Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
594+ 1.08% |
$10.9K - $12K
|
55.7K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
500New |
$9.14K - $10.1K
|
500
$10.7K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
375+ 0.88% |
$6.86K - $7.56K
|
42.9K
$920K
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
370New |
$6.76K - $7.46K
|
370
$7.93K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
311New |
$5.69K - $6.27K
|
311
$6.66K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
296+ 2.02% |
$5.41K - $5.96K
|
14.9K
$320K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
247New |
$4.52K - $4.98K
|
247
$5.29K
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
225+ 0.74% |
$4.11K - $4.53K
|
30.5K
$654K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
152New |
$2.78K - $3.06K
|
152
$3.26K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
151+ 0.33% |
$2.76K - $3.04K
|
46.2K
$990K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
144+ 1.12% |
$2.63K - $2.9K
|
13K
$279K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
105+ 0.79% |
$1.92K - $2.12K
|
13.5K
$288K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
86New |
$1.57K - $1.73K
|
86
$1.84K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
85+ 0.75% |
$1.55K - $1.71K
|
11.5K
$246K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
80+ 0.77% |
$1.46K - $1.61K
|
10.5K
$226K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
72+ 1.45% |
$1.32K - $1.45K
|
5.05K
$108K
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
65+ 0.19% |
$1.19K - $1.31K
|
35K
$749K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
48+ 0.21% |
$877 - $967
|
22.5K
$481K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48+ 0.26% |
$877 - $967
|
18.8K
$402K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
48+ 0.25% |
$877 - $967
|
19K
$407K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
25+ 62.5% |
$457 - $504
|
65
$1.39K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16+ 0.08% |
$292 - $322
|
20.8K
$445K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 1.09% |
$256 - $282
|
1.3K
$27.8K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.14% |
$256 - $282
|
1.24K
$26.5K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14+ 0.08% |
$256 - $282
|
18.2K
$390K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
9+ 0.42% |
$165 - $181
|
2.17K
$46.5K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.27% |
$146 - $161
|
3.03K
$64.8K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6+ 1.18% |
$110 - $121
|
514
$11K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4New |
$73.1 - $80.6
|
4
$85.7
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 1.29% |
$54.8 - $60.4
|
235
$5.03K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.85% |
$36.6 - $40.3
|
236
$5.06K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.62% |
$18.3 - $20.2
|
163
$3.49K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-22- 0.14% |
$402 - $443
|
15.8K
$339K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-57- 0.38% |
$1.04K - $1.15K
|
14.9K
$320K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 57.14% |
$1.83K - $2.01K
|
75
$1.61K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-114- 31.58% |
$2.08K - $2.3K
|
247
$5.29K
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-250- 0.84% |
$4.57K - $5.04K
|
29.6K
$633K
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-255- 16.89% |
$4.66K - $5.14K
|
1.26K
$26.9K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-330- 0.69% |
$6.03K - $6.65K
|
47.8K
$1.02M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-344- 2.3% |
$6.29K - $6.93K
|
14.6K
$312K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-348- 2.77% |
$6.36K - $7.01K
|
12.2K
$261K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-407- 0.81% |
$7.44K - $8.2K
|
49.9K
$1.07M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-489- 3.0% |
$8.94K - $9.85K
|
15.8K
$339K
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-657- 2.27% |
$12K - $13.2K
|
28.3K
$607K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-800- 45.82% |
$14.6K - $16.1K
|
946
$20.3K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-913- 2.54% |
$16.7K - $18.4K
|
35.1K
$751K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-926- 86.38% |
$16.9K - $18.7K
|
146
$3.13K
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.18K- 8.54% |
$21.6K - $23.8K
|
12.6K
$271K
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.2K- 7.72% |
$21.9K - $24.2K
|
14.3K
$307K
|