Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
147KNew |
$16.1M - $20.2M
|
147K
$8.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
124K+ 195.15% |
$13.5M - $17M
|
188K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65K+ 272.13% |
$7.09M - $8.89M
|
88.9K
$4.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.3K+ 69.8% |
$5.05M - $6.33M
|
113K
$6.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.1K+ 30.24% |
$4.7M - $5.9M
|
186K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
23.3KNew |
$2.54M - $3.19M
|
23.3K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.3K+ 64.85% |
$2.11M - $2.64M
|
49.1K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.8K+ 890.39% |
$2.05M - $2.57M
|
20.9K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
17.6KNew |
$1.92M - $2.41M
|
17.6K
$982K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.6K+ 101.36% |
$1.82M - $2.28M
|
33.1K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 32.98% |
$1.71M - $2.15M
|
63.2K
$3.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 16.13% |
$1.65M - $2.07M
|
109K
$6.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2K+ 15.13% |
$1.55M - $1.95M
|
108K
$6.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 54.3% |
$1.28M - $1.6M
|
33.3K
$1.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
10.4KNew |
$1.13M - $1.42M
|
10.4K
$578K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.16KNew |
$780K - $979K
|
7.16K
$398K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.97K+ 58.52% |
$760K - $953K
|
18.9K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.96K+ 50.81% |
$541K - $678K
|
14.7K
$820K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.81KNew |
$525K - $658K
|
4.81K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.65KNew |
$507K - $636K
|
4.65K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.22KNew |
$460K - $577K
|
4.22K
$235K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.13K+ 167.33% |
$451K - $565K
|
6.6K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.9K+ 126.26% |
$425K - $533K
|
6.98K
$389K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.49KNew |
$381K - $477K
|
3.49K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.32K+ 223.37% |
$362K - $454K
|
4.8K
$267K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.02K+ 24.11% |
$329K - $412K
|
15.5K
$864K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.85KNew |
$311K - $390K
|
2.85K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.63K+ 4.37% |
$287K - $360K
|
62.8K
$3.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$265K - $332K
|
2.43K
$135K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.42K+ 3.74% |
$264K - $331K
|
67.2K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.38KNew |
$260K - $326K
|
2.38K
$133K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.37K+ 98.42% |
$259K - $324K
|
4.78K
$266K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.37KNew |
$258K - $324K
|
2.37K
$132K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.75KNew |
$191K - $239K
|
1.75K
$97.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.73KNew |
$189K - $237K
|
1.73K
$96.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.6KNew |
$175K - $219K
|
1.6K
$89.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.59KNew |
$173K - $217K
|
1.59K
$88.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.56KNew |
$170K - $213K
|
1.56K
$86.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.51KNew |
$164K - $206K
|
1.51K
$83.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.49KNew |
$163K - $204K
|
1.49K
$83.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1.46K+ 488.0% |
$160K - $200K
|
1.76K
$98.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.44K+ 2.07% |
$157K - $197K
|
71.1K
$3.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.17KNew |
$127K - $159K
|
1.17K
$64.9K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$109K - $137K
|
1K
$55.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
974New |
$106K - $133K
|
974
$54.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
691+ 105.82% |
$75.4K - $94.5K
|
1.34K
$74.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
597+ 7.37% |
$65.1K - $81.7K
|
8.69K
$484K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
517+ 111.42% |
$56.4K - $70.7K
|
981
$54.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$54.5K - $68.4K
|
500
$27.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
254New |
$27.7K - $34.7K
|
254
$14.1K
|