Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PIE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PIE) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
256KNew |
$5.25M - $5.64M
|
256K
$4.81M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
96.1K+ 822.17% |
$1.97M - $2.12M
|
108K
$2.03M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
36.9K+ 15.37% |
$758K - $815K
|
277K
$5.21M
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
17.8K+ 6.91% |
$364K - $392K
|
275K
$5.16M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 5.06% |
$349K - $375K
|
354K
$6.64M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 5.06% |
$349K - $375K
|
354K
$6.64M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.73KNew |
$199K - $214K
|
9.73K
$183K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.98K+ 1.64% |
$184K - $198K
|
558K
$10.5M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.71K+ 6.39% |
$76.1K - $81.8K
|
61.7K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.04KNew |
$62.4K - $67.1K
|
3.04K
$57.2K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.81K+ 8.77% |
$57.7K - $62K
|
34.9K
$655K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.5K+ 3.72% |
$51.3K - $55.1K
|
69.7K
$1.31M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.3KNew |
$47.1K - $50.6K
|
2.3K
$43.1K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.71K+ 10.12% |
$35K - $37.6K
|
18.5K
$349K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.05K+ 9.19% |
$21.5K - $23.1K
|
12.5K
$234K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
913+ 0.21% |
$18.7K - $20.1K
|
432K
$8.12M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
663+ 3.29% |
$13.6K - $14.6K
|
20.8K
$391K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
608New |
$12.5K - $13.4K
|
608
$11.4K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
600+ 6.96% |
$12.3K - $13.2K
|
9.22K
$173K
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
364+ 1.18% |
$7.47K - $8.03K
|
31.1K
$585K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
336+ 2.57% |
$6.89K - $7.41K
|
13.4K
$252K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
280+ 48.95% |
$5.74K - $6.17K
|
852
$16K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
200New |
$4.1K - $4.41K
|
200
$3.76K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$4.1K - $4.41K
|
200
$3.76K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
93+ 0.15% |
$1.91K - $2.05K
|
60.6K
$1.14M
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 1.09% |
$267 - $287
|
1.2K
$22.6K
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8+ 0.06% |
$164 - $176
|
13.9K
$260K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 1.01% |
$103 - $110
|
499
$9.38K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.18% |
$41 - $44.1
|
1.1K
$20.7K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-17- 0.12% |
$349 - $375
|
14.3K
$268K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27- 20.3% |
$554 - $595
|
106
$1.99K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-53- 34.87% |
$1.09K - $1.17K
|
99
$1.86K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-111- 21.94% |
$2.28K - $2.45K
|
395
$7.42K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-702- 3.47% |
$14.4K - $15.5K
|
19.6K
$367K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-769- 1.71% |
$15.8K - $17K
|
44.1K
$829K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 7.58% |
$22K - $23.6K
|
13.1K
$245K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.15K- 16.59% |
$23.6K - $25.4K
|
5.79K
$109K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.38K- 31.56% |
$28.4K - $30.5K
|
3K
$56.4K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.12K- 1.12% |
$43.4K - $46.7K
|
187K
$3.52M
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.63K- 8.16% |
$53.9K - $58K
|
29.6K
$556K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.32K- 25.29% |
$68.1K - $73.3K
|
9.82K
$184K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.32K- 15.7% |
$68.2K - $73.3K
|
17.8K
$335K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.37K- 4.41% |
$131K - $140K
|
138K
$2.6M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.6K- 14.28% |
$217K - $233K
|
63.4K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 15.16% |
$239K - $257K
|
65.3K
$1.23M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.5K- 18.95% |
$319K - $343K
|
66.5K
$1.25M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-17.7K- 44.64% |
$362K - $389K
|
21.9K
$411K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.7K- 58.51% |
$362K - $389K
|
12.5K
$235K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-18.1K- 10.29% |
$372K - $400K
|
158K
$2.97M
|