Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q4 2022. 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 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
265+ 2.05% |
$18K - $20.4K
|
13.2K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
205+ 2.01% |
$13.9K - $15.8K
|
10.4K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
183+ 1.4% |
$12.4K - $14.1K
|
13.3K
$1.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
166+ 1.73% |
$11.3K - $12.8K
|
9.76K
$1.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
131New |
$8.88K - $10.1K
|
131
$14.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
101+ 4.79% |
$6.85K - $7.78K
|
2.21K
$245K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
86+ 6.86% |
$5.83K - $6.62K
|
1.34K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
73New |
$4.95K - $5.62K
|
73
$8.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
56New |
$3.8K - $4.31K
|
56
$6.21K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
50New |
$3.39K - $3.85K
|
50
$5.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 0.33% |
$1.22K - $1.39K
|
5.43K
$602K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
9+ 0.43% |
$610 - $693
|
2.09K
$232K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$339 - $385
|
5
$555
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3+ 0.05% |
$203 - $231
|
5.64K
$625K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1+ 0.03% |
$67.8 - $77
|
3.91K
$433K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-22- 1.58% |
$1.49K - $1.69K
|
1.37K
$152K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-41- 0.72% |
$2.78K - $3.16K
|
5.62K
$623K
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-44- 1.06% |
$2.98K - $3.39K
|
4.12K
$457K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-44- 1.18% |
$2.98K - $3.39K
|
3.69K
$409K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-48- 2.21% |
$3.25K - $3.7K
|
2.12K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-59- 0.21% |
$4K - $4.54K
|
28.1K
$3.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-77- 0.39% |
$5.22K - $5.93K
|
19.6K
$2.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-91- 2.15% |
$6.17K - $7.01K
|
4.13K
$458K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-100- 1.89% |
$6.78K - $7.7K
|
5.18K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-101- 6.11% |
$6.85K - $7.78K
|
1.55K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-139- 3.22% |
$9.42K - $10.7K
|
4.18K
$464K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-145- 2.34% |
$9.83K - $11.2K
|
6.06K
$672K
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-153- 3.36% |
$10.4K - $11.8K
|
4.4K
$488K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-172- 0.86% |
$11.7K - $13.2K
|
19.8K
$2.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-201- 4.94% |
$13.6K - $15.5K
|
3.87K
$429K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-235- 0.49% |
$15.9K - $18.1K
|
47.7K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-240- 5.71% |
$16.3K - $18.5K
|
3.96K
$439K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-252- 0.72% |
$17.1K - $19.4K
|
34.8K
$3.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-280- 17.55% |
$19K - $21.6K
|
1.32K
$146K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-350- 1.18% |
$23.7K - $27K
|
29.4K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-351- 6.61% |
$23.8K - $27K
|
4.96K
$550K
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-382- 1.45% |
$25.9K - $29.4K
|
26K
$2.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-387- 7.5% |
$26.2K - $29.8K
|
4.77K
$529K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-389- 3.86% |
$26.4K - $30K
|
9.69K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 4.39% |
$27.1K - $30.8K
|
8.72K
$967K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-400- 7.84% |
$27.1K - $30.8K
|
4.7K
$521K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-419- 3.96% |
$28.4K - $32.3K
|
10.2K
$1.13M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-432- 7.11% |
$29.3K - $33.3K
|
5.64K
$625K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-455- 40.73% |
$30.8K - $35K
|
662
$73.4K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-462- 1.0% |
$31.3K - $35.6K
|
45.9K
$5.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-625- 3.67% |
$42.4K - $48.1K
|
16.4K
$1.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-625- 1.25% |
$42.4K - $48.1K
|
49.4K
$5.48M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-670- 78.36% |
$45.4K - $51.6K
|
185
$20.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-738- 1.37% |
$50K - $56.8K
|
53.2K
$5.9M
|