Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PSI)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
20.9KNew |
$1.05M - $1.35M
|
20.9K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13KNew |
$651K - $843K
|
13K
$780K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7KNew |
$637K - $825K
|
12.7K
$764K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.81KNew |
$341K - $442K
|
6.81K
$409K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.31KNew |
$316K - $409K
|
6.31K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6KNew |
$300K - $389K
|
6K
$360K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.19KNew |
$260K - $337K
|
5.19K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.73K+ 70.05% |
$237K - $307K
|
11.5K
$689K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.65KNew |
$233K - $301K
|
4.65K
$279K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.36KNew |
$218K - $282K
|
4.36K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.27KNew |
$164K - $212K
|
3.27K
$196K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
764New |
$38.3K - $49.5K
|
764
$45.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
397+ 1.34% |
$19.9K - $25.7K
|
30.1K
$1.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
362+ 21.27% |
$18.1K - $23.5K
|
2.06K
$124K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
236+ 5.48% |
$11.8K - $15.3K
|
4.54K
$272K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
167+ 1.08% |
$8.37K - $10.8K
|
15.6K
$939K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
126New |
$6.31K - $8.17K
|
126
$7.56K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.07% |
$150 - $195
|
4.04K
$243K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.11% |
$50.1 - $64.8
|
910
$54.6K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$477K - $605K
|
10.4K
$624K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.95KNew |
$181K - $230K
|
3.95K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.9KNew |
$179K - $227K
|
3.9K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.78KNew |
$173K - $220K
|
3.78K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.66KNew |
$168K - $213K
|
3.66K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.1KNew |
$96.2K - $122K
|
2.1K
$126K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
795New |
$36.5K - $46.3K
|
795
$47.7K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$275 - $349
|
6
$360
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$45.9 - $58.2
|
1
$60
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.37KNew |
$166K - $219K
|
4.37K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.31KNew |
$163K - $216K
|
4.31K
$259K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
962New |
$36.5K - $48.2K
|
962
$57.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
608+ 675.56% |
$23.1K - $30.4K
|
698
$41.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
600New |
$22.8K - $30K
|
600
$36K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
200New |
$7.58K - $10K
|
200
$12K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15New |
$569 - $751
|
15
$900
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$455 - $601
|
12
$720
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12New |
$455 - $601
|
12
$720
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.28K+ 199.38% |
$384K - $1.3M
|
13.9K
$836K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6.59K+ 200.0% |
$273K - $925K
|
9.88K
$593K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$224K - $758K
|
5.4K
$324K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.58K+ 200.0% |
$190K - $644K
|
6.88K
$413K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.58K+ 200.0% |
$190K - $644K
|
6.88K
$413K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.5K+ 200.0% |
$145K - $491K
|
5.25K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.2K+ 200.0% |
$133K - $450K
|
4.8K
$288K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.39K+ 200.0% |
$99.2K - $336K
|
3.59K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.43K+ 146.61% |
$59.1K - $201K
|
2.4K
$144K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.14K+ 200.0% |
$47.4K - $161K
|
1.72K
$103K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.02KNew |
$42.1K - $143K
|
1.02K
$61K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
500+ 200.0% |
$20.7K - $70.2K
|
750
$45K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
440+ 200.0% |
$18.2K - $61.8K
|
660
$39.6K
|
|