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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.28KNew |
$391K - $505K
|
6.28K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.09K- 4.37% |
$130K - $168K
|
45.8K
$3.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
68New |
$4.24K - $5.47K
|
68
$4.52K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
39New |
$2.43K - $3.14K
|
39
$2.59K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3KNew |
$187K - $241K
|
3K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.44KNew |
$214K - $277K
|
3.44K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$6.23K - $8.05K
|
100
$6.64K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-565- 7.16% |
$35.2K - $45.5K
|
7.33K
$487K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-241- 0.73% |
$15K - $19.4K
|
32.9K
$2.18M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65+ 1.7% |
$3.49K - $4.27K
|
3.89K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.01K- 32.86% |
$108K - $132K
|
4.11K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
200New |
$10.7K - $13.1K
|
200
$13.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
13.6KNew |
$727K - $890K
|
13.6K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.89KNew |
$423K - $518K
|
7.89K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
235New |
$12.6K - $15.4K
|
235
$15.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.33K- 41.2% |
$125K - $153K
|
3.32K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.28K- 15.77% |
$68.4K - $83.7K
|
6.81K
$452K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.1K+ 59.08% |
$2.63M - $3.22M
|
132K
$8.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.6K+ 58.15% |
$2.61M - $3.19M
|
132K
$8.78M
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-150- 34.01% |
$7.67K - $9.35K
|
291
$19.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$10.2K - $12.5K
|
200
$13.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
110New |
$5.62K - $6.86K
|
110
$7.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
201New |
$10.3K - $12.5K
|
201
$13.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
586New |
$30K - $36.5K
|
586
$38.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.54K- 98.21% |
$78.6K - $95.8K
|
28
$1.86K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
335New |
$17.1K - $20.9K
|
335
$22.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200+ 2000.0% |
$10.2K - $12.5K
|
210
$13.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-728- 5.14% |
$34.3K - $42.7K
|
13.4K
$893K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.75K+ 25.22% |
$82.5K - $103K
|
8.69K
$577K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-60- 75.0% |
$2.83K - $3.52K
|
20
$1.33K
|
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
BUY
|
- |
3.6KNew |
$170K - $211K
|
3.6K
$239K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-46.9K- 76.18% |
$2.21M - $2.75M
|
14.7K
$975K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.8KNew |
$84.9K - $105K
|
1.8K
$120K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
385New |
$18.1K - $22.6K
|
385
$25.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$7.07K - $8.79K
|
150
$9.96K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
420New |
$17K - $21.6K
|
420
$27.9K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
60New |
$2.43K - $3.09K
|
60
$3.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.28KNew |
$173K - $220K
|
4.28K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-650- 15.99% |
$26.3K - $33.5K
|
3.42K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-27- 0.13% |
$1.09K - $1.39K
|
21K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.65KNew |
$188K - $239K
|
4.65K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-117- 1.2% |
$4.73K - $6.03K
|
9.63K
$639K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
375+ 75.3% |
$15.2K - $19.3K
|
873
$58K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
136+ 200.0% |
$5.5K - $7K
|
204
$13.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
268New |
$11.4K - $41K
|
268
$17.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
600+ 200.0% |
$25.6K - $91.9K
|
900
$59.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.68KNew |
$285K - $1.02M
|
6.68K
$443K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
9.04K+ 200.0% |
$386K - $1.38M
|
13.6K
$900K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.8K+ 200.0% |
$162K - $582K
|
5.7K
$378K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
16.2K+ 200.0% |
$692K - $2.48M
|
24.3K
$1.61M
|
|