Purchases and Sales Made in Q2 2021 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 Q2 2021. 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
Jul 06, 2021 Q2 2021
Summit Financial Group, Inc.

BUY
 -
60
+ 2.22%
$4.31K - $5.96K
2.77K $53.1K
Jul 29, 2021 Q2 2021
Charter Oak Capital Management, LLC

BUY
 -
50
+ 625.0%
$3.59K - $4.96K
58 $1.11K
Aug 03, 2021 Q2 2021
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
47
New
$3.37K - $4.66K
47 $903
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
41
New
$2.94K - $4.07K
41 $788
Jul 28, 2021 Q2 2021
Hc Financial Advisors Inc

BUY
 -
36
New
$2.58K - $3.57K
36 $692
Aug 12, 2021 Q2 2021
Blair William & CO

Chicago, IL
BUY
 -
27
+ 3.72%
$1.94K - $2.68K
753 $14.5K
Aug 02, 2021 Q2 2021
Element Wealth, LLC

BUY
 -
20
New
$1.44K - $1.99K
20 $384
Jul 27, 2021 Q2 2021
Harbor Investment Advisory, LLC

BUY
 -
18
+ 18.0%
$1.29K - $1.79K
118 $2.27K
Aug 12, 2021 Q2 2021
Jacobi Capital Management LLC

BUY
 -
17
New
$1.22K - $1.69K
17 $327
Jul 21, 2021 Q2 2021
Brendel Financial Advisors LLC

BUY
 -
12
New
$862 - $1.19K
12 $231
Jul 15, 2021 Q2 2021
Telos Capital Management, Inc.

BUY
 -
8
+ 0.31%
$574 - $794
2.61K $50.2K
Aug 16, 2021 Q2 2021
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
8
+ 0.15%
$574 - $794
5.36K $103K
Aug 09, 2021 Q2 2021
Avidian Wealth Solutions, LLC

BUY
 -
8
+ 0.26%
$574 - $794
3.05K $58.6K
Aug 31, 2021 Q2 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
6
+ 0.13%
$431 - $596
4.55K $87.5K
Jul 20, 2021 Q2 2021
Joel Isaacson & Co., LLC

BUY
 -
6
+ 0.15%
$431 - $596
4.01K $77K
Jul 21, 2021 Q2 2021
Townsend Asset Management Corp

BUY
 -
6
+ 0.17%
$431 - $596
3.63K $69.8K
Sep 20, 2021 Q2 2021
Activest Wealth Management

BUY
 -
2
+ 0.17%
$144 - $199
1.17K $22.5K
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2021 Q2 2021
Aufman Associates Inc

Sewickley, PA
SELL
 -
-2
- 0.05%
$144 - $199
3.69K $70.9K
Aug 02, 2021 Q2 2021
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-6
- 2.65%
$431 - $596
220 $4.23K
Aug 09, 2021 Q2 2021
First Horizon Advisors, Inc.

SELL
 -
-17
- 42.5%
$1.22K - $1.69K
23 $442
Jul 22, 2021 Q2 2021
Valley Brook Capital Group, Inc.

Venetia, PA
SELL
 -
-25
Closed
$1.8K - $2.48K
0 $0
Jul 27, 2021 Q2 2021
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-29
- 1.19%
$2.08K - $2.88K
2.41K $46.4K
Aug 03, 2021 Q2 2021
Accel Wealth Management

SELL
 -
-40
- 1.99%
$2.87K - $3.97K
1.97K $37.9K
Aug 17, 2021 Q2 2021
Hm Payson & CO

Portland, ME
SELL
 -
-40
- 2.03%
$2.87K - $3.97K
1.93K $37.2K
Aug 12, 2021 Q2 2021
North Rock Partners, LLC

SELL
 -
-42
- 1.63%
$3.02K - $4.17K
2.54K $48.7K
Jul 27, 2021 Q2 2021
Cordant, Inc.

Portland, OR
SELL
 -
-50
Closed
$3.59K - $4.96K
0 $0
Aug 05, 2021 Q2 2021
Costello Asset Management, Inc

SELL
 -
-75
- 33.33%
$5.39K - $7.44K
150 $2.88K
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-97
Closed
$6.96K - $9.63K
0 $0
Aug 04, 2021 Q2 2021
Annapolis Financial Services, LLC

SELL
 -
-100
Closed
$7.18K - $9.93K
0 $0
Aug 12, 2021 Q2 2021
Wade G W & Inc

Wellesley, MA
SELL
 -
-117
- 2.75%
$8.4K - $11.6K
4.14K $79.6K
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-122
Closed
$8.76K - $12.1K
0 $0
Jul 26, 2021 Q2 2021
Spire Wealth Management

SELL
 -
-138
- 24.42%
$9.91K - $13.7K
427 $8.21K
Jul 23, 2021 Q2 2021
Central Trust CO

Jefferson City, MO
SELL
 -
-155
- 3.71%
$11.1K - $15.4K
4.02K $77.3K
Aug 30, 2021 Q2 2021
Monterey Private Wealth, Inc.

SELL
 -
-195
- 8.14%
$14K - $19.4K
2.2K $42.3K
Aug 06, 2021 Q2 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-225
Closed
$16.2K - $22.3K
0 $0
Jul 20, 2021 Q2 2021
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-230
Closed
$16.5K - $22.8K
0 $0
Aug 13, 2021 Q2 2021
Franklin Resources Inc

San Mateo, CA
SELL
 -
-252
Closed
$18.1K - $25K
0 $0
Aug 04, 2021 Q2 2021
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-310
- 37.3%
$22.3K - $30.8K
521 $10K
Jul 27, 2021 Q2 2021
Great Valley Advisor Group, Inc.

SELL
 -
-339
- 10.84%
$24.3K - $33.6K
2.79K $53.6K
Jul 12, 2021 Q2 2021
Ferguson Wellman Capital Management, Inc

SELL
 -
-379
- 8.81%
$27.2K - $37.6K
3.92K $75.4K
Aug 04, 2021 Q2 2021
Creative Planning

Overland Park, KS
SELL
 -
-413
- 14.78%
$29.7K - $41K
2.38K $45.8K
Jul 28, 2021 Q2 2021
Kestra Advisory Services, LLC

SELL
 -
-421
- 4.59%
$30.2K - $41.8K
8.75K $168K
Aug 16, 2021 Q2 2021
Cibc Private Wealth Group, LLC

SELL
 -
-432
- 10.04%
$31K - $42.9K
3.87K $74.4K
Aug 16, 2021 Q2 2021
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-450
Closed
$32.3K - $44.7K
0 $0
Jul 20, 2021 Q2 2021
Candriam S.C.A.

SELL
 -
-480
- 9.41%
$34.5K - $47.6K
4.62K $88.8K
Jul 29, 2021 Q2 2021
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-522
- 4.0%
$37.5K - $51.8K
12.5K $241K
Jul 28, 2021 Q2 2021
Stonebridge Financial Planning Group, LLC

SELL
 -
-550
- 52.38%
$39.5K - $54.6K
500 $9.61K
Aug 16, 2021 Q2 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-554
Closed
$39.8K - $55K
0 $0

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