Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) during Q1 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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
338+ 4.28% |
$25.8K - $27.8K
|
8.24K
$1.01M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
325+ 135.42% |
$24.8K - $26.7K
|
565
$69K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
311New |
$23.8K - $25.6K
|
311
$38K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
310+ 2.71% |
$23.7K - $25.5K
|
11.8K
$1.44M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
279+ 6.09% |
$21.3K - $22.9K
|
4.86K
$594K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
272New |
$20.8K - $22.4K
|
272
$33.2K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
266+ 3.16% |
$20.3K - $21.9K
|
8.68K
$1.06M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
251+ 3.16% |
$19.2K - $20.6K
|
8.18K
$1M
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
213+ 0.3% |
$16.3K - $17.5K
|
70.6K
$8.63M
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
144+ 3.73% |
$11K - $11.8K
|
4.01K
$490K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
135New |
$10.3K - $11.1K
|
135
$16.5K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
124+ 3.19% |
$9.48K - $10.2K
|
4.01K
$490K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
102+ 0.6% |
$7.8K - $8.39K
|
17.2K
$2.1M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 39.06% |
$7.64K - $8.23K
|
356
$43.5K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
87New |
$6.65K - $7.16K
|
87
$10.6K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
76+ 1.74% |
$5.81K - $6.25K
|
4.45K
$544K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
75+ 15.79% |
$5.73K - $6.17K
|
550
$67.2K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
67+ 0.84% |
$5.12K - $5.51K
|
8.08K
$987K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
56+ 0.08% |
$4.28K - $4.61K
|
70.4K
$8.61M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
51+ 13.21% |
$3.9K - $4.19K
|
437
$53.4K
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
50+ 1.1% |
$3.82K - $4.11K
|
4.58K
$560K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
49+ 0.43% |
$3.75K - $4.03K
|
11.5K
$1.4M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
43+ 0.81% |
$3.29K - $3.54K
|
5.38K
$657K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30New |
$2.29K - $2.47K
|
30
$3.67K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
24New |
$1.83K - $1.97K
|
24
$2.93K
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
22New |
$1.68K - $1.81K
|
22
$2.69K
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
21+ 30.0% |
$1.61K - $1.73K
|
91
$11.1K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20+ 25.0% |
$1.53K - $1.65K
|
100
$12.2K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17+ 4.27% |
$1.3K - $1.4K
|
415
$50.7K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13+ 1.71% |
$994 - $1.07K
|
773
$94.5K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3+ 4.55% |
$229 - $247
|
69
$8.43K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.06% |
$153 - $165
|
3.1K
$379K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.34% |
$76.4 - $82.3
|
291
$35.6K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.11% |
$76.4 - $82.3
|
907
$111K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2- 0.08% |
$153 - $165
|
2.66K
$325K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 2.28% |
$382 - $411
|
214
$26.2K
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-10- 9.9% |
$764 - $823
|
91
$11.1K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-23- 0.46% |
$1.76K - $1.89K
|
5K
$610K
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-50- 0.89% |
$3.82K - $4.11K
|
5.55K
$678K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-50- 27.32% |
$3.82K - $4.11K
|
133
$16.3K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-50- 50.0% |
$3.82K - $4.11K
|
50
$6.11K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-70- 0.64% |
$5.35K - $5.76K
|
10.9K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-79- 1.24% |
$6.04K - $6.5K
|
6.28K
$767K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-115- 0.33% |
$8.79K - $9.46K
|
35.1K
$4.29M
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-143- 0.87% |
$10.9K - $11.8K
|
16.3K
$1.99M
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-150- 0.53% |
$11.5K - $12.3K
|
27.9K
$3.41M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-192- 6.97% |
$14.7K - $15.8K
|
2.56K
$313K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-198- 1.11% |
$15.1K - $16.3K
|
17.6K
$2.15M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-210- 18.28% |
$16.1K - $17.3K
|
939
$115K
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-300- 8.0% |
$22.9K - $24.7K
|
3.45K
$422K
|