Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PID)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PID) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
311+ 1.49% |
$5.47K - $5.82K
|
21.2K
$378K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
225New |
$3.96K - $4.21K
|
225
$4.02K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
180+ 1.59% |
$3.16K - $3.37K
|
11.5K
$205K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
104+ 0.95% |
$1.83K - $1.95K
|
11K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
88+ 0.79% |
$1.55K - $1.65K
|
11.2K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
58+ 0.58% |
$1.02K - $1.09K
|
10.1K
$180K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
53+ 2.36% |
$932 - $992
|
2.3K
$41.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
52+ 0.2% |
$914 - $973
|
26.5K
$472K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50+ 0.17% |
$879 - $936
|
29.1K
$519K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.36% |
$176 - $187
|
2.82K
$50.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.96% |
$158 - $168
|
947
$16.9K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 0.99% |
$52.7 - $56.2
|
306
$5.46K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-68- 0.09% |
$1.2K - $1.27K
|
76.2K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-77- 2.22% |
$1.35K - $1.44K
|
3.39K
$60.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-93- 0.18% |
$1.63K - $1.74K
|
51.9K
$926K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-115- 0.45% |
$2.02K - $2.15K
|
25.3K
$452K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-134- 0.6% |
$2.36K - $2.51K
|
22.1K
$395K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-139- 6.71% |
$2.44K - $2.6K
|
1.93K
$34.5K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-139- 6.71% |
$2.44K - $2.6K
|
1.93K
$34.5K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-149- 0.81% |
$2.62K - $2.79K
|
18.2K
$326K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-156- 50.0% |
$2.74K - $2.92K
|
156
$2.78K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 3.7% |
$3.08K - $3.28K
|
4.55K
$81.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-225- 0.45% |
$3.96K - $4.21K
|
49.9K
$890K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-257- 0.45% |
$4.52K - $4.81K
|
57.1K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-375- 34.47% |
$6.59K - $7.02K
|
713
$12.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-683- 31.19% |
$12K - $12.8K
|
1.51K
$26.9K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-700- 40.65% |
$12.3K - $13.1K
|
1.02K
$18.2K
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-750- 2.98% |
$13.2K - $14K
|
24.4K
$436K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-870- 7.96% |
$15.3K - $16.3K
|
10.1K
$180K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 1.7% |
$18.8K - $20.1K
|
62K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.08K- 6.18% |
$19K - $20.2K
|
16.4K
$293K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.34K- 79.29% |
$23.6K - $25.1K
|
350
$6.25K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.53K- 8.26% |
$26.9K - $28.7K
|
17K
$303K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.55K- 94.81% |
$27.3K - $29.1K
|
85
$1.52K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.69K- 42.18% |
$29.6K - $31.5K
|
2.31K
$41.2K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.93K- 1.34% |
$34K - $36.2K
|
142K
$2.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.95K- 24.11% |
$34.2K - $36.5K
|
6.13K
$109K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.33K- 16.44% |
$41K - $43.7K
|
11.9K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.47K- 5.19% |
$43.5K - $46.3K
|
45.2K
$807K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.52K- 2.54% |
$44.2K - $47.1K
|
96.4K
$1.72M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.61K- 0.91% |
$45.9K - $48.9K
|
284K
$5.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 15.84% |
$53K - $56.4K
|
16K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.17K- 1.1% |
$73.3K - $78.1K
|
374K
$6.67M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.09K- 25.67% |
$89.5K - $95.3K
|
14.7K
$263K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.45K- 3.68% |
$95.8K - $102K
|
143K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-5.6K- 5.33% |
$98.4K - $105K
|
99.5K
$1.78M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.65K- 23.2% |
$99.2K - $106K
|
18.7K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.15K- 2.12% |
$108K - $115K
|
284K
$5.06M
|