Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PBW)

PBW Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q1 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
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
422K
+ 243.76%
$15.3M - $20.3M
595K $12.2M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
422K
+ 243.76%
$15.3M - $20.3M
595K $12.2M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
109K
+ 642.04%
$3.96M - $5.27M
126K $2.58M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
51.7K
New
$1.88M - $2.49M
51.7K $1.06M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
47.3K
+ 113.16%
$1.72M - $2.28M
89.2K $1.82M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
33.4K
+ 52.83%
$1.21M - $1.61M
96.6K $1.97M
May 04, 2023 Q1 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
27.8K
New
$1.01M - $1.34M
27.8K $568K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
17.6K
+ 22.31%
$639K - $849K
96.5K $1.97M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
13.5K
+ 91.29%
$489K - $650K
28.2K $577K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
13.4K
+ 16.96%
$487K - $647K
92.6K $1.89M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
6.93K
+ 17.12%
$252K - $334K
47.4K $968K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.94K
+ 6.06%
$216K - $286K
104K $2.12M
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
5.38K
+ 9.14%
$195K - $259K
64.2K $1.31M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.27K
New
$191K - $254K
5.27K $108K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
5.05K
New
$183K - $244K
5.05K $103K
May 09, 2023 Q1 2023
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
5K
+ 39.68%
$182K - $241K
17.6K $359K
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
4.89K
New
$177K - $236K
4.89K $99.8K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
4.77K
+ 6.6%
$173K - $230K
77K $1.57M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
4.38K
+ 19.06%
$159K - $211K
27.4K $559K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.21K
+ 29.92%
$116K - $155K
13.9K $284K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
3.16K
+ 0.42%
$115K - $152K
762K $15.6M
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
2.9K
+ 13.85%
$105K - $140K
23.9K $488K
May 15, 2023 Q1 2023
David R. Rahn & Associates Inc.

BUY
 -
2.75K
+ 11.85%
$99.8K - $133K
25.9K $530K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.98K
+ 7.06%
$72K - $95.6K
30.1K $614K
May 05, 2023 Q1 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
1.89K
+ 14.47%
$68.8K - $91.3K
15K $306K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.88K
+ 16.96%
$68.1K - $90.4K
12.9K $264K
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
1.78K
+ 14.29%
$64.7K - $85.9K
14.3K $291K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
1.63K
+ 36.71%
$59.1K - $78.5K
6.07K $124K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
1.48K
+ 9.68%
$53.6K - $71.2K
16.7K $342K
Apr 17, 2023 Q1 2023
Moller Financial Services

BUY
 -
1.18K
+ 9.06%
$42.7K - $56.6K
14.1K $289K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.17K
+ 1298.89%
$42.4K - $56.4K
1.26K $25.7K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.12K
+ 21.17%
$40.5K - $53.8K
6.39K $130K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
983
+ 2.48%
$35.7K - $47.4K
40.7K $831K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
872
+ 872.0%
$31.7K - $42K
972 $19.8K
Apr 19, 2023 Q1 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
583
+ 8.68%
$21.2K - $28.1K
7.3K $149K
May 09, 2023 Q1 2023
Motco

BUY
 -
561
+ 58.13%
$20.4K - $27K
1.53K $31.2K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
489
+ 5.64%
$17.8K - $23.6K
9.16K $187K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
352
New
$12.8K - $17K
352 $7.19K
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 -
219
+ 45.06%
$7.95K - $10.6K
705 $14.4K
May 02, 2023 Q1 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
198
+ 0.09%
$7.19K - $9.55K
231K $4.72M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
180
New
$6.53K - $8.68K
180 $3.68K
May 12, 2023 Q1 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
135
+ 1.35%
$4.9K - $6.51K
10.1K $206K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
132
+ 1.78%
$4.79K - $6.36K
7.53K $154K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
132
+ 0.9%
$4.79K - $6.36K
14.7K $301K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
125
+ 18.41%
$4.54K - $6.03K
804 $16.4K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
124
New
$4.5K - $5.98K
124 $2.53K
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
74
New
$2.69K - $3.57K
74 $1.51K
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
70
+ 53.03%
$2.54K - $3.37K
202 $4.12K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
70
New
$2.54K - $3.37K
70 $1.43K

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