Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.7K+ 30.04% |
$2.15M - $2.68M
|
93.8K
$5.12M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 23.22% |
$1.3M - $1.62M
|
69.7K
$3.8M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.9K+ 25.51% |
$1.28M - $1.6M
|
63.6K
$3.47M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
9.14KNew |
$907K - $1.13M
|
9.14K
$499K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.1KNew |
$803K - $1M
|
8.1K
$442K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.63KNew |
$559K - $696K
|
5.63K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.46K+ 22.96% |
$442K - $551K
|
23.9K
$1.3M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.46K+ 22.96% |
$442K - $551K
|
23.9K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.29KNew |
$327K - $407K
|
3.29K
$180K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.27K+ 2.35% |
$324K - $404K
|
143K
$7.79M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.25KNew |
$322K - $401K
|
3.25K
$177K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.19K+ 74.07% |
$317K - $395K
|
7.51K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.1K+ 124.4% |
$308K - $383K
|
5.59K
$305K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.27KNew |
$225K - $280K
|
2.27K
$124K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2.22KNew |
$221K - $275K
|
2.22K
$121K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.12KNew |
$211K - $262K
|
2.12K
$116K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.11KNew |
$210K - $261K
|
2.11K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.88KNew |
$186K - $232K
|
1.88K
$102K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 17.57% |
$186K - $231K
|
12.5K
$685K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.67KNew |
$165K - $206K
|
1.67K
$91K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.61K+ 17.96% |
$160K - $199K
|
10.6K
$579K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.49KNew |
$147K - $183K
|
1.49K
$81.1K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.28K+ 1.38% |
$127K - $158K
|
94.1K
$5.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.1K+ 47.14% |
$109K - $135K
|
3.42K
$187K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
680+ 7.49% |
$67.5K - $84K
|
9.76K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
444+ 3.87% |
$44.1K - $54.9K
|
11.9K
$650K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
365New |
$36.2K - $45.1K
|
365
$19.9K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
337+ 1.04% |
$33.4K - $41.6K
|
32.8K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
320+ 6.12% |
$31.8K - $39.5K
|
5.55K
$303K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
300New |
$29.8K - $37.1K
|
300
$16.4K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
269New |
$26.7K - $33.2K
|
269
$14.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
262+ 7.85% |
$26K - $32.4K
|
3.6K
$197K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
256New |
$25.4K - $31.6K
|
256
$14K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
195+ 1.05% |
$19.3K - $24.1K
|
18.8K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
171+ 7.12% |
$17K - $21.1K
|
2.57K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
87+ 2.9% |
$8.63K - $10.7K
|
3.09K
$168K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
83New |
$8.24K - $10.3K
|
83
$4.53K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76+ 0.92% |
$7.54K - $9.39K
|
8.32K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
50+ 2.38% |
$4.96K - $6.18K
|
2.15K
$117K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48New |
$4.76K - $5.93K
|
48
$2.62K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
17New |
$1.69K - $2.1K
|
17
$928
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10New |
$992 - $1.24K
|
10
$546
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2+ 2.0% |
$198 - $247
|
102
$5.57K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.05% |
$99.2 - $124
|
1.9K
$104K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.15% |
$99.2 - $124
|
653
$35.7K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.25% |
$496 - $618
|
2.03K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-39- 1.32% |
$3.87K - $4.82K
|
2.92K
$160K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-40- 30.77% |
$3.97K - $4.94K
|
90
$4.91K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-40- 1.19% |
$3.97K - $4.94K
|
3.33K
$182K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-44- 2.19% |
$4.37K - $5.44K
|
1.97K
$107K
|