Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) 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 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
128+ 1.84% |
$12.6K - $13.5K
|
7.09K
$823K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
123+ 6.71% |
$12.1K - $13K
|
1.96K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
116+ 0.32% |
$11.4K - $12.3K
|
36.2K
$4.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
107+ 19.21% |
$10.5K - $11.3K
|
664
$77.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
105+ 1.96% |
$10.3K - $11.1K
|
5.45K
$633K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
100New |
$9.81K - $10.6K
|
100
$11.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
98+ 2.28% |
$9.61K - $10.4K
|
4.4K
$511K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
82+ 1.58% |
$8.05K - $8.67K
|
5.28K
$613K
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
78+ 1.36% |
$7.65K - $8.25K
|
5.83K
$676K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
71New |
$6.97K - $7.51K
|
71
$8.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
67New |
$6.57K - $7.08K
|
67
$7.78K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
61New |
$5.98K - $6.45K
|
61
$7.08K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
60+ 0.73% |
$5.89K - $6.34K
|
8.29K
$963K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
59+ 0.45% |
$5.79K - $6.24K
|
13K
$1.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
56+ 1.57% |
$5.49K - $5.92K
|
3.63K
$421K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
54New |
$5.3K - $5.71K
|
54
$6.27K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
51+ 1.88% |
$5K - $5.39K
|
2.76K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
50+ 2.16% |
$4.91K - $5.29K
|
2.37K
$275K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
46+ 0.36% |
$4.51K - $4.86K
|
12.7K
$1.47M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
45New |
$4.41K - $4.76K
|
45
$5.22K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
45+ 1.7% |
$4.41K - $4.76K
|
2.7K
$313K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45+ 23.94% |
$4.41K - $4.76K
|
233
$27.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
40New |
$3.92K - $4.23K
|
40
$4.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
37+ 22.42% |
$3.63K - $3.91K
|
202
$23.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
25+ 22.52% |
$2.45K - $2.64K
|
136
$15.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21+ 5.24% |
$2.06K - $2.22K
|
422
$49K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
20+ 0.35% |
$1.96K - $2.11K
|
5.72K
$664K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20New |
$1.96K - $2.11K
|
20
$2.32K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.16% |
$1.28K - $1.37K
|
8.08K
$938K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
7+ 6.93% |
$687 - $740
|
108
$12.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 0.13% |
$687 - $740
|
5.47K
$635K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.14% |
$491 - $529
|
3.55K
$412K
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
4+ 0.14% |
$392 - $423
|
2.82K
$328K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.01% |
$392 - $423
|
50.4K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3+ 0.09% |
$294 - $317
|
3.3K
$383K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.06% |
$196 - $211
|
3.24K
$376K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.18% |
$98.1 - $106
|
552
$64.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1+ 0.04% |
$98.1 - $106
|
2.71K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.17% |
$98.1 - $106
|
573
$66.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.11% |
$98.1 - $106
|
943
$109K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2- 66.67% |
$196 - $211
|
1
$116
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.84% |
$294 - $317
|
353
$41K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-20- 0.57% |
$1.96K - $2.11K
|
3.47K
$403K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32- 0.79% |
$3.14K - $3.38K
|
4.01K
$466K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-33- 0.85% |
$3.24K - $3.49K
|
3.85K
$447K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-40- 0.28% |
$3.92K - $4.23K
|
14.3K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-44- 1.87% |
$4.32K - $4.65K
|
2.31K
$268K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-45- 0.84% |
$4.41K - $4.76K
|
5.3K
$615K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-64- 0.08% |
$6.28K - $6.77K
|
83.7K
$9.72M
|