Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PSI)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.19K- 47.79% |
$283K - $434K
|
7.86K
$582K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.33K+ 29.19% |
$131K - $201K
|
14.7K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
130New |
$5.11K - $7.84K
|
130
$9.63K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.35KNew |
$289K - $444K
|
7.35K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
20.3KNew |
$799K - $1.23M
|
20.3K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.19K- 8.38% |
$46.9K - $71.9K
|
13K
$966K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24New |
$943 - $1.45K
|
24
$1.78K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-35Closed |
$1.38K - $2.11K
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 28.57% |
$786 - $1.21K
|
50
$3.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-403- 45.54% |
$15.8K - $24.3K
|
482
$35.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.97KNew |
$117K - $179K
|
2.97K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.3K- 56.13% |
$482K - $740K
|
9.59K
$710K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.33K+ 31.7% |
$91.4K - $140K
|
9.66K
$716K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-20- 0.45% |
$786 - $1.21K
|
4.41K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
29New |
$1.14K - $1.75K
|
29
$2.15K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
825+ 458.33% |
$32.4K - $49.8K
|
1.01K
$74.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 5.9% |
$2.36K - $3.62K
|
957
$70.9K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-965- 69.93% |
$45.7K - $62.7K
|
415
$30.7K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8New |
$379 - $520
|
8
$593
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
300New |
$14.2K - $19.5K
|
300
$22.2K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-198- 46.37% |
$9.38K - $12.9K
|
229
$17K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-75- 50.0% |
$3.55K - $4.87K
|
75
$5.56K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
45New |
$2.13K - $2.92K
|
45
$3.33K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-285- 6.08% |
$13.5K - $18.5K
|
4.41K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.2KNew |
$862K - $1.18M
|
18.2K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.42K- 1.6% |
$67.5K - $92.5K
|
87.6K
$6.49M
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.35KNew |
$232K - $265K
|
4.35K
$322K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.79KNew |
$95.4K - $109K
|
1.79K
$133K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
17New |
$905 - $1.04K
|
17
$1.26K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31New |
$1.65K - $1.89K
|
31
$2.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-75- 1.71% |
$3.99K - $4.57K
|
4.32K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
425New |
$22.6K - $25.9K
|
425
$31.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
172KNew |
$9.16M - $10.5M
|
172K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
190New |
$10.1K - $11.6K
|
190
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17.8KNew |
$950K - $1.09M
|
17.8K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-43- 0.61% |
$2.29K - $2.62K
|
6.96K
$515K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20- 40.0% |
$1.07K - $1.22K
|
30
$2.22K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.5KNew |
$186K - $213K
|
3.5K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.82KNew |
$257K - $294K
|
4.82K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.22K+ 21.51% |
$172K - $197K
|
18.2K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.9KNew |
$742K - $850K
|
13.9K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11KNew |
$586K - $670K
|
11K
$814K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.66KNew |
$355K - $406K
|
6.66K
$493K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.42KNew |
$235K - $269K
|
4.42K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.16KNew |
$275K - $314K
|
5.16K
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-169- 3.47% |
$9K - $10.3K
|
4.7K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.15K- 47.36% |
$115K - $131K
|
2.39K
$177K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-474- 36.49% |
$23.3K - $31.6K
|
825
$61.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
325New |
$16K - $21.7K
|
325
$24.1K
|
|