Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PXE)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PXE) 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 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-22.5K- 58.75% |
$559K - $716K
|
15.8K
$483K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.8KNew |
$392K - $502K
|
15.8K
$482K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
281New |
$6.97K - $8.93K
|
281
$8.57K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17New |
$422 - $540
|
17
$519
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
62New |
$1.54K - $1.97K
|
62
$1.89K
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
90New |
$2.23K - $2.86K
|
90
$2.75K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.8K- 18.72% |
$94.2K - $121K
|
16.5K
$503K
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
9.68KNew |
$240K - $308K
|
9.68K
$295K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
811New |
$20.1K - $25.8K
|
811
$24.7K
|
|
Q4 2022 | |||||||
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
14.4KNew |
$408K - $508K
|
14.4K
$440K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 1.3% |
$113 - $141
|
312
$9.52K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-32.2K- 68.89% |
$910K - $1.13M
|
14.5K
$443K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 10.08% |
$299K - $372K
|
94.2K
$2.87M
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4New |
$113 - $141
|
4
$122
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
143K+ 74.22% |
$4.03M - $5.03M
|
335K
$10.2M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.99KNew |
$56.3K - $70.2K
|
1.99K
$60.7K
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
31.4KNew |
$888K - $1.11M
|
31.4K
$957K
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
50.8KNew |
$1.44M - $1.79M
|
50.8K
$1.55M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.3KNew |
$461K - $575K
|
16.3K
$497K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.69K- 1.67% |
$76.2K - $94.9K
|
159K
$4.84M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.3K+ 7.17% |
$802K - $1M
|
424K
$12.9M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-113- 1.0% |
$3.2K - $3.99K
|
11.2K
$342K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
400New |
$11.3K - $14.1K
|
400
$12.2K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.37K- 43.54% |
$209K - $260K
|
9.56K
$292K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-581- 6.23% |
$16.4K - $20.5K
|
8.74K
$267K
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.17K- 23.71% |
$61.5K - $76.7K
|
6.99K
$213K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2KNew |
$345K - $430K
|
12.2K
$372K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-20.9K- 16.08% |
$592K - $738K
|
109K
$3.33M
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
65+ 0.18% |
$1.84K - $2.29K
|
35.7K
$1.09M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
16.9KNew |
$479K - $597K
|
16.9K
$516K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.17K- 13.18% |
$33.1K - $41.3K
|
7.71K
$235K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-25- 0.21% |
$708 - $882
|
11.8K
$360K
|
|
Q3 2022 | |||||||
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1KNew |
$24.1K - $32.6K
|
1K
$30.5K
|
|
Nov 14, 2022
Q3 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
64.6KNew |
$1.56M - $2.11M
|
64.6K
$1.97M
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.99KNew |
$216K - $293K
|
8.99K
$274K
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4KNew |
$96.3K - $130K
|
4K
$122K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
155New |
$3.73K - $5.05K
|
155
$4.73K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.67K- 69.23% |
$88.3K - $120K
|
1.63K
$49.8K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.38K- 94.86% |
$61.1K - $86.4K
|
129
$3.94K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.95KClosed |
$256K - $362K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
13.9KNew |
$357K - $505K
|
13.9K
$424K
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
38.7KNew |
$995K - $1.41M
|
38.7K
$1.18M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72.1KNew |
$1.85M - $2.62M
|
72.1K
$2.2M
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-12.7KClosed |
$326K - $461K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-46.7KClosed |
$1.2M - $1.7M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
66.4KNew |
$1.7M - $2.41M
|
66.4K
$2.02M
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
77.8KNew |
$2M - $2.83M
|
77.8K
$2.37M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12KClosed |
$308K - $436K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
6.15KNew |
$158K - $223K
|
6.15K
$188K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
20.8KNew |
$534K - $756K
|
20.8K
$635K
|