Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PTF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTF) 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 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
175K+ 325.95% |
$7.07M - $9M
|
228K
$16.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
125K+ 106.57% |
$5.05M - $6.43M
|
242K
$17.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
61.6KNew |
$2.49M - $3.17M
|
61.6K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.1K+ 10.94% |
$2.11M - $2.68M
|
529K
$37.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
25.1KNew |
$1.02M - $1.29M
|
25.1K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.4K+ 107.04% |
$662K - $842K
|
31.6K
$2.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.56K+ 6.0% |
$346K - $441K
|
151K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
8.45KNew |
$342K - $435K
|
8.45K
$598K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.21K+ 1.82% |
$332K - $423K
|
460K
$32.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.15K+ 30.91% |
$330K - $420K
|
34.5K
$2.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.56KNew |
$266K - $338K
|
6.56K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6KNew |
$243K - $309K
|
6K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
5.55KNew |
$224K - $286K
|
5.55K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.8KNew |
$194K - $247K
|
4.8K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.65KNew |
$188K - $239K
|
4.65K
$329K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.32KNew |
$175K - $222K
|
4.32K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.28KNew |
$173K - $220K
|
4.28K
$303K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.15KNew |
$168K - $214K
|
4.15K
$293K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.14KNew |
$168K - $213K
|
4.14K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.05KNew |
$164K - $209K
|
4.05K
$287K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.65K+ 7.94% |
$148K - $188K
|
49.6K
$3.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.2K+ 32.42% |
$130K - $165K
|
13.1K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.17K+ 1.87% |
$128K - $163K
|
172K
$12.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.87K+ 193.14% |
$116K - $148K
|
4.36K
$308K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.1K+ 3.69% |
$84.9K - $108K
|
58.9K
$4.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2K+ 5.73% |
$81.1K - $103K
|
37K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.79K+ 10.06% |
$72.5K - $92.2K
|
19.6K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.7K+ 2.16% |
$68.8K - $87.6K
|
80.3K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.52K+ 1.35% |
$61.4K - $78.2K
|
114K
$8.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1.05K+ 17.6% |
$42.5K - $54.1K
|
7.02K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
595+ 9.38% |
$24.1K - $30.6K
|
6.94K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
509+ 8.24% |
$20.6K - $26.2K
|
6.69K
$473K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
420New |
$17K - $21.6K
|
420
$29.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
375+ 75.3% |
$15.2K - $19.3K
|
873
$61.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
370+ 0.61% |
$15K - $19.1K
|
60.5K
$4.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
253+ 2.61% |
$10.2K - $13K
|
9.96K
$705K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
230+ 1.53% |
$9.31K - $11.8K
|
15.2K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
136+ 200.0% |
$5.5K - $7K
|
204
$14.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
69+ 2.23% |
$2.79K - $3.55K
|
3.17K
$224K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
60New |
$2.43K - $3.09K
|
60
$4.25K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
23New |
$931 - $1.18K
|
23
$1.63K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-26- 0.08% |
$1.05K - $1.34K
|
31.8K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-27- 0.13% |
$1.09K - $1.39K
|
21K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42- 0.13% |
$1.7K - $2.16K
|
32K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-79- 49.69% |
$3.2K - $4.07K
|
80
$5.66K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-117- 1.2% |
$4.73K - $6.03K
|
9.63K
$681K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-169- 2.22% |
$6.84K - $8.7K
|
7.46K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-209- 1.45% |
$8.46K - $10.8K
|
14.2K
$1M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-250- 2.87% |
$10.1K - $12.9K
|
8.46K
$599K
|