Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PSI)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.97KNew |
$117K - $179K
|
2.97K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.33K+ 31.7% |
$91.4K - $140K
|
9.66K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 249.0% |
$58.9K - $90.4K
|
2.1K
$156K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
825+ 458.33% |
$32.4K - $49.8K
|
1.01K
$74.4K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
302New |
$11.9K - $18.2K
|
302
$22.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
130New |
$5.11K - $7.84K
|
130
$9.63K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
29New |
$1.14K - $1.75K
|
29
$2.15K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24New |
$943 - $1.45K
|
24
$1.78K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.2KNew |
$862K - $1.18M
|
18.2K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
300New |
$14.2K - $19.5K
|
300
$22.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
45New |
$2.13K - $2.92K
|
45
$3.33K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8New |
$379 - $520
|
8
$593
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
172KNew |
$9.16M - $10.5M
|
172K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17.8KNew |
$950K - $1.09M
|
17.8K
$1.32M
|
|
|
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 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.16KNew |
$275K - $314K
|
5.16K
$382K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.82KNew |
$257K - $294K
|
4.82K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.42KNew |
$235K - $269K
|
4.42K
$327K
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.35KNew |
$232K - $265K
|
4.35K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.5KNew |
$186K - $213K
|
3.5K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.22K+ 21.51% |
$172K - $197K
|
18.2K
$1.35M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.79KNew |
$95.4K - $109K
|
1.79K
$133K
|
|
|
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
|
Sage Mountain Advisors LLC
|
BUY
|
- |
190New |
$10.1K - $11.6K
|
190
$14.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31New |
$1.65K - $1.89K
|
31
$2.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
17New |
$905 - $1.04K
|
17
$1.26K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.19KNew |
$255K - $346K
|
5.19K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
325New |
$16K - $21.7K
|
325
$24.1K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
304New |
$14.9K - $20.3K
|
304
$22.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
237+ 3.73% |
$11.6K - $15.8K
|
6.6K
$489K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
186New |
$9.14K - $12.4K
|
186
$13.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
105+ 114.13% |
$5.16K - $7.01K
|
197
$14.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104+ 0.11% |
$5.11K - $6.94K
|
98K
$7.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
103New |
$5.06K - $6.87K
|
103
$7.63K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$49.1 - $66.7
|
1
$74.1
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
75.4KNew |
$3.78M - $4.89M
|
75.4K
$5.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
32.7KNew |
$1.64M - $2.12M
|
32.7K
$2.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
20.9KNew |
$1.05M - $1.35M
|
20.9K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7KNew |
$637K - $825K
|
12.7K
$942K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.31KNew |
$316K - $409K
|
6.31K
$468K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.19KNew |
$260K - $337K
|
5.19K
$384K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.36KNew |
$218K - $282K
|
4.36K
$323K
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.83K+ 49.02% |
$192K - $248K
|
11.6K
$862K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.27KNew |
$164K - $212K
|
3.27K
$242K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
764New |
$38.3K - $49.5K
|
764
$56.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
397+ 1.34% |
$19.9K - $25.7K
|
30.1K
$2.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
236+ 5.48% |
$11.8K - $15.3K
|
4.54K
$336K
|
|