Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PBW)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
54+ 2700.0% |
$1.96K - $2.6K
|
56
$1.14K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
54New |
$1.96K - $2.6K
|
54
$1.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
46New |
$1.67K - $2.22K
|
46
$939
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
38+ 0.98% |
$1.38K - $1.83K
|
3.93K
$80.3K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
36New |
$1.31K - $1.74K
|
36
$735
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
30New |
$1.09K - $1.45K
|
30
$613
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
14+ 1.07% |
$508 - $675
|
1.32K
$26.9K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 1.26% |
$254 - $337
|
561
$11.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 1.26% |
$254 - $337
|
561
$11.5K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 1.2% |
$182 - $241
|
423
$8.64K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.89% |
$145 - $193
|
454
$9.27K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 1.59% |
$145 - $193
|
255
$5.21K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 1.52% |
$36.3 - $48.2
|
67
$1.37K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.44% |
$36.3 - $48.2
|
42
$858
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.33% |
$36.3 - $48.2
|
76
$1.55K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1- 0.2% |
$36.3 - $48.2
|
487
$9.94K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-12- 0.7% |
$436 - $579
|
1.7K
$34.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 58.82% |
$726 - $964
|
14
$286
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-34- 0.59% |
$1.23K - $1.64K
|
5.71K
$117K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-64- 0.88% |
$2.32K - $3.09K
|
7.23K
$148K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66- 0.96% |
$2.4K - $3.18K
|
6.8K
$139K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-70Closed |
$2.54K - $3.37K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-80- 0.38% |
$2.9K - $3.86K
|
21.1K
$431K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 2.99% |
$3.63K - $4.82K
|
3.25K
$66.3K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-102- 0.75% |
$3.7K - $4.92K
|
13.4K
$274K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-111- 4.0% |
$4.03K - $5.35K
|
2.66K
$54.3K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-133Closed |
$4.83K - $6.41K
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-139- 99.29% |
$5.05K - $6.7K
|
1
$20.4
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-147- 1.73% |
$5.34K - $7.09K
|
8.34K
$170K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-160- 0.89% |
$5.81K - $7.71K
|
17.8K
$363K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-177- 64.84% |
$6.43K - $8.53K
|
96
$1.96K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-236- 76.13% |
$8.57K - $11.4K
|
74
$1.51K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-248- 13.09% |
$9K - $12K
|
1.65K
$33.6K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-250- 79.37% |
$9.08K - $12.1K
|
65
$1.33K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-288- 3.7% |
$10.5K - $13.9K
|
7.5K
$153K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-325- 44.52% |
$11.8K - $15.7K
|
405
$8.27K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-414- 2.83% |
$15K - $20K
|
14.2K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-462- 0.61% |
$16.8K - $22.3K
|
74.8K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-500- 16.11% |
$18.2K - $24.1K
|
2.6K
$53.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-608- 52.05% |
$22.1K - $29.3K
|
560
$11.4K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-635Closed |
$23.1K - $30.6K
|
0
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-735- 67.93% |
$26.7K - $35.4K
|
347
$7.09K
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-736- 8.13% |
$26.7K - $35.5K
|
8.32K
$170K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-800- 1.57% |
$29K - $38.6K
|
50K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-884- 8.68% |
$32.1K - $42.6K
|
9.3K
$190K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-971- 56.59% |
$35.2K - $46.8K
|
745
$15.2K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.02K- 34.53% |
$37.1K - $49.3K
|
1.94K
$39.6K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.05K- 12.43% |
$38.2K - $50.7K
|
7.4K
$151K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 44.42% |
$40K - $53.2K
|
1.38K
$28.2K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.12K- 17.47% |
$40.5K - $53.8K
|
5.27K
$108K
|