Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.1K+ 23.76% |
$2.21M - $2.8M
|
251K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39.5K+ 21.87% |
$1.81M - $2.3M
|
220K
$12M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
29.1KNew |
$1.34M - $1.7M
|
29.1K
$1.59M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.8KNew |
$1.09M - $1.39M
|
23.8K
$1.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
22.3K+ 825.84% |
$1.03M - $1.3M
|
25K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
17.3K+ 9.46% |
$795K - $1.01M
|
200K
$10.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.2K+ 4.07% |
$744K - $943K
|
414K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$725K - $920K
|
15.8K
$862K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
11.7KNew |
$539K - $683K
|
11.7K
$640K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$477K - $605K
|
10.4K
$567K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.01KNew |
$368K - $466K
|
8.01K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.75KNew |
$310K - $393K
|
6.75K
$368K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.88K+ 32.95% |
$270K - $342K
|
23.7K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.75KNew |
$264K - $334K
|
5.75K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.69K+ 114.9% |
$261K - $331K
|
10.6K
$581K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.09K+ 1.24% |
$234K - $296K
|
414K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.09K+ 1.24% |
$234K - $296K
|
414K
$22.6M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.77KNew |
$219K - $278K
|
4.77K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.3KNew |
$198K - $251K
|
4.3K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.95KNew |
$181K - $230K
|
3.95K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.9KNew |
$179K - $227K
|
3.9K
$213K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.78KNew |
$173K - $220K
|
3.78K
$206K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.74KNew |
$172K - $218K
|
3.74K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.66KNew |
$168K - $213K
|
3.66K
$200K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.39K+ 29.96% |
$155K - $197K
|
14.7K
$801K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.05K+ 48.34% |
$140K - $177K
|
9.35K
$510K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
2.47KNew |
$113K - $144K
|
2.47K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.1KNew |
$96.2K - $122K
|
2.1K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.01K+ 1.69% |
$92K - $117K
|
120K
$6.56M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2K+ 200.0% |
$91.8K - $116K
|
3K
$164K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.78K+ 8.61% |
$81.6K - $104K
|
22.4K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.54K+ 2.87% |
$70.7K - $89.7K
|
55.2K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.53K+ 19.91% |
$70.2K - $89.1K
|
9.22K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.35K+ 236.97% |
$61.8K - $78.4K
|
1.91K
$104K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22K+ 14.67% |
$56.1K - $71.2K
|
9.56K
$521K
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.1K+ 1.35% |
$50.5K - $64K
|
82.6K
$4.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.06K+ 73.18% |
$48.5K - $61.5K
|
2.5K
$136K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05K+ 1.59% |
$48K - $60.8K
|
66.7K
$3.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
889+ 1.74% |
$40.8K - $51.8K
|
52K
$2.84M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
795New |
$36.5K - $46.3K
|
795
$43.4K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
760+ 8.95% |
$34.9K - $44.2K
|
9.25K
$505K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
714+ 2.93% |
$32.8K - $41.6K
|
25.1K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
495+ 41.01% |
$22.7K - $28.8K
|
1.7K
$92.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
425New |
$19.5K - $24.7K
|
425
$23.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
300+ 5.03% |
$13.8K - $17.5K
|
6.26K
$341K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
261+ 133.16% |
$12K - $15.2K
|
457
$24.9K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
196+ 213.04% |
$9K - $11.4K
|
288
$15.7K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
91+ 3.72% |
$4.18K - $5.3K
|
2.54K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
90+ 55.9% |
$4.13K - $5.24K
|
251
$13.7K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77+ 1.17% |
$3.54K - $4.48K
|
6.66K
$363K
|