Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
11+ 0.99% |
$204 - $242
|
1.12K
$24.2K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5+ 0.01% |
$93 - $110
|
35.3K
$764K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$37.2 - $44
|
16.8K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.87% |
$37.2 - $44
|
232
$5.03K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.89% |
$37.2 - $44
|
226
$4.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 1.89% |
$93 - $110
|
259
$5.61K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-53- 0.16% |
$985 - $1.17K
|
33.5K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-77- 0.76% |
$1.43K - $1.69K
|
10.1K
$219K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-138- 0.3% |
$2.57K - $3.04K
|
45.9K
$995K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-200- 0.41% |
$3.72K - $4.4K
|
48.5K
$1.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-250- 1.72% |
$4.65K - $5.5K
|
14.2K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-283- 0.08% |
$5.26K - $6.23K
|
334K
$7.25M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-300- 26.32% |
$5.58K - $6.6K
|
840
$18.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Goodwin Daniel L
|
SELL
|
- |
-300- 0.75% |
$5.58K - $6.6K
|
39.7K
$860K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-321- 1.26% |
$5.97K - $7.06K
|
25.1K
$545K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-400- 2.85% |
$7.44K - $8.8K
|
13.7K
$296K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-410- 1.31% |
$7.62K - $9.02K
|
30.9K
$670K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-469- 4.49% |
$8.72K - $10.3K
|
9.99K
$216K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-634- 0.49% |
$11.8K - $13.9K
|
128K
$2.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-766- 1.16% |
$14.2K - $16.9K
|
65.4K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-891- 2.52% |
$16.6K - $19.6K
|
34.5K
$747K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-898- 1.78% |
$16.7K - $19.8K
|
49.4K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-969- 1.03% |
$18K - $21.3K
|
92.8K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.02K- 23.34% |
$18.9K - $22.3K
|
3.33K
$72.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.91K- 12.23% |
$35.5K - $42.1K
|
13.7K
$297K
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-1.95K- 6.06% |
$36.3K - $42.9K
|
30.2K
$655K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.58K- 1.36% |
$48K - $56.8K
|
186K
$4.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.73K- 9.47% |
$50.8K - $60.1K
|
26.1K
$566K
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.77K- 0.45% |
$51.4K - $60.8K
|
609K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.94K- 1.61% |
$54.7K - $64.7K
|
180K
$3.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.07K- 53.28% |
$57K - $67.5K
|
2.69K
$58.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.25K- 24.56% |
$78.9K - $93.4K
|
13K
$283K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.05K- 2.84% |
$93.8K - $111K
|
173K
$3.75M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.17K- 5.04% |
$96.1K - $114K
|
97.3K
$2.11M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.3K- 24.36% |
$98.5K - $117K
|
16.4K
$356K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.78K- 4.37% |
$108K - $127K
|
127K
$2.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.01K- 6.38% |
$130K - $154K
|
103K
$2.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-11K- 5.43% |
$204K - $242K
|
191K
$4.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 7.98% |
$294K - $348K
|
182K
$3.95M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.3K- 52.67% |
$377K - $446K
|
18.2K
$395K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.5K- 43.45% |
$419K - $496K
|
29.3K
$636K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.7K- 27.25% |
$422K - $500K
|
60.7K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-35.9KClosed |
$667K - $789K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-39.1K- 35.44% |
$726K - $860K
|
71.2K
$1.54M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-81.1K- 24.96% |
$1.51M - $1.78M
|
244K
$5.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-85.3K- 21.01% |
$1.59M - $1.88M
|
321K
$6.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-141K- 63.72% |
$2.63M - $3.11M
|
80.5K
$1.74M
|