Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.9K+ 61.06% |
$1.57M - $2.13M
|
84.1K
$4.59M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.2K+ 8.82% |
$647K - $879K
|
162K
$8.87M
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
6.41K+ 7.84% |
$315K - $428K
|
88.2K
$4.82M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.67K+ 7.98% |
$230K - $312K
|
63.2K
$3.45M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.45K+ 15.89% |
$121K - $164K
|
17.9K
$977K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.33K+ 4.08% |
$65.3K - $88.7K
|
34K
$1.85M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 30.87% |
$56.7K - $77K
|
4.89K
$267K
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
882+ 6.3% |
$43.3K - $58.8K
|
14.9K
$812K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
808+ 10.08% |
$39.7K - $53.9K
|
8.82K
$482K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
785+ 21.36% |
$38.6K - $52.4K
|
4.46K
$244K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
541+ 5.97% |
$26.6K - $36.1K
|
9.6K
$524K
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
540+ 5.48% |
$26.5K - $36K
|
10.4K
$568K
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
237+ 3.73% |
$11.6K - $15.8K
|
6.6K
$360K
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
186New |
$9.14K - $12.4K
|
186
$10.2K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
105+ 114.13% |
$5.16K - $7.01K
|
197
$10.8K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104+ 0.11% |
$5.11K - $6.94K
|
98K
$5.35M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
103New |
$5.06K - $6.87K
|
103
$5.62K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.88% |
$1.67K - $2.27K
|
3.89K
$212K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.7% |
$491 - $667
|
1.44K
$78.6K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.22% |
$49.1 - $66.7
|
463
$25.3K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 3.85% |
$98.3 - $133
|
50
$2.73K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-41- 0.17% |
$2.01K - $2.74K
|
24.5K
$1.34M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-174- 2.13% |
$8.55K - $11.6K
|
8K
$437K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-335- 43.62% |
$16.5K - $22.4K
|
433
$23.6K
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-434- 86.63% |
$21.3K - $29K
|
67
$3.66K
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-653- 11.83% |
$32.1K - $43.6K
|
4.87K
$266K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-653- 26.47% |
$32.1K - $43.6K
|
1.81K
$99.1K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.08K- 8.91% |
$52.9K - $71.8K
|
11K
$600K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 21.93% |
$64.9K - $88.1K
|
4.7K
$257K
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.44K- 14.52% |
$70.9K - $96.3K
|
8.5K
$464K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.07K- 31.32% |
$102K - $138K
|
4.55K
$248K
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.5K- 14.28% |
$123K - $167K
|
15K
$818K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-3.11K- 31.43% |
$153K - $208K
|
6.79K
$371K
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3.45K- 14.17% |
$169K - $230K
|
20.9K
$1.14M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.63K- 43.42% |
$228K - $309K
|
6.04K
$330K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-7.51K- 24.75% |
$369K - $501K
|
22.8K
$1.25M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.65K- 45.27% |
$376K - $510K
|
9.25K
$505K
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-23K- 20.07% |
$1.13M - $1.53M
|
91.6K
$5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.6K- 39.71% |
$1.8M - $2.44M
|
55.5K
$3.03M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-121K- 74.94% |
$5.93M - $8.06M
|
40.4K
$2.21M
|