Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
717+ 0.02% |
$33.8K - $37.6K
|
2.92M
$154M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
600+ 32.43% |
$28.3K - $31.4K
|
2.45K
$129K
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
597+ 17.18% |
$28.2K - $31.3K
|
4.07K
$214K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500+ 40.06% |
$23.6K - $26.2K
|
1.75K
$91.9K
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
442+ 4.61% |
$20.9K - $23.2K
|
10K
$527K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
367New |
$17.3K - $19.2K
|
367
$19.3K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
300+ 5.47% |
$14.2K - $15.7K
|
5.79K
$304K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
250+ 41.67% |
$11.8K - $13.1K
|
850
$44.7K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
226+ 3.23% |
$10.7K - $11.8K
|
7.23K
$380K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
200New |
$9.44K - $10.5K
|
200
$10.5K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
190New |
$8.97K - $9.95K
|
190
$9.99K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
156+ 3.63% |
$7.36K - $8.17K
|
4.46K
$234K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
151+ 21.57% |
$7.13K - $7.91K
|
851
$44.7K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
115+ 2.32% |
$5.43K - $6.02K
|
5.08K
$267K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100+ 1.36% |
$4.72K - $5.24K
|
7.45K
$391K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
62+ 0.92% |
$2.93K - $3.25K
|
6.81K
$358K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50New |
$2.36K - $2.62K
|
50
$2.63K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
18New |
$849 - $943
|
18
$946
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
15New |
$708 - $786
|
15
$788
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
12+ 0.13% |
$566 - $629
|
9.36K
$492K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.04% |
$142 - $157
|
8.09K
$425K
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2+ 0.03% |
$94.4 - $105
|
7.5K
$394K
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-4- 0.08% |
$189 - $210
|
4.81K
$253K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-11Closed |
$519 - $576
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26- 0.25% |
$1.23K - $1.36K
|
10.3K
$540K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-46- 0.76% |
$2.17K - $2.41K
|
6.04K
$317K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-61- 0.81% |
$2.88K - $3.2K
|
7.5K
$394K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100Closed |
$4.72K - $5.24K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
SELL
|
- |
-100- 12.05% |
$4.72K - $5.24K
|
730
$38.4K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-126- 0.97% |
$5.95K - $6.6K
|
12.9K
$678K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-152Closed |
$7.17K - $7.96K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-215- 6.45% |
$10.1K - $11.3K
|
3.12K
$164K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-220Closed |
$10.4K - $11.5K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-262- 39.22% |
$12.4K - $13.7K
|
406
$21.3K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-280Closed |
$13.2K - $14.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-353- 4.75% |
$16.7K - $18.5K
|
7.07K
$372K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-368- 2.38% |
$17.4K - $19.3K
|
15.1K
$794K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-440- 8.25% |
$20.8K - $23K
|
4.89K
$257K
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-451- 2.35% |
$21.3K - $23.6K
|
18.7K
$984K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-527- 11.4% |
$24.9K - $27.6K
|
4.1K
$215K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-555- 5.56% |
$26.2K - $29.1K
|
9.43K
$495K
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-564Closed |
$26.6K - $29.5K
|
0
$0
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-595- 2.42% |
$28.1K - $31.2K
|
23.9K
$1.26M
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-600- 19.79% |
$28.3K - $31.4K
|
2.43K
$128K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-633Closed |
$29.9K - $33.2K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-644- 3.99% |
$30.4K - $33.7K
|
15.5K
$814K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-785- 60.15% |
$37K - $41.1K
|
520
$27.3K
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1K- 23.12% |
$47.2K - $52.4K
|
3.33K
$175K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.12K- 1.58% |
$53K - $58.9K
|
70.2K
$3.69M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 1.98% |
$53K - $58.9K
|
55.6K
$2.92M
|