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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
66+ 0.41% |
$3.03K - $3.84K
|
16.3K
$893K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10+ 0.22% |
$459 - $582
|
4.54K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$275 - $349
|
6
$328
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.83% |
$45.9 - $58.2
|
121
$6.61K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$45.9 - $58.2
|
1
$54.6
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 50.0% |
$45.9 - $58.2
|
1
$54.6
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1- -0.0% |
$45.9 - $58.2
|
26.5K
$1.45M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.07% |
$275 - $349
|
8.54K
$466K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14- 18.18% |
$643 - $815
|
63
$3.44K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-20- 0.45% |
$918 - $1.16K
|
4.47K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-51- 0.49% |
$2.34K - $2.97K
|
10.4K
$567K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-73- 0.38% |
$3.35K - $4.25K
|
19.1K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-244- 0.26% |
$11.2K - $14.2K
|
93.6K
$5.11M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-289- 0.8% |
$13.3K - $16.8K
|
36K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-359- 2.59% |
$16.5K - $20.9K
|
13.5K
$736K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-403- 2.44% |
$18.5K - $23.5K
|
16.1K
$880K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-460- 4.78% |
$21.1K - $26.8K
|
9.16K
$500K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-565- 9.11% |
$25.9K - $32.9K
|
5.64K
$308K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-705- 9.52% |
$32.4K - $41K
|
6.7K
$366K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-814- 8.85% |
$37.4K - $47.4K
|
8.38K
$458K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.01K- 3.28% |
$46.3K - $58.7K
|
29.7K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.11K- 14.52% |
$50.9K - $64.5K
|
6.52K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.17K- 2.02% |
$53.6K - $67.9K
|
56.5K
$3.09M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.22K- 11.85% |
$55.8K - $70.7K
|
9.04K
$494K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.27K- 1.57% |
$58.4K - $74.1K
|
79.8K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.02K- 9.24% |
$92.9K - $118K
|
19.9K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.25K- 3.97% |
$103K - $131K
|
54.6K
$2.98M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.67K- 4.86% |
$122K - $155K
|
52.3K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.92K- 81.35% |
$134K - $170K
|
669
$36.5K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.02K- 44.85% |
$138K - $176K
|
3.71K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.57K- 0.98% |
$210K - $266K
|
462K
$25.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.14K- 5.42% |
$236K - $299K
|
89.7K
$4.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.28K- 23.81% |
$242K - $307K
|
16.9K
$923K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.76K- 25.73% |
$264K - $335K
|
16.6K
$908K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-6.87K- 32.8% |
$315K - $400K
|
14.1K
$768K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.35K- 35.47% |
$338K - $428K
|
13.4K
$730K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.69K- 57.75% |
$353K - $448K
|
5.63K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-8.36K- 83.48% |
$384K - $486K
|
1.65K
$90.3K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.53K- 3.29% |
$391K - $496K
|
251K
$13.7M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.73K- 61.56% |
$447K - $566K
|
6.08K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.9K- 3.0% |
$502K - $636K
|
354K
$19.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.2K- 5.81% |
$560K - $710K
|
198K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.4K- 99.24% |
$662K - $840K
|
111
$6.06K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.8K- 8.94% |
$725K - $919K
|
161K
$8.78M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.9K- 9.74% |
$777K - $986K
|
157K
$8.57M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.3K- 75.62% |
$1.12M - $1.41M
|
7.83K
$428K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-41.2K- 9.32% |
$1.89M - $2.4M
|
400K
$21.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-45.8K- 92.4% |
$2.1M - $2.67M
|
3.77K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-46.8K- 27.89% |
$2.15M - $2.73M
|
121K
$6.61M
|