Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-218Closed |
$9.63K - $11.6K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-225- 5.26% |
$9.94K - $12K
|
4.05K
$215K
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-300- 5.18% |
$13.3K - $16K
|
5.49K
$292K
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300- 10.43% |
$13.3K - $16K
|
2.58K
$137K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-367- 3.48% |
$16.2K - $19.6K
|
10.2K
$541K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-367Closed |
$16.2K - $19.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-416- 1.12% |
$18.4K - $22.2K
|
36.9K
$1.96M
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-417- 2.94% |
$18.4K - $22.2K
|
13.8K
$732K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-495Closed |
$21.9K - $26.4K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-600- 70.59% |
$26.5K - $32K
|
250
$13.3K
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-600Closed |
$26.5K - $32K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-620- 1.35% |
$27.4K - $33K
|
45.4K
$2.41M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-654- 9.6% |
$28.9K - $34.8K
|
6.16K
$327K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-699- 18.41% |
$30.9K - $37.2K
|
3.1K
$165K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-722- 10.42% |
$31.9K - $38.5K
|
6.21K
$330K
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1KClosed |
$44.2K - $53.3K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.02K- 13.53% |
$44.8K - $54.1K
|
6.49K
$345K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 14.71% |
$48.7K - $58.8K
|
6.4K
$340K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.19K- 16.02% |
$52.7K - $63.6K
|
6.25K
$332K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.37K- 33.5% |
$60.6K - $73.1K
|
2.72K
$145K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.42KClosed |
$62.7K - $75.6K
|
0
$0
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.5K- 6.27% |
$66.3K - $79.9K
|
22.4K
$1.19M
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.7K- 15.6% |
$75.1K - $90.6K
|
9.2K
$489K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.91K- 7.8% |
$84.3K - $102K
|
22.6K
$1.2M
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-2.03K- 65.18% |
$89.7K - $108K
|
1.09K
$57.7K
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.43KClosed |
$107K - $130K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.07K- 5.99% |
$135K - $163K
|
48.1K
$2.56M
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-3.33KClosed |
$147K - $177K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-3.34K- 16.7% |
$148K - $178K
|
16.7K
$886K
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.38K- 25.42% |
$149K - $180K
|
9.91K
$527K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.44K- 34.3% |
$196K - $237K
|
8.51K
$452K
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.46KClosed |
$197K - $238K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.73KClosed |
$209K - $252K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5KClosed |
$221K - $266K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5.08KClosed |
$224K - $270K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.27K- 5.95% |
$277K - $334K
|
99.1K
$5.27M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.81K- 32.87% |
$301K - $363K
|
13.9K
$740K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.88K- 50.48% |
$304K - $366K
|
6.74K
$359K
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.9KClosed |
$305K - $368K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.4K- 6.12% |
$327K - $394K
|
113K
$6.04M
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.65K- 28.75% |
$338K - $407K
|
19K
$1.01M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.81K- 2.66% |
$345K - $416K
|
286K
$15.2M
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-7.94K- 48.01% |
$351K - $423K
|
8.6K
$457K
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-7.94K- 48.01% |
$351K - $423K
|
8.6K
$457K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-8.09KClosed |
$357K - $431K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-9.36KClosed |
$414K - $499K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.65K- 51.31% |
$426K - $514K
|
9.16K
$487K
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-10KClosed |
$443K - $535K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-10.5K- 60.19% |
$462K - $557K
|
6.92K
$368K
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-11.3KClosed |
$498K - $601K
|
0
$0
|