Purchases and Sales Made in Q4 2024 in Invesco Dwa Industrials Moment (PRN)
This table provides information about the institutional ownership of Invesco Dwa Industrials Moment (PRN) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO DWA INDUSTRIALS MOMENT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.4K+ 217.19% |
$1.88M - $2.2M
|
18.1K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
9.19KNew |
$1.4M - $1.63M
|
9.19K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.75K+ 179.52% |
$570K - $667K
|
5.84K
$919K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.11KNew |
$472K - $553K
|
3.11K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.86KNew |
$434K - $508K
|
2.86K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.03KNew |
$308K - $361K
|
2.03K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.69KNew |
$256K - $300K
|
1.69K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.54KNew |
$233K - $273K
|
1.54K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
710+ 473.33% |
$108K - $126K
|
860
$135K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
511+ 277.72% |
$77.6K - $90.8K
|
695
$109K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
303New |
$46K - $53.9K
|
303
$47.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
296+ 435.29% |
$45K - $52.6K
|
364
$57.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
107+ 0.86% |
$16.3K - $19K
|
12.6K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
40+ 0.21% |
$6.08K - $7.11K
|
19K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
30+ 3.43% |
$4.56K - $5.33K
|
905
$142K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$4.1K - $4.8K
|
27
$4.25K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
25+ 0.61% |
$3.8K - $4.44K
|
4.13K
$649K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.04% |
$152 - $178
|
2.4K
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-15- 1.0% |
$2.28K - $2.67K
|
1.49K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-18- 0.76% |
$2.73K - $3.2K
|
2.37K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-23- 0.94% |
$3.49K - $4.09K
|
2.43K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-64- 1.44% |
$9.72K - $11.4K
|
4.37K
$688K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.73% |
$20.1K - $23.5K
|
7.52K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-350- 20.0% |
$53.2K - $62.2K
|
1.4K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-380- 1.4% |
$57.7K - $67.5K
|
26.8K
$4.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-801- 1.54% |
$122K - $142K
|
51.1K
$8.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.06K- 7.12% |
$161K - $188K
|
13.8K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.16K- 12.7% |
$327K - $383K
|
14.8K
$2.33M
|