Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q1 2025. 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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
241K+ 129.59% |
$3.79M - $5.42M
|
427K
$7.79M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
165KNew |
$2.59M - $3.7M
|
165K
$3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48K+ 25.35% |
$756K - $1.08M
|
238K
$4.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
46.6KNew |
$734K - $1.05M
|
46.6K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.4KNew |
$400K - $571K
|
25.4K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$199K - $284K
|
12.6K
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.3K+ 80.64% |
$177K - $253K
|
25.2K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.65K+ 39.09% |
$152K - $217K
|
34.3K
$626K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.21K+ 22.41% |
$81.9K - $117K
|
28.4K
$518K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.92K+ 4.93% |
$61.7K - $88.1K
|
83.3K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.95K+ 14.27% |
$46.5K - $66.4K
|
23.6K
$431K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.18K+ 5.56% |
$34.3K - $49K
|
41.4K
$754K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.17K+ 5.9% |
$34.2K - $48.8K
|
39K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 9.02% |
$30.6K - $43.7K
|
23.5K
$428K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.65K+ 357.79% |
$26K - $37.2K
|
2.12K
$38.6K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.33K+ 0.98% |
$20.9K - $29.9K
|
137K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
586+ 19.65% |
$9.22K - $13.2K
|
3.57K
$65K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
366New |
$5.76K - $8.23K
|
366
$6.67K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
282+ 0.45% |
$4.44K - $6.34K
|
63.1K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
140New |
$2.2K - $3.15K
|
140
$2.55K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
134New |
$2.11K - $3.01K
|
134
$2.44K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
117New |
$1.84K - $2.63K
|
117
$2.13K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
90+ 0.85% |
$1.42K - $2.02K
|
10.6K
$194K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
78New |
$1.23K - $1.75K
|
78
$1.42K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58+ 725.0% |
$913 - $1.3K
|
66
$1.2K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37+ 24.5% |
$582 - $832
|
188
$3.43K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30New |
$472 - $674
|
30
$547
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 0.4% |
$220 - $315
|
3.51K
$63.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
11New |
$173 - $247
|
11
$201
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 1.14% |
$63 - $89.9
|
355
$6.47K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 1.23% |
$15.7 - $22.5
|
82
$1.49K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-24- 30.77% |
$378 - $540
|
54
$984
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-28- 16.09% |
$441 - $629
|
146
$2.66K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-37- 0.36% |
$582 - $832
|
10.3K
$188K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-38- 4.9% |
$598 - $854
|
737
$13.4K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 20.92% |
$787 - $1.12K
|
189
$3.45K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-121- 1.81% |
$1.9K - $2.72K
|
6.57K
$120K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-268- 50.0% |
$4.22K - $6.02K
|
268
$4.89K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-349- 26.06% |
$5.49K - $7.85K
|
990
$18K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-380- 4.78% |
$5.98K - $8.54K
|
7.58K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-480- 61.54% |
$7.56K - $10.8K
|
300
$5.47K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-539- 40.44% |
$8.48K - $12.1K
|
794
$14.5K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-725- 35.02% |
$11.4K - $16.3K
|
1.35K
$24.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-743- 2.19% |
$11.7K - $16.7K
|
33.2K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-747- 55.75% |
$11.8K - $16.8K
|
593
$10.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-820- 22.92% |
$12.9K - $18.4K
|
2.76K
$50.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.48K- 44.82% |
$23.3K - $33.2K
|
1.82K
$33.2K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.62K- 11.31% |
$25.6K - $36.5K
|
12.7K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.06K- 12.71% |
$32.5K - $46.4K
|
14.2K
$258K
|