Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PBJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBJ) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-316- 4.57% |
$14.2K - $15K
|
6.59K
$318K
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-640- 1.24% |
$28.8K - $30.5K
|
50.8K
$2.45M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-693- 12.95% |
$31.2K - $33K
|
4.66K
$225K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-734- 1.39% |
$33K - $34.9K
|
52.2K
$2.52M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.29K- 3.12% |
$57.9K - $61.3K
|
40K
$1.93M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.29K- 3.12% |
$57.9K - $61.3K
|
40K
$1.93M
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.83K- 4.05% |
$82.3K - $87.1K
|
43.4K
$2.09M
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.05K- 20.72% |
$92.2K - $97.6K
|
7.85K
$379K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 20.54% |
$119K - $126K
|
10.3K
$495K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.73K- 22.73% |
$123K - $130K
|
9.29K
$449K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.33K- 13.79% |
$150K - $158K
|
20.8K
$1M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.9K- 38.17% |
$265K - $281K
|
9.56K
$462K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.04K- 10.79% |
$316K - $335K
|
58.2K
$2.81M
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.44K- 37.87% |
$334K - $354K
|
12.2K
$589K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.69K- 14.47% |
$346K - $366K
|
45.4K
$2.19M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.75K- 3.03% |
$393K - $416K
|
280K
$13.5M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.1K- 14.77% |
$498K - $527K
|
63.9K
$3.09M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.2K- 46.43% |
$774K - $819K
|
19.9K
$959K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18K- 5.98% |
$810K - $857K
|
283K
$13.7M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-40K- 39.59% |
$1.8M - $1.9M
|
61K
$2.95M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-52.3K- 15.36% |
$2.35M - $2.49M
|
288K
$13.9M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-58.1K- 10.01% |
$2.61M - $2.76M
|
522K
$25.2M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-61.8K- 93.05% |
$2.78M - $2.94M
|
4.62K
$223K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-88.3K- 15.54% |
$3.97M - $4.2M
|
480K
$23.2M
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-184K- 85.39% |
$8.29M - $8.77M
|
31.5K
$1.52M
|