Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) during Q1 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-51- 0.76% |
$2.19K - $2.59K
|
6.69K
$356K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-67- 1.16% |
$2.87K - $3.4K
|
5.7K
$303K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-110Closed |
$4.72K - $5.58K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-120- 0.92% |
$5.14K - $6.09K
|
13K
$691K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-151- 17.74% |
$6.47K - $7.66K
|
700
$37.2K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-162Closed |
$6.94K - $8.22K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-167Closed |
$7.16K - $8.48K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-189Closed |
$8.1K - $9.59K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-190Closed |
$8.15K - $9.64K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-232- 18.59% |
$9.95K - $11.8K
|
1.02K
$54K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-244- 7.14% |
$10.5K - $12.4K
|
3.17K
$169K
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-300- 3.26% |
$12.9K - $15.2K
|
8.9K
$473K
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-420- 1.86% |
$18K - $21.3K
|
22.1K
$1.18M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-506- 8.09% |
$21.7K - $25.7K
|
5.75K
$306K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-551Closed |
$23.6K - $28K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-615Closed |
$26.4K - $31.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-654- 0.79% |
$28K - $33.2K
|
82.1K
$4.37M
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-744- 2.57% |
$31.9K - $37.8K
|
28.2K
$1.5M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-794- 2.15% |
$34K - $40.3K
|
36.1K
$1.92M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-923- 33.15% |
$39.6K - $46.8K
|
1.86K
$99K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1KClosed |
$42.9K - $50.8K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1KClosed |
$42.9K - $50.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.16K- 6.97% |
$49.8K - $58.9K
|
15.5K
$825K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.34KClosed |
$57.3K - $67.9K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.55K- 15.05% |
$66.6K - $78.8K
|
8.77K
$466K
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-1.6K- 36.36% |
$68.6K - $81.2K
|
2.8K
$149K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.81KClosed |
$77.5K - $91.8K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.82K- 25.19% |
$77.9K - $92.2K
|
5.4K
$287K
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2K- 23.26% |
$85.7K - $102K
|
6.6K
$351K
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2K- 23.26% |
$85.7K - $102K
|
6.6K
$351K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.05K- 0.23% |
$87.8K - $104K
|
883K
$47M
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.31K- 5.34% |
$98.9K - $117K
|
41K
$2.18M
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.58KClosed |
$110K - $131K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.7K- 24.39% |
$116K - $137K
|
8.38K
$446K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.75K- 32.28% |
$118K - $139K
|
5.76K
$306K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.92K- 94.19% |
$125K - $148K
|
180
$9.57K
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-3.18K- 16.55% |
$136K - $161K
|
16K
$853K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.57K- 22.45% |
$153K - $181K
|
12.3K
$656K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.86K- 29.32% |
$166K - $196K
|
9.31K
$495K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.01K- 35.87% |
$172K - $203K
|
7.16K
$381K
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.07K- 2.41% |
$175K - $207K
|
165K
$8.78M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-4.44KClosed |
$190K - $225K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-4.79K- 19.4% |
$205K - $243K
|
19.9K
$1.06M
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-4.81KClosed |
$206K - $244K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.87K- 44.01% |
$209K - $247K
|
6.19K
$329K
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-4.96K- 44.71% |
$213K - $252K
|
6.14K
$326K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.63K- 11.1% |
$241K - $286K
|
45.1K
$2.4M
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.66K- 29.84% |
$243K - $287K
|
13.3K
$707K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.21K- 2.37% |
$266K - $315K
|
256K
$13.6M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.21KClosed |
$266K - $315K
|
0
$0
|