Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
171K+ 144.03% |
$12.6M - $13.9M
|
290K
$31.9M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
136K+ 63.1% |
$10M - $11M
|
352K
$38.7M
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
67.5K+ 54.45% |
$4.96M - $5.47M
|
191K
$21.1M
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
65.9K+ 56.23% |
$4.84M - $5.34M
|
183K
$20.1M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36K+ 78.48% |
$2.64M - $2.92M
|
81.9K
$9M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.5K+ 23.56% |
$1.94M - $2.14M
|
139K
$15.3M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.7K+ 5.1% |
$1.52M - $1.68M
|
427K
$46.9M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.1K+ 163.76% |
$891K - $983K
|
19.5K
$2.15M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 12.83% |
$875K - $965K
|
105K
$11.5M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.68KNew |
$638K - $703K
|
8.68K
$955K
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
7.28KNew |
$535K - $590K
|
7.28K
$801K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.62K+ 14.3% |
$486K - $536K
|
52.9K
$5.82M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.82K+ 1.77% |
$207K - $228K
|
162K
$17.8M
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.67KNew |
$196K - $217K
|
2.67K
$294K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.37K+ 86.07% |
$174K - $192K
|
5.12K
$563K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.37K+ 10.46% |
$174K - $192K
|
25K
$2.75M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.21KNew |
$162K - $179K
|
2.21K
$243K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.87K+ 51.22% |
$137K - $151K
|
5.52K
$607K
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.53K+ 0.84% |
$112K - $124K
|
183K
$20.2M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 13.98% |
$99.6K - $110K
|
11.1K
$1.22M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.33K+ 26.97% |
$97.9K - $108K
|
6.28K
$690K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.26K+ 1.68% |
$92.4K - $102K
|
76.2K
$8.38M
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.06K+ 1.24% |
$78.1K - $86.1K
|
87K
$9.57M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.01K+ 9.0% |
$74K - $81.6K
|
12.2K
$1.34M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
913+ 8.75% |
$67.1K - $74K
|
11.4K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
785+ 4.3% |
$57.7K - $63.6K
|
19K
$2.09M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
619+ 2.95% |
$45.5K - $50.2K
|
21.6K
$2.38M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
533+ 8.29% |
$39.2K - $43.2K
|
6.96K
$766K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
525+ 5.51% |
$38.6K - $42.5K
|
10K
$1.1M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
432+ 7.66% |
$31.7K - $35K
|
6.07K
$668K
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
373+ 3.01% |
$27.4K - $30.2K
|
12.8K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
368+ 4.13% |
$27K - $29.8K
|
9.27K
$1.02M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
306+ 1.87% |
$22.5K - $24.8K
|
16.7K
$1.83M
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
300New |
$22K - $24.3K
|
300
$33K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
211+ 3.28% |
$15.5K - $17.1K
|
6.64K
$730K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$14.7K - $16.2K
|
200
$22K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
189+ 14.1% |
$13.9K - $15.3K
|
1.53K
$168K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
185New |
$13.6K - $15K
|
185
$20.3K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
146+ 0.75% |
$10.7K - $11.8K
|
19.7K
$2.17M
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
127+ 0.89% |
$9.33K - $10.3K
|
14.4K
$1.58M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
80New |
$5.88K - $6.48K
|
80
$8.8K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
51+ 3.17% |
$3.75K - $4.13K
|
1.66K
$183K
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
50+ 1.39% |
$3.67K - $4.05K
|
3.64K
$400K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.13% |
$514 - $567
|
5.44K
$598K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.01% |
$294 - $324
|
28.1K
$3.09M
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.15% |
$147 - $162
|
1.37K
$151K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.09% |
$147 - $162
|
2.22K
$244K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.07% |
$147 - $162
|
2.73K
$300K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.08% |
$73.5 - $81
|
1.18K
$130K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.47% |
$73.5 - $81
|
215
$23.6K
|