Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.4K+ 320.72% |
$844K - $968K
|
29.4K
$1.56M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.9KNew |
$674K - $773K
|
17.9K
$949K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.4K+ 78.98% |
$503K - $577K
|
30.3K
$1.61M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.1KNew |
$419K - $481K
|
11.1K
$590K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.79K+ 52.62% |
$256K - $293K
|
19.7K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.49K+ 15.11% |
$207K - $237K
|
41.8K
$2.22M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.29KNew |
$199K - $229K
|
5.29K
$281K
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.73K+ 14.25% |
$178K - $204K
|
37.9K
$2.01M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
4.21K+ 105.77% |
$159K - $182K
|
8.2K
$435K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.86K+ 1.89% |
$145K - $167K
|
208K
$11M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 3.42% |
$79.3K - $91K
|
63.7K
$3.38M
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
1.22K+ 3.42% |
$46K - $52.7K
|
36.9K
$1.96M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.19K+ 11.98% |
$44.8K - $51.4K
|
11.1K
$590K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03KNew |
$38.6K - $44.3K
|
1.03K
$54.4K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
354New |
$13.3K - $15.3K
|
354
$18.8K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
324+ 0.75% |
$12.2K - $14K
|
43.3K
$2.3M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
323+ 3.45% |
$12.2K - $14K
|
9.69K
$514K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
264New |
$9.94K - $11.4K
|
264
$14K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
194New |
$7.31K - $8.39K
|
194
$10.3K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
98New |
$3.69K - $4.24K
|
98
$5.2K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
97+ 1.03% |
$3.65K - $4.19K
|
9.53K
$505K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94+ 0.79% |
$3.54K - $4.06K
|
12K
$634K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
87New |
$3.28K - $3.76K
|
87
$4.62K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
44+ 1.96% |
$1.66K - $1.9K
|
2.28K
$121K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
43+ 81.13% |
$1.62K - $1.86K
|
96
$5.09K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$565 - $648
|
15
$796
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4+ 0.05% |
$151 - $173
|
8.08K
$429K
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3+ 0.04% |
$113 - $130
|
7.59K
$403K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2New |
$75.3 - $86.5
|
2
$106
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1+ 0.07% |
$37.7 - $43.2
|
1.5K
$79.7K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.02% |
$37.7 - $43.2
|
5.53K
$293K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41- 9.53% |
$1.54K - $1.77K
|
389
$20.6K
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-120- 0.86% |
$4.52K - $5.19K
|
13.8K
$731K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-122- 55.2% |
$4.6K - $5.27K
|
99
$5.25K
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-138- 0.41% |
$5.2K - $5.97K
|
33.9K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-149- 2.29% |
$5.61K - $6.44K
|
6.35K
$337K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-159- 2.42% |
$5.99K - $6.87K
|
6.42K
$340K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-226- 6.18% |
$8.51K - $9.77K
|
3.43K
$182K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-257- 12.93% |
$9.68K - $11.1K
|
1.73K
$91.8K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-273- 13.32% |
$10.3K - $11.8K
|
1.78K
$94.2K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-286- 8.88% |
$10.8K - $12.4K
|
2.93K
$156K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-289- 4.92% |
$10.9K - $12.5K
|
5.59K
$296K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-318- 4.22% |
$12K - $13.7K
|
7.22K
$383K
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-320- 4.58% |
$12.1K - $13.8K
|
6.66K
$353K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-520- 7.84% |
$19.6K - $22.5K
|
6.11K
$324K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 30.28% |
$37.7K - $43.2K
|
2.3K
$122K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 30.28% |
$37.7K - $43.2K
|
2.3K
$122K
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-1K- 5.59% |
$37.7K - $43.3K
|
16.9K
$897K
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.03K- 3.74% |
$38.6K - $44.3K
|
26.4K
$1.4M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.11K- 16.97% |
$41.9K - $48.1K
|
5.44K
$289K
|