Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.17% |
$75.8 - $100
|
1.21K
$71.5K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.0% |
$37.9 - $50.1
|
26.5K
$1.57M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-39- 7.14% |
$1.48K - $1.95K
|
507
$30K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52- 0.86% |
$1.97K - $2.6K
|
5.96K
$353K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-56- 0.06% |
$2.12K - $2.8K
|
94.8K
$5.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-120- 4.25% |
$4.55K - $6.01K
|
2.71K
$160K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-139- 0.67% |
$5.27K - $6.96K
|
20.6K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-141- 1.81% |
$5.35K - $7.06K
|
7.63K
$452K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-153- 2.37% |
$5.8K - $7.66K
|
6.3K
$373K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-242- 2.76% |
$9.18K - $12.1K
|
8.54K
$506K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-394- 3.7% |
$14.9K - $19.7K
|
10.3K
$607K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-483- 51.11% |
$18.3K - $24.2K
|
462
$27.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-503- 4.6% |
$19.1K - $25.2K
|
10.4K
$619K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-605- 1.09% |
$22.9K - $30.3K
|
54.9K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-641- 5.03% |
$24.3K - $32.1K
|
12.1K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-642- 3.74% |
$24.3K - $32.1K
|
16.5K
$978K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-655- 6.38% |
$24.8K - $32.8K
|
9.62K
$570K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-795- 30.16% |
$30.1K - $39.8K
|
1.84K
$109K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-807- 2.56% |
$30.6K - $40.4K
|
30.7K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-812- 10.77% |
$30.8K - $40.6K
|
6.72K
$398K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-843- 3.34% |
$32K - $42.2K
|
24.4K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.19K- 14.87% |
$45.2K - $59.7K
|
6.83K
$405K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.23K- 5.24% |
$46.5K - $61.4K
|
22.2K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.73K- 3.12% |
$65.6K - $86.7K
|
53.7K
$3.18M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.3K- 2.76% |
$87.3K - $115K
|
81.1K
$4.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.31K- 2.81% |
$126K - $166K
|
115K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.34K- 1.79% |
$127K - $167K
|
183K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.51K- 1.98% |
$133K - $176K
|
174K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.67K- 1.71% |
$139K - $183K
|
210K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.46K- 93.27% |
$207K - $274K
|
394
$23.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.51K- 7.4% |
$285K - $376K
|
93.9K
$5.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.65K- 26.97% |
$290K - $383K
|
20.7K
$1.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-7.92K- 26.55% |
$300K - $396K
|
21.9K
$1.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-10.5K- 32.02% |
$400K - $528K
|
22.4K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 3.74% |
$651K - $859K
|
442K
$26.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.9K- 98.97% |
$717K - $946K
|
196
$11.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.2K- 8.2% |
$878K - $1.16M
|
259K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.1K- 26.24% |
$1.6M - $2.11M
|
118K
$7.01M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.1K- 92.48% |
$1.67M - $2.21M
|
3.59K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.7K- 9.44% |
$1.85M - $2.44M
|
467K
$27.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-50.1K- 84.85% |
$1.9M - $2.51M
|
8.94K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-181K- 51.82% |
$6.85M - $9.04M
|
168K
$9.94M
|