Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-120- 21.62% |
$4.35K - $5.06K
|
435
$22.9K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-147- 2.17% |
$5.33K - $6.2K
|
6.63K
$348K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-199- 5.68% |
$7.22K - $8.39K
|
3.3K
$174K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-245- 10.97% |
$8.89K - $10.3K
|
1.99K
$104K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-329- 3.35% |
$11.9K - $13.9K
|
9.5K
$499K
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-359- 2.6% |
$13K - $15.1K
|
13.4K
$707K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-446- 0.25% |
$16.2K - $18.8K
|
180K
$9.46M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-472- 4.35% |
$17.1K - $19.9K
|
10.4K
$546K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-512- 2.05% |
$18.6K - $21.6K
|
24.4K
$1.28M
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-654- 3.07% |
$23.7K - $27.6K
|
20.7K
$1.09M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-674- 7.55% |
$24.5K - $28.4K
|
8.25K
$434K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-761- 1.7% |
$27.6K - $32.1K
|
44.1K
$2.32M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-791- 3.88% |
$28.7K - $33.3K
|
19.6K
$1.03M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-999- 32.78% |
$36.3K - $42.1K
|
2.05K
$108K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 7.54% |
$37.1K - $43.1K
|
12.5K
$659K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.3K- 5.27% |
$47K - $54.6K
|
23.3K
$1.22M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.38K- 5.91% |
$50K - $58.1K
|
21.9K
$1.15M
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.47K- 17.75% |
$53.2K - $61.8K
|
6.8K
$357K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.56K- 18.06% |
$56.4K - $65.6K
|
7.05K
$371K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.61K- 3.44% |
$58.3K - $67.8K
|
45.1K
$2.37M
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.69K- 3.75% |
$61.3K - $71.3K
|
43.3K
$2.28M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.88K- 17.4% |
$68.3K - $79.3K
|
8.94K
$470K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.85K- 15.49% |
$103K - $120K
|
15.6K
$818K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.44K- 12.36% |
$161K - $187K
|
31.5K
$1.65M
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-5.59K- 9.47% |
$203K - $236K
|
53.5K
$2.81M
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.27K- 37.69% |
$227K - $264K
|
10.4K
$545K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.36K- 28.54% |
$231K - $268K
|
15.9K
$837K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.48K- 2.48% |
$272K - $315K
|
295K
$15.5M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.28K- 23.21% |
$301K - $349K
|
27.4K
$1.44M
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-9.95KClosed |
$361K - $419K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.1K- 5.38% |
$368K - $427K
|
178K
$9.37M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 8.5% |
$394K - $458K
|
117K
$6.14M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-11.2K- 23.42% |
$405K - $471K
|
36.5K
$1.92M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.3K- 69.12% |
$448K - $520K
|
5.52K
$290K
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-14.1K- 27.59% |
$513K - $596K
|
37.1K
$1.95M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.9K- 79.0% |
$720K - $837K
|
5.28K
$277K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.2K- 40.15% |
$841K - $977K
|
34.5K
$1.82M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.2K- 61.77% |
$1.1M - $1.27M
|
18.7K
$984K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.8K- 83.16% |
$1.37M - $1.59M
|
7.66K
$402K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.8K- 83.16% |
$1.37M - $1.59M
|
7.66K
$402K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-43.2K- 96.78% |
$1.57M - $1.82M
|
1.44K
$75.5K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46.7K- 77.43% |
$1.69M - $1.97M
|
13.6K
$715K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.2K- 20.12% |
$1.9M - $2.2M
|
207K
$10.9M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-100K- 34.22% |
$3.64M - $4.22M
|
193K
$10.1M
|