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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.18K- 43.28% |
$42.9K - $57K
|
1.55K
$31.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-1.3K- 14.77% |
$47.3K - $62.8K
|
7.51K
$153K
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-1.35K- 5.23% |
$48.9K - $64.9K
|
24.4K
$498K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.36K- 13.98% |
$49.2K - $65.4K
|
8.35K
$170K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.43K- 8.11% |
$52K - $69.1K
|
16.2K
$332K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 12.03% |
$57.5K - $76.4K
|
11.6K
$237K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.64K- 82.49% |
$59.5K - $79.1K
|
348
$7.11K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.75K- 21.89% |
$63.6K - $84.4K
|
6.25K
$128K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.94K- 9.75% |
$70.6K - $93.7K
|
18K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.97K- 5.43% |
$71.5K - $94.9K
|
34.3K
$701K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.2K- 5.19% |
$79.8K - $106K
|
40.1K
$819K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.46K- 18.92% |
$89.4K - $119K
|
10.6K
$216K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.45K- 23.69% |
$125K - $166K
|
11.1K
$227K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.71K- 22.16% |
$135K - $179K
|
13K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.49K- 11.85% |
$163K - $217K
|
33.4K
$683K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-4.78K- 21.49% |
$174K - $231K
|
17.5K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-4.87K- 3.58% |
$177K - $235K
|
131K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.08K- 30.82% |
$257K - $341K
|
15.9K
$325K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.6K- 95.11% |
$385K - $512K
|
546
$11.1K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15.9K- 6.9% |
$578K - $768K
|
215K
$4.39M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.6K- 8.98% |
$892K - $1.18M
|
249K
$5.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-35.1K- 86.83% |
$1.27M - $1.69M
|
5.32K
$109K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-36.6K- 46.5% |
$1.33M - $1.76M
|
42.1K
$859K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-484K- 28.24% |
$17.6M - $23.3M
|
1.23M
$25.1M
|