Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.5K+ 14.66% |
$31.7K - $34.6K
|
11.7K
$251K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.46KNew |
$30.9K - $33.8K
|
1.46K
$31.3K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.43K+ 244.86% |
$30.2K - $33K
|
2.01K
$43.1K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 0.37% |
$29.9K - $32.7K
|
380K
$8.15M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 7.0% |
$25.3K - $27.7K
|
18.3K
$393K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.17KNew |
$24.8K - $27.1K
|
1.17K
$25.1K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.05K+ 2.74% |
$22.2K - $24.3K
|
39.6K
$847K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.02K+ 1.74% |
$21.5K - $23.5K
|
59.8K
$1.28M
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
745+ 2.01% |
$15.7K - $17.2K
|
37.8K
$809K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
707+ 0.72% |
$14.9K - $16.3K
|
99.4K
$2.13M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
634+ 2.72% |
$13.4K - $14.6K
|
24K
$514K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
632+ 0.57% |
$13.3K - $14.6K
|
112K
$2.41M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
610+ 0.64% |
$12.9K - $14.1K
|
96K
$2.06M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
583+ 0.39% |
$12.3K - $13.5K
|
151K
$3.24M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
506+ 1.37% |
$10.7K - $11.7K
|
37.3K
$799K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
474+ 1.32% |
$10K - $10.9K
|
36.5K
$782K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
369New |
$7.79K - $8.52K
|
369
$7.9K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
316New |
$6.67K - $7.29K
|
316
$6.77K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
299New |
$6.31K - $6.9K
|
299
$6.4K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
249+ 1.51% |
$5.25K - $5.75K
|
16.7K
$358K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
128+ 1.05% |
$2.7K - $2.95K
|
12.4K
$265K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
121+ 0.22% |
$2.55K - $2.79K
|
53.9K
$1.15M
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
110New |
$2.32K - $2.54K
|
110
$2.36K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
106+ 0.27% |
$2.24K - $2.45K
|
39.5K
$847K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
101+ 1.15% |
$2.13K - $2.33K
|
8.88K
$190K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
95+ 0.21% |
$2K - $2.19K
|
45.9K
$983K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
56+ 0.59% |
$1.18K - $1.29K
|
9.52K
$204K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
53New |
$1.12K - $1.22K
|
53
$1.14K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18+ 0.14% |
$380 - $415
|
13K
$278K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 1.16% |
$338 - $369
|
1.4K
$30K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15+ 0.08% |
$317 - $346
|
17.8K
$381K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 0.68% |
$106 - $115
|
743
$15.9K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 1.36% |
$106 - $115
|
373
$7.99K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.08% |
$63.3 - $69.2
|
281
$6.02K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.3% |
$42.2 - $46.2
|
668
$14.3K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.84% |
$42.2 - $46.2
|
240
$5.14K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.51% |
$21.1 - $23.1
|
198
$4.24K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-14- 0.06% |
$295 - $323
|
25.2K
$539K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-67- 0.08% |
$1.41K - $1.55K
|
84.4K
$1.81M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-74- 0.39% |
$1.56K - $1.71K
|
19K
$407K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-125Closed |
$2.64K - $2.89K
|
0
$0
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-137- 0.28% |
$2.89K - $3.16K
|
49.1K
$1.05M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-154- 0.68% |
$3.25K - $3.55K
|
22.4K
$480K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-167- 0.82% |
$3.52K - $3.85K
|
20.1K
$432K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-188- 3.18% |
$3.97K - $4.34K
|
5.73K
$123K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-234- 1.17% |
$4.94K - $5.4K
|
19.8K
$423K
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-253- 0.73% |
$5.34K - $5.84K
|
34.4K
$737K
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-297- 1.03% |
$6.27K - $6.85K
|
28.6K
$612K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-325- 2.34% |
$6.86K - $7.5K
|
13.6K
$291K
|