Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PBJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBJ) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
97.4K+ 39.83% |
$4.1M - $4.72M
|
342K
$16.5M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.7K+ 28.4% |
$2.93M - $3.37M
|
315K
$15.2M
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
59.3KNew |
$2.49M - $2.87M
|
59.3K
$2.86M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
59.1K+ 144.69% |
$2.49M - $2.86M
|
100K
$4.83M
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
54.1KNew |
$2.28M - $2.62M
|
54.1K
$2.61M
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
40KNew |
$1.68M - $1.94M
|
40K
$1.93M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.5K+ 19.26% |
$1.66M - $1.91M
|
245K
$11.8M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.3K+ 67.03% |
$1.66M - $1.9M
|
98K
$4.73M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
39K+ 6.93% |
$1.64M - $1.89M
|
602K
$29.1M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.5K+ 10.52% |
$1.45M - $1.67M
|
363K
$17.5M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
26.6K+ 117.53% |
$1.12M - $1.29M
|
49.3K
$2.38M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
22.8K+ 229.77% |
$961K - $1.1M
|
32.8K
$1.58M
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
18.4KNew |
$774K - $890K
|
18.4K
$888K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
15.4KNew |
$649K - $746K
|
15.4K
$745K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.2K+ 23.74% |
$596K - $686K
|
73.8K
$3.56M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 3.39% |
$530K - $609K
|
384K
$18.5M
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
11.1KNew |
$469K - $539K
|
11.1K
$538K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
11.1KNew |
$465K - $535K
|
11.1K
$534K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.7KNew |
$449K - $516K
|
10.7K
$515K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.6K+ 10.05% |
$444K - $511K
|
116K
$5.58M
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$435K - $500K
|
10.3K
$499K
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
10.2KNew |
$428K - $492K
|
10.2K
$491K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.37K+ 68.59% |
$394K - $454K
|
23K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.94KNew |
$250K - $288K
|
5.94K
$287K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.9K+ 61.73% |
$248K - $286K
|
15.5K
$746K
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
5.87KNew |
$247K - $284K
|
5.87K
$283K
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.84K+ 19.55% |
$246K - $283K
|
35.7K
$1.73M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
5.51K+ 12.07% |
$232K - $267K
|
51.2K
$2.47M
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.42KNew |
$228K - $263K
|
5.42K
$262K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.9KNew |
$206K - $237K
|
4.9K
$237K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.89K+ 7.07% |
$206K - $236K
|
74K
$3.57M
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.64KNew |
$195K - $225K
|
4.64K
$224K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.13KNew |
$174K - $200K
|
4.13K
$199K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.27KNew |
$138K - $158K
|
3.27K
$158K
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2.91K+ 6.03% |
$122K - $141K
|
51.1K
$2.47M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.24K+ 6.75% |
$94.1K - $108K
|
35.4K
$1.71M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.2K+ 16.63% |
$92.8K - $107K
|
15.5K
$746K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.07K+ 6.92% |
$87K - $100K
|
31.9K
$1.54M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.41K+ 1.79% |
$59.3K - $68.2K
|
80.2K
$3.87M
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.15KNew |
$48.4K - $55.7K
|
1.15K
$55.5K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.15K+ 1.1% |
$48.2K - $55.5K
|
105K
$5.07M
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.08K+ 2.41% |
$45.5K - $52.3K
|
46K
$2.22M
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
908+ 10.01% |
$38.2K - $44K
|
9.98K
$482K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
783New |
$33K - $37.9K
|
783
$37.8K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
600New |
$25.3K - $29K
|
600
$29K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
578New |
$24.3K - $28K
|
578
$27.9K
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
539+ 2.12% |
$22.7K - $26.1K
|
26K
$1.26M
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
293+ 5.24% |
$12.3K - $14.2K
|
5.88K
$284K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
293+ 5.24% |
$12.3K - $14.2K
|
5.88K
$284K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
286+ 12.13% |
$12K - $13.8K
|
2.64K
$128K
|