Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
82.6K+ 123.96% |
$4.14M - $5.36M
|
149K
$8.95M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
75.4KNew |
$3.78M - $4.89M
|
75.4K
$4.52M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.8K+ 8.39% |
$1.94M - $2.52M
|
501K
$30M
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
32.7KNew |
$1.64M - $2.12M
|
32.7K
$1.96M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
25.7K+ 12.83% |
$1.29M - $1.67M
|
226K
$13.5M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
20.9KNew |
$1.05M - $1.35M
|
20.9K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 3.33% |
$669K - $865K
|
414K
$24.8M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13KNew |
$651K - $843K
|
13K
$779K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7KNew |
$637K - $825K
|
12.7K
$762K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3K+ 5.21% |
$516K - $668K
|
208K
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.97K+ 131.37% |
$450K - $582K
|
15.8K
$947K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.81KNew |
$341K - $442K
|
6.81K
$408K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.31KNew |
$316K - $409K
|
6.31K
$378K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6KNew |
$300K - $389K
|
6K
$359K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.91K+ 882.96% |
$296K - $383K
|
6.58K
$394K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.19KNew |
$260K - $337K
|
5.19K
$311K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.97K+ 300.6% |
$249K - $322K
|
6.62K
$397K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.85K+ 84.42% |
$243K - $314K
|
10.6K
$635K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.8K+ 45.04% |
$240K - $311K
|
15.4K
$925K
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.73K+ 70.05% |
$237K - $307K
|
11.5K
$688K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.65KNew |
$233K - $301K
|
4.65K
$278K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.36KNew |
$218K - $282K
|
4.36K
$261K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.25K+ 4.54% |
$213K - $276K
|
97.9K
$5.86M
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.68KNew |
$184K - $238K
|
3.68K
$220K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.49K+ 11.97% |
$175K - $226K
|
32.6K
$1.96M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.3K+ 5.97% |
$165K - $214K
|
58.5K
$3.51M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.27KNew |
$164K - $212K
|
3.27K
$196K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.46K+ 2.74% |
$123K - $160K
|
92.1K
$5.52M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.06KNew |
$103K - $133K
|
2.06K
$123K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.62K+ 10.03% |
$81K - $105K
|
17.7K
$1.06M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36K+ 3.77% |
$68.1K - $88.1K
|
37.4K
$2.24M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.3KNew |
$65.1K - $84.2K
|
1.3K
$77.8K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.07K+ 11.63% |
$53.7K - $69.5K
|
10.3K
$616K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
856+ 0.24% |
$42.9K - $55.5K
|
355K
$21.2M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
764New |
$38.3K - $49.5K
|
764
$45.8K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
735New |
$36.8K - $47.7K
|
735
$44K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
715New |
$35.8K - $46.4K
|
715
$42.8K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
683+ 8.15% |
$34.2K - $44.3K
|
9.06K
$543K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
600+ 141.18% |
$30.1K - $38.9K
|
1.03K
$61.4K
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
600+ 6.48% |
$30.1K - $38.9K
|
9.85K
$590K
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
589+ 6.3% |
$29.5K - $38.2K
|
9.94K
$595K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
516+ 1.73% |
$25.9K - $33.5K
|
30.3K
$1.82M
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
501New |
$25.1K - $32.5K
|
501
$30K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
397+ 1.34% |
$19.9K - $25.7K
|
30.1K
$1.8M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
386+ 4.04% |
$19.3K - $25K
|
9.95K
$596K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
362+ 21.27% |
$18.1K - $23.5K
|
2.06K
$124K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
347+ 286.78% |
$17.4K - $22.5K
|
468
$28K
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
332+ 2.83% |
$16.6K - $21.5K
|
12.1K
$723K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
303+ 0.19% |
$15.2K - $19.6K
|
161K
$9.65M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
236+ 5.48% |
$11.8K - $15.3K
|
4.54K
$272K
|