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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-348- 2.18% |
$7.34K - $8.03K
|
15.6K
$335K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-475- 1.15% |
$10K - $11K
|
40.9K
$877K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-628- 1.51% |
$13.3K - $14.5K
|
41K
$877K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-697- 0.64% |
$14.7K - $16.1K
|
108K
$2.31M
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-788- 6.58% |
$16.6K - $18.2K
|
11.2K
$240K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-813- 1.39% |
$17.2K - $18.8K
|
57.5K
$1.23M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-887- 0.6% |
$18.7K - $20.5K
|
146K
$3.12M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-996- 3.51% |
$21K - $23K
|
27.4K
$587K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.02K- 4.06% |
$21.5K - $23.5K
|
24K
$514K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.06K- 7.45% |
$22.3K - $24.4K
|
13.1K
$282K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.19K- 10.51% |
$25.1K - $27.4K
|
10.1K
$217K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.29K- 6.71% |
$27.2K - $29.7K
|
17.9K
$383K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.41K- 5.75% |
$29.8K - $32.6K
|
23.1K
$495K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.55K- 2.68% |
$32.7K - $35.8K
|
56.3K
$1.21M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.7K- 0.06% |
$35.9K - $39.3K
|
2.75M
$59M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.82K- 13.22% |
$38.3K - $41.9K
|
11.9K
$255K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2K- 27.86% |
$42.2K - $46.2K
|
5.18K
$111K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.08K- 4.38% |
$44K - $48.1K
|
45.5K
$974K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.35K- 1.23% |
$49.7K - $54.3K
|
188K
$4.04M
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.43K- 2.7% |
$51.3K - $56.1K
|
87.7K
$1.88M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.47K- 55.88% |
$52.2K - $57.1K
|
1.95K
$41.8K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.83K- 1.76% |
$59.8K - $65.4K
|
158K
$3.39M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.24K- 13.41% |
$68.3K - $74.7K
|
20.9K
$448K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.64K- 6.9% |
$76.7K - $83.9K
|
49.1K
$1.05M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.65K- 99.89% |
$77K - $84.2K
|
4
$85.7
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.68K- 4.89% |
$77.7K - $85K
|
71.7K
$1.54M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.04K- 63.88% |
$85.2K - $93.2K
|
2.28K
$48.9K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.17KClosed |
$88K - $96.2K
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.9K- 11.85% |
$103K - $113K
|
36.5K
$782K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.22K- 37.68% |
$110K - $120K
|
8.63K
$185K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.91K- 7.19% |
$125K - $136K
|
76.2K
$1.63M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.82K- 4.58% |
$186K - $204K
|
184K
$3.93M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.19K- 13.85% |
$194K - $212K
|
57.2K
$1.22M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.3K- 46.57% |
$261K - $285K
|
14.2K
$303K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-14.1K- 48.73% |
$297K - $325K
|
14.8K
$317K
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-17.1K- 8.87% |
$361K - $395K
|
176K
$3.77M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.4K- 17.87% |
$367K - $401K
|
79.8K
$1.71M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17.9K- 7.21% |
$377K - $413K
|
230K
$4.93M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.2K- 65.71% |
$406K - $444K
|
10K
$215K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-31.4K- 2.4% |
$663K - $725K
|
1.28M
$27.3M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-45.4K- 76.12% |
$958K - $1.05M
|
14.2K
$305K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-46.5K- 49.84% |
$980K - $1.07M
|
46.8K
$1M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-69K- 35.84% |
$1.46M - $1.59M
|
123K
$2.64M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-226K- 90.18% |
$4.77M - $5.21M
|
24.6K
$527K
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-341K- 95.48% |
$7.19M - $7.86M
|
16.1K
$345K
|