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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.62K- 10.75% |
$72.7K - $104K
|
38.3K
$699K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.71K- 10.31% |
$89.9K - $128K
|
49.7K
$906K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.81K- 36.75% |
$123K - $176K
|
13.4K
$245K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-8.93K- 7.1% |
$141K - $201K
|
117K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-18.5K- 41.81% |
$292K - $417K
|
25.8K
$470K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.6K- 43.72% |
$701K - $1M
|
57.4K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-155K- 17.41% |
$2.43M - $3.47M
|
733K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-445K- 95.02% |
$7.01M - $10M
|
23.3K
$426K
|