Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-1.18KClosed |
$60.1K - $86.2K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.22K- 16.37% |
$61.9K - $88.7K
|
6.21K
$127K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.26K- 43.83% |
$64.2K - $91.9K
|
1.62K
$33K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.39KClosed |
$70.5K - $101K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.47K- 12.63% |
$75.1K - $108K
|
10.2K
$208K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.5K- 21.48% |
$76.3K - $109K
|
5.48K
$112K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.52K- 9.29% |
$77.3K - $111K
|
14.8K
$303K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 27.73% |
$86.2K - $123K
|
4.41K
$90K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.78KClosed |
$90.8K - $130K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2K- 8.22% |
$102K - $146K
|
22.3K
$456K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-2.06K- 3.91% |
$105K - $150K
|
50.6K
$1.03M
|
|
Apr 26, 2022
Q1 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2.4K- 9.85% |
$122K - $175K
|
22K
$448K
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.9KClosed |
$148K - $212K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-3K- 89.61% |
$153K - $219K
|
348
$7.11K
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.01KClosed |
$153K - $219K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$156K - $224K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.08KClosed |
$157K - $225K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.26KClosed |
$166K - $238K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-3.37K- 12.2% |
$171K - $246K
|
24.2K
$495K
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.37K- 25.63% |
$172K - $246K
|
9.77K
$200K
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.39K- 42.22% |
$172K - $247K
|
4.64K
$94.6K
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.42K- 5.02% |
$174K - $250K
|
64.7K
$1.32M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.5KClosed |
$178K - $255K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-3.72KClosed |
$189K - $271K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.92KClosed |
$200K - $286K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-4.05K- 36.11% |
$206K - $295K
|
7.16K
$146K
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.17KClosed |
$212K - $304K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.45KClosed |
$227K - $325K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.69K- 4.79% |
$239K - $342K
|
93.2K
$1.9M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.99K- 6.21% |
$254K - $364K
|
75.3K
$1.54M
|
|
May 16, 2022
Q1 2022
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-5.35KClosed |
$272K - $390K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.59K- 16.55% |
$285K - $408K
|
28.2K
$576K
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.37K- 39.76% |
$324K - $465K
|
9.65K
$197K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.61K- 0.83% |
$337K - $482K
|
792K
$16.2M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.58K- 69.35% |
$386K - $553K
|
3.35K
$68.4K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.3K- 7.01% |
$423K - $606K
|
110K
$2.25M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.92K- 41.46% |
$454K - $651K
|
12.6K
$257K
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-9.47K- 52.26% |
$482K - $691K
|
8.65K
$177K
|
|
Apr 20, 2022
Q1 2022
|
Belvedere Trading LLC
|
SELL
|
- |
-11.1KClosed |
$565K - $809K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-11.5K- 47.93% |
$584K - $837K
|
12.5K
$254K
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.7KClosed |
$645K - $923K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.4K- 26.16% |
$787K - $1.13M
|
43.6K
$890K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.1K- 54.87% |
$820K - $1.18M
|
13.2K
$271K
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-20.5KClosed |
$1.04M - $1.5M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-23.1KClosed |
$1.18M - $1.68M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-24.2K- 62.94% |
$1.23M - $1.77M
|
14.3K
$291K
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-28.3KClosed |
$1.44M - $2.07M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-28.3KClosed |
$1.44M - $2.07M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.7KClosed |
$1.57M - $2.24M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-31.2K- 68.89% |
$1.59M - $2.28M
|
14.1K
$288K
|