Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PTF)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PTF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.28K- 15.77% |
$68.4K - $83.7K
|
6.81K
$513K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 5.59% |
$62.6K - $76.7K
|
22.1K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.8K+ 60.67% |
$738K - $904K
|
36.4K
$2.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
766+ 5.43% |
$41.1K - $50.3K
|
14.9K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-165- 2.05% |
$8.85K - $10.8K
|
7.9K
$595K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-24- 0.38% |
$1.29K - $1.58K
|
6.28K
$473K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-50- 0.12% |
$2.68K - $3.28K
|
40K
$3.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.6K+ 58.15% |
$2.61M - $3.19M
|
132K
$9.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22+ 0.37% |
$1.18K - $1.44K
|
5.89K
$444K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.1K+ 59.08% |
$2.63M - $3.22M
|
132K
$9.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.68K- 2.09% |
$198K - $242K
|
173K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
481+ 4.46% |
$25.8K - $31.6K
|
11.3K
$850K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-607- 3.71% |
$32.5K - $39.9K
|
15.8K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
300New |
$16.1K - $19.7K
|
300
$22.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-990- 9.83% |
$53.1K - $65K
|
9.08K
$684K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-144- 2.57% |
$7.72K - $9.46K
|
5.47K
$412K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-115- 0.35% |
$6.17K - $7.55K
|
33.1K
$2.5M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-42- 0.35% |
$2.15K - $2.62K
|
11.9K
$899K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.28KNew |
$168K - $205K
|
3.28K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.36KNew |
$172K - $210K
|
3.36K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
500+ 7.82% |
$25.6K - $31.2K
|
6.9K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
318New |
$16.3K - $19.8K
|
318
$24K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-150- 34.01% |
$7.67K - $9.35K
|
291
$21.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$10.2K - $12.5K
|
200
$15.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
110New |
$5.62K - $6.86K
|
110
$8.29K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
586New |
$30K - $36.5K
|
586
$44.2K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
201New |
$10.3K - $12.5K
|
201
$15.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.54K- 98.21% |
$78.6K - $95.8K
|
28
$2.11K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
335New |
$17.1K - $20.9K
|
335
$25.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200+ 2000.0% |
$10.2K - $12.5K
|
210
$15.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
2.42K+ 22.84% |
$124K - $151K
|
13K
$980K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-972- 18.13% |
$49.7K - $60.6K
|
4.39K
$331K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-728- 5.14% |
$34.3K - $42.7K
|
13.4K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-20- 0.1% |
$943 - $1.17K
|
21K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-60- 75.0% |
$2.83K - $3.52K
|
20
$1.51K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.75K+ 25.22% |
$82.5K - $103K
|
8.69K
$655K
|
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
BUY
|
- |
3.6KNew |
$170K - $211K
|
3.6K
$271K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-46.9K- 76.18% |
$2.21M - $2.75M
|
14.7K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.8KNew |
$84.9K - $105K
|
1.8K
$136K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
385New |
$18.1K - $22.6K
|
385
$29K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$7.07K - $8.79K
|
150
$11.3K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
420New |
$17K - $21.6K
|
420
$31.7K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
60New |
$2.43K - $3.09K
|
60
$4.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-2.8K- 37.84% |
$113K - $144K
|
4.6K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.28KNew |
$173K - $220K
|
4.28K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-450- 6.23% |
$18.2K - $23.2K
|
6.78K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 25.94% |
$477K - $607K
|
33.6K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-27- 0.13% |
$1.09K - $1.39K
|
21K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.65KNew |
$188K - $239K
|
4.65K
$351K
|
|