Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE) during Q1 2025. 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 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.4K+ 9.12% |
$1.29M - $1.44M
|
244K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.4KNew |
$1.1M - $1.23M
|
17.4K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 22.34% |
$873K - $970K
|
75.4K
$4.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.12K+ 1096.0% |
$452K - $502K
|
7.77K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.24K+ 23.99% |
$396K - $439K
|
32.2K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.2K+ 256.77% |
$393K - $437K
|
8.62K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.05KNew |
$320K - $356K
|
5.05K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.35K+ 38.86% |
$276K - $307K
|
15.6K
$990K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.4KNew |
$216K - $239K
|
3.4K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.18K+ 78.11% |
$201K - $224K
|
7.24K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.1K+ 5.91% |
$133K - $148K
|
37.7K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
948+ 33.15% |
$60.1K - $66.8K
|
3.81K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
726+ 75.78% |
$46.1K - $51.1K
|
1.68K
$107K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
604+ 12.53% |
$38.3K - $42.5K
|
5.42K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
229+ 39.35% |
$14.5K - $16.1K
|
811
$51.6K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
228New |
$14.5K - $16.1K
|
228
$14.5K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
153+ 6.56% |
$9.71K - $10.8K
|
2.49K
$158K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
104+ 20.8% |
$6.6K - $7.33K
|
604
$38.5K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18+ 0.78% |
$1.14K - $1.27K
|
2.33K
$149K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2New |
$127 - $141
|
2
$127
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.03% |
$63.4 - $70.4
|
3.43K
$218K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 1.82% |
$63.4 - $70.4
|
56
$3.57K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19- 0.19% |
$1.21K - $1.34K
|
10K
$637K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27- 4.79% |
$1.71K - $1.9K
|
537
$34.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-54- 1.17% |
$3.43K - $3.8K
|
4.54K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 12.75% |
$3.68K - $4.09K
|
397
$25.3K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-150- 1.12% |
$9.52K - $10.6K
|
13.2K
$841K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-175- 4.01% |
$11.1K - $12.3K
|
4.19K
$267K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-191- 2.71% |
$12.1K - $13.5K
|
6.86K
$437K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-191- 98.45% |
$12.1K - $13.5K
|
3
$191
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-200- 4.88% |
$12.7K - $14.1K
|
3.9K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-210- 1.14% |
$13.3K - $14.8K
|
18.2K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-229- 3.23% |
$14.5K - $16.1K
|
6.86K
$437K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-250- 3.97% |
$15.9K - $17.6K
|
6.04K
$385K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-276- 1.14% |
$17.5K - $19.4K
|
23.9K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-894- 16.83% |
$56.7K - $63K
|
4.42K
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-960- 15.54% |
$60.9K - $67.6K
|
5.22K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 72.2% |
$63.4K - $70.4K
|
385
$24.5K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.1K- 12.13% |
$69.8K - $77.5K
|
7.97K
$508K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.26K- 6.39% |
$79.8K - $88.6K
|
18.4K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.69K- 2.28% |
$107K - $119K
|
72.6K
$4.62M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.99K- 8.62% |
$126K - $140K
|
21.1K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.45K- 3.23% |
$155K - $172K
|
73.2K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.02K- 4.38% |
$192K - $213K
|
66K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.19K- 1.63% |
$202K - $224K
|
193K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.2K- 85.79% |
$203K - $225K
|
530
$33.8K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.53K- 29.12% |
$224K - $249K
|
8.59K
$547K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.76K- 32.4% |
$239K - $265K
|
7.85K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.47K- 19.97% |
$283K - $315K
|
17.9K
$1.14M
|