Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) 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 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
172KNew |
$9.16M - $10.5M
|
172K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
129KNew |
$6.89M - $7.89M
|
129K
$7.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17.8KNew |
$950K - $1.09M
|
17.8K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.2K+ 18.01% |
$807K - $924K
|
99.3K
$5.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.9KNew |
$742K - $850K
|
13.9K
$824K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11KNew |
$586K - $670K
|
11K
$650K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.88K+ 1484.88% |
$366K - $419K
|
7.34K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.66KNew |
$355K - $406K
|
6.66K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.9K+ 48.93% |
$314K - $360K
|
17.9K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
5.53KNew |
$294K - $337K
|
5.53K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.16KNew |
$275K - $314K
|
5.16K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.13KNew |
$273K - $313K
|
5.13K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5K+ 84.8% |
$266K - $305K
|
10.9K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.97K+ 32.64% |
$265K - $303K
|
20.2K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.82KNew |
$257K - $294K
|
4.82K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.42KNew |
$235K - $269K
|
4.42K
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$231K - $264K
|
4.34K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.01K+ 6.35% |
$214K - $244K
|
67.2K
$3.97M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.5KNew |
$186K - $213K
|
3.5K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.22K+ 21.51% |
$172K - $197K
|
18.2K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.21K+ 4.29% |
$171K - $196K
|
78.1K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.83K+ 5.72% |
$151K - $173K
|
52.4K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.17K+ 1.12% |
$115K - $132K
|
196K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.42K+ 3.52% |
$75.8K - $86.8K
|
41.8K
$2.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.31K+ 6.34% |
$70K - $80.1K
|
22.1K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.11K+ 5.22% |
$59.2K - $67.8K
|
22.4K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.05K+ 7.49% |
$55.9K - $64K
|
15.1K
$891K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
802+ 0.91% |
$42.7K - $48.9K
|
89K
$5.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
793+ 4.43% |
$42.2K - $48.4K
|
18.7K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
600+ 60000.0% |
$32K - $36.6K
|
601
$35.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
535+ 5.15% |
$28.5K - $32.6K
|
10.9K
$646K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
430+ 1.75% |
$22.9K - $26.2K
|
24.9K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
425New |
$22.6K - $25.9K
|
425
$25.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
345+ 33.33% |
$18.4K - $21K
|
1.38K
$81.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
190New |
$10.1K - $11.6K
|
190
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
171+ 1.09% |
$9.11K - $10.4K
|
15.8K
$935K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
75New |
$3.99K - $4.57K
|
75
$4.43K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31New |
$1.65K - $1.89K
|
31
$1.83K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12New |
$639 - $732
|
12
$709
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4+ 0.05% |
$213 - $244
|
8.83K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.05% |
$107 - $122
|
4.04K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.05% |
$53.3 - $61
|
2.07K
$122K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.11% |
$53.3 - $61
|
911
$53.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-9- 0.05% |
$479 - $549
|
16.8K
$992K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.21% |
$533 - $610
|
4.69K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-19- 0.21% |
$1.01K - $1.16K
|
9.23K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20- 40.0% |
$1.07K - $1.22K
|
30
$1.77K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 2.15% |
$1.65K - $1.89K
|
1.41K
$83.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-38- 8.17% |
$2.02K - $2.32K
|
427
$25.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-43- 0.61% |
$2.29K - $2.62K
|
6.96K
$411K
|