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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.03KClosed |
$121K - $168K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-151Closed |
$6.04K - $8.39K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-14.2KClosed |
$568K - $789K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.7KClosed |
$148K - $205K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.57KClosed |
$143K - $199K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.5KClosed |
$609K - $767K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-751Closed |
$36.6K - $46.1K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-740Closed |
$36K - $45.4K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-4.46KClosed |
$211K - $242K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2KClosed |
$94.9K - $109K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-2K- 20.35% |
$94.9K - $109K
|
7.83K
$590K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
200New |
$9.49K - $10.9K
|
200
$15.1K
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.74KClosed |
$225K - $258K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-20KClosed |
$818K - $1.03M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70New |
$2.86K - $3.59K
|
70
$5.28K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-50Closed |
$2.04K - $2.56K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-21Closed |
$858 - $1.08K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-46Closed |
$1.88K - $2.36K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-9Closed |
$368 - $461
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-262Closed |
$10.7K - $13.4K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.54KClosed |
$104K - $130K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-56.5KClosed |
$2.31M - $2.9M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-200Closed |
$8.18K - $10.3K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-13.5KClosed |
$551K - $691K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.81KClosed |
$166K - $220K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
800New |
$34.8K - $46.1K
|
800
$60.3K
|
|
|
May 18, 2021
Q1 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-6.29KClosed |
$274K - $363K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-298Closed |
$13K - $17.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10New |
$436 - $577
|
10
$754
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.7KClosed |
$74.2K - $98.2K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-400Closed |
$14.7K - $19.6K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-100Closed |
$3.66K - $4.91K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.41KClosed |
$88.2K - $118K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1Closed |
$36.6 - $49.1
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2KClosed |
$65.4K - $77.6K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-109Closed |
$3.57K - $4.23K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-24.9KClosed |
$814K - $965K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-260Closed |
$5.51K - $8.44K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-16KClosed |
$339K - $519K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-13.8KClosed |
$293K - $448K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-2.62KClosed |
$50.5K - $77.3K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-209KClosed |
$4.03M - $6.16M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-3.6KClosed |
$69.5K - $106K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.84KClosed |
$54.9K - $84K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.66KClosed |
$70.6K - $108K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-100Closed |
$1.93K - $2.95K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 03, 2020
Q4 2019
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-21.9KClosed |
$486K - $572K
|
0
$0
|
|
|
Jan 09, 2020
Q4 2019
|
Old Port Advisors
|
SELL
|
- |
-3.1KClosed |
$68.6K - $80.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-51Closed |
$1.15K - $1.24K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-500Closed |
$11.3K - $12.1K
|
0
$0
|
|