Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PUI)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PUI) 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-80- 15.44% |
$2.56K - $3.06K
|
438
$18.1K
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.75K+ 20.97% |
$56K - $66.8K
|
10.1K
$417K
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-45Closed |
$1.44K - $1.72K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-155KClosed |
$4.96M - $5.91M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
504New |
$16.2K - $19.3K
|
504
$20.8K
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
62KNew |
$1.99M - $2.37M
|
62K
$2.56M
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-289Closed |
$9.4K - $10.6K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.26KClosed |
$236K - $259K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-750Closed |
$24.4K - $26.8K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-532Closed |
$17.3K - $19K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-177Closed |
$5.76K - $6.32K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-580Closed |
$18.8K - $20.4K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
67New |
$2.18K - $2.36K
|
67
$2.77K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.34KClosed |
$44.3K - $46.5K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
506New |
$15.3K - $16.8K
|
506
$20.9K
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-54Closed |
$1.63K - $1.79K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-903Closed |
$27.3K - $30K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-267Closed |
$8.08K - $8.87K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-69Closed |
$2.09K - $2.29K
|
0
$0
|
|
Q4 2020 | |||||||
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1KClosed |
$29.6K - $33.1K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-815Closed |
$24.1K - $27K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23KClosed |
$655K - $735K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.69KClosed |
$48K - $53.9K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-529- 80.89% |
$15K - $16.9K
|
125
$5.17K
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-254Closed |
$7.22K - $8.11K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.08KClosed |
$30.6K - $34.3K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.26KClosed |
$92.7K - $104K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-81Closed |
$2.3K - $2.59K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12Closed |
$326 - $395
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-586Closed |
$15.9K - $19.3K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-7.76KClosed |
$211K - $255K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.51KClosed |
$231K - $280K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-11.2KClosed |
$305K - $369K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.4KClosed |
$298K - $465K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-26.9KClosed |
$648K - $1.01M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-432KClosed |
$10.4M - $16.3M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.1KClosed |
$242K - $378K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-384KClosed |
$9.24M - $14.4M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-297Closed |
$7.15K - $11.2K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.9KClosed |
$431K - $674K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-407Closed |
$9.8K - $15.3K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.88KClosed |
$193K - $206K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-28.8KClosed |
$944K - $1.01M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-215KClosed |
$7.06M - $7.52M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.1KClosed |
$628K - $670K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-510KClosed |
$16.7M - $17.9M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.63KClosed |
$86.4K - $92.1K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78.8KClosed |
$2.59M - $2.76M
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.1KClosed |
$200K - $213K
|
0
$0
|