Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PGF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PGF) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
247+ 2.27% |
$3.44K - $3.59K
|
11.1K
$161K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
230New |
$3.21K - $3.34K
|
230
$3.33K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
213+ 1.53% |
$2.97K - $3.1K
|
14.1K
$204K
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
196+ 0.78% |
$2.73K - $2.85K
|
25.4K
$367K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
175+ 0.04% |
$2.44K - $2.54K
|
482K
$6.97M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
174+ 0.63% |
$2.43K - $2.53K
|
28K
$405K
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
166+ 1.45% |
$2.31K - $2.41K
|
11.6K
$168K
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
133+ 0.98% |
$1.85K - $1.93K
|
13.7K
$197K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
126+ 0.64% |
$1.76K - $1.83K
|
20K
$289K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.39K - $1.45K
|
100
$1.45K
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 26.04% |
$1.39K - $1.45K
|
484
$7K
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 26.04% |
$1.39K - $1.45K
|
484
$7K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
66+ 1.33% |
$920 - $960
|
5.02K
$72.5K
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
59+ 0.37% |
$822 - $858
|
16K
$232K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
48+ 0.38% |
$669 - $698
|
12.5K
$181K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
37+ 1.45% |
$516 - $538
|
2.59K
$37.5K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
29+ 1.48% |
$404 - $422
|
1.99K
$28.7K
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
23+ 1.44% |
$321 - $334
|
1.62K
$23.4K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15New |
$209 - $218
|
15
$217
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.2% |
$112 - $116
|
3.98K
$57.5K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3+ 1.35% |
$41.8 - $43.6
|
226
$3.27K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-49- 1.86% |
$683 - $712
|
2.59K
$37.5K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-63- 0.15% |
$878 - $916
|
43.2K
$624K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-249- 19.14% |
$3.47K - $3.62K
|
1.05K
$15.2K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-287- 9.77% |
$4K - $4.17K
|
2.65K
$38.3K
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-300- 2.33% |
$4.18K - $4.36K
|
12.6K
$182K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-530- 12.17% |
$7.39K - $7.71K
|
3.83K
$55.3K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-586- 1.61% |
$8.17K - $8.52K
|
35.7K
$517K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-700- 34.84% |
$9.76K - $10.2K
|
1.31K
$18.9K
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-707- 3.71% |
$9.86K - $10.3K
|
18.3K
$265K
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-897- 6.56% |
$12.5K - $13K
|
12.8K
$185K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.11K- 1.13% |
$15.5K - $16.1K
|
97.2K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.2K- 9.06% |
$16.8K - $17.5K
|
12.1K
$175K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.39K- 8.87% |
$19.4K - $20.2K
|
14.3K
$206K
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.5K- 60.0% |
$20.9K - $21.8K
|
1K
$14.5K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.51K- 1.81% |
$21K - $21.9K
|
81.7K
$1.18M
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 2.54% |
$21.1K - $22K
|
58K
$839K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.7K- 2.38% |
$23.6K - $24.6K
|
69.4K
$1M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.9K- 6.68% |
$26.5K - $27.7K
|
26.6K
$384K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.99K- 2.45% |
$27.7K - $28.9K
|
79.2K
$1.14M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.05K- 16.56% |
$28.5K - $29.7K
|
10.3K
$149K
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-2.11K- 9.82% |
$29.4K - $30.7K
|
19.4K
$280K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.17K- 68.96% |
$30.2K - $31.5K
|
976
$14.1K
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.35K- 16.57% |
$32.7K - $34.1K
|
11.8K
$171K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.43K- 9.76% |
$33.8K - $35.3K
|
22.4K
$324K
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2.58K- 8.55% |
$35.9K - $37.4K
|
27.5K
$398K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.59K- 15.39% |
$36.1K - $37.7K
|
14.2K
$206K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.27K- 18.75% |
$45.5K - $47.5K
|
14.1K
$205K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.3K- 15.83% |
$46K - $48K
|
17.5K
$254K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.62K- 2.65% |
$50.4K - $52.6K
|
133K
$1.92M
|