Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q4 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 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
89.4K+ 11.76% |
$6.52M - $7.71M
|
850K
$93.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.8K+ 22.78% |
$6.04M - $7.13M
|
446K
$49.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.7KNew |
$3.04M - $3.59M
|
41.7K
$4.59M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
39.5KNew |
$2.88M - $3.41M
|
39.5K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.6K+ 12.91% |
$2.09M - $2.47M
|
250K
$27.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.8KNew |
$1.52M - $1.79M
|
20.8K
$2.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
18.1K+ 9.6% |
$1.32M - $1.56M
|
206K
$22.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
17.6K+ 7.86% |
$1.28M - $1.52M
|
241K
$26.6M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
17.4KNew |
$1.27M - $1.5M
|
17.4K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
14.3KNew |
$1.04M - $1.23M
|
14.3K
$1.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
12.2K+ 9.91% |
$894K - $1.06M
|
136K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.8K+ 80.82% |
$788K - $931K
|
24.2K
$2.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.44KNew |
$616K - $728K
|
8.44K
$929K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.73K+ 6.3% |
$345K - $408K
|
79.8K
$8.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4KNew |
$292K - $345K
|
4K
$440K
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
3.54KNew |
$258K - $305K
|
3.54K
$389K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.45KNew |
$252K - $298K
|
3.45K
$380K
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
3.45KNew |
$252K - $297K
|
3.45K
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.37K+ 4.0% |
$246K - $290K
|
87.5K
$9.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.1K+ 1.42% |
$226K - $267K
|
221K
$24.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3KNew |
$219K - $259K
|
3K
$330K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.67K+ 57.57% |
$195K - $230K
|
7.3K
$803K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.53KNew |
$184K - $218K
|
2.53K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.43KNew |
$177K - $210K
|
2.43K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.42KNew |
$176K - $208K
|
2.42K
$266K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.35KNew |
$171K - $203K
|
2.35K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.84K+ 82.82% |
$134K - $159K
|
4.06K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.66K+ 10.98% |
$121K - $143K
|
16.7K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.49K+ 12.59% |
$109K - $128K
|
13.3K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.44K+ 49.6% |
$105K - $124K
|
4.33K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.38K+ 1.4% |
$101K - $119K
|
100K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07KNew |
$78.1K - $92.3K
|
1.07K
$118K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
899+ 0.2% |
$65.6K - $77.5K
|
448K
$49.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
886+ 4.39% |
$64.6K - $76.4K
|
21.1K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
866+ 8.2% |
$63.2K - $74.6K
|
11.4K
$1.26M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
855New |
$62.4K - $73.7K
|
855
$94K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
826+ 19.14% |
$60.3K - $71.2K
|
5.14K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
702+ 19.02% |
$51.2K - $60.5K
|
4.39K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
600+ 3.69% |
$43.8K - $51.7K
|
16.8K
$1.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
590New |
$43K - $50.9K
|
590
$64.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
522+ 7.48% |
$38.1K - $45K
|
7.5K
$825K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
290+ 2.55% |
$21.2K - $25K
|
11.6K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
245+ 3.37% |
$17.9K - $21.1K
|
7.52K
$827K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
209New |
$15.2K - $18K
|
209
$23K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
209+ 0.24% |
$15.2K - $18K
|
89K
$9.79M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
200+ 5.51% |
$14.6K - $17.2K
|
3.83K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
182+ 2.77% |
$13.3K - $15.7K
|
6.75K
$743K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
176+ 2.99% |
$12.8K - $15.2K
|
6.06K
$667K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
175+ 6.43% |
$12.8K - $15.1K
|
2.9K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
139+ 0.74% |
$10.1K - $12K
|
18.8K
$2.07M
|