Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (CVY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CVY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.4K+ 277.08% |
$925K - $1.04M
|
54.9K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.72K+ 19.72% |
$177K - $199K
|
46.9K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.48K+ 9.57% |
$79.7K - $89.5K
|
39.8K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.37K+ 12.78% |
$77.2K - $86.6K
|
29.7K
$746K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.18K+ 24.68% |
$72.9K - $81.8K
|
16.1K
$403K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.71K+ 1.62% |
$39.2K - $44K
|
107K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.66K+ 12.81% |
$38.1K - $42.7K
|
14.6K
$367K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
823+ 0.89% |
$18.9K - $21.2K
|
93.8K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
98+ 98.0% |
$2.25K - $2.52K
|
198
$4.97K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
27+ 0.88% |
$619 - $694
|
3.09K
$77.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21+ 0.02% |
$481 - $540
|
91.5K
$2.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.75% |
$68.8 - $77.2
|
401
$10.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-180- 0.3% |
$4.13K - $4.63K
|
59.3K
$1.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-444- 3.0% |
$10.2K - $11.4K
|
14.3K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-500- 33.99% |
$11.5K - $12.9K
|
971
$24.4K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.54K- 23.78% |
$35.3K - $39.6K
|
4.93K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.01K- 11.33% |
$46.2K - $51.8K
|
15.8K
$396K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.47K- 9.18% |
$217K - $244K
|
93.8K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.47K- 9.18% |
$217K - $244K
|
93.8K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14K- 32.92% |
$320K - $360K
|
28.5K
$715K
|