87% |
$394K - $541K
|
10.2K
$623K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.42K- 1.6% |
$67.5K - $92.5K
|
87.6K
$5.34M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12K- 15.22% |
$641K - $733K
|
67K
$4.08M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.79KNew |
$95.4K - $109K
|
1.79K
$109K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
278+ 1.87% |
$14.8K - $17K
|
15.2K
$923K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-995- 4.0% |
$53K - $60.7K
|
23.8K
$1.45M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
17New |
$905 - $1.04K
|
17
$1.04K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-450- 9.96% |
$24K - $27.4K
|
4.07K
$248K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31New |
$1.65K - $1.89K
|
31
$1.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.3K- 89.81% |
$1.88M - $2.16M
|
4.01K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.05% |
$107 - $122
|
4.04K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.74K- 66.27% |
$92.6K - $106K
|
885
$53.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-75- 1.71% |
$3.99K - $4.57K
|
4.32K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11K- 73.26% |
$584K - $669K
|
4K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12New |
$639 - $732
|
12
$731
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
425New |
$22.6K - $25.9K
|
425
$25.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-335- 4.93% |
$17.8K - $20.4K
|
6.46K
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
172KNew |
$9.16M - $10.5M
|
172K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
190New |
$10.1K - $11.6K
|
190
$11.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17.8KNew |
$950K - $1.09M
|
17.8K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.88K+ 1484.88% |
$366K - $419K
|
7.34K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.11% |
$53.3 - $61
|
911
$55.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-43- 0.61% |
$2.29K - $2.62K
|
6.96K
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-145- 0.16% |
$7.72K - $8.84K
|
91.4K
$5.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-469- 6.91% |
$25K - $28.6K
|
6.32K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20- 40.0% |
$1.07K - $1.22K
|
30
$1.83K
|
|