Purchases and Sales Made in Q2 2021 in Invesco Exchange Traded Fd Tr (PBW)
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 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-587- 20.61% |
$42.1K - $58.3K
|
2.26K
$46.4K
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-710Closed |
$51K - $70.5K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-831- 7.06% |
$59.7K - $82.5K
|
10.9K
$225K
|
|
Aug 02, 2021
Q2 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-940- 9.73% |
$67.5K - $93.3K
|
8.72K
$179K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-985Closed |
$70.7K - $97.8K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.16K- 24.08% |
$83.5K - $115K
|
3.67K
$75.3K
|
|
Aug 10, 2021
Q2 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.24K- 13.19% |
$89.2K - $123K
|
8.18K
$168K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.51K- 23.58% |
$108K - $150K
|
4.88K
$100K
|
|
Aug 12, 2021
Q2 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.62K- 29.33% |
$116K - $160K
|
3.9K
$80K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.68K- 40.41% |
$121K - $167K
|
2.48K
$51K
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.83K- 14.15% |
$131K - $181K
|
11.1K
$228K
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.86KClosed |
$134K - $185K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Providence First Trust CO
|
SELL
|
- |
-2.13K- 6.27% |
$153K - $211K
|
31.9K
$654K
|
|
Jul 14, 2021
Q2 2021
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-2.27K- 3.13% |
$163K - $225K
|
70.1K
$1.44M
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.43K- 25.84% |
$174K - $241K
|
6.96K
$143K
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.51KClosed |
$180K - $249K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.63KClosed |
$189K - $261K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.74KClosed |
$197K - $272K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.76K- 98.57% |
$198K - $273K
|
40
$821
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 3.85% |
$207K - $286K
|
71.9K
$1.48M
|
|
Jul 14, 2021
Q2 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-3.08KClosed |
$221K - $306K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.08K- 30.35% |
$221K - $306K
|
7.07K
$145K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.12K- 38.24% |
$224K - $309K
|
5.03K
$103K
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.3KClosed |
$237K - $327K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.32K- 32.58% |
$239K - $330K
|
6.88K
$141K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.39KClosed |
$243K - $336K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.62KClosed |
$260K - $360K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.02KClosed |
$289K - $399K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.09KClosed |
$293K - $405K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.94K- 32.76% |
$354K - $490K
|
10.1K
$208K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5K- 48.53% |
$359K - $496K
|
5.3K
$109K
|
|
Aug 02, 2021
Q2 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-5.11KClosed |
$367K - $507K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.41KClosed |
$389K - $537K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-5.55KClosed |
$399K - $551K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.88K- 16.65% |
$422K - $583K
|
29.4K
$604K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.92K- 32.11% |
$425K - $588K
|
12.5K
$257K
|
|
Aug 16, 2021
Q2 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.32KClosed |
$454K - $628K
|
0
$0
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-6.35K- 96.06% |
$456K - $630K
|
260
$5.34K
|
|
Jul 27, 2021
Q2 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-6.4KClosed |
$459K - $635K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.82K- 37.4% |
$490K - $677K
|
11.4K
$234K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.24K- 9.4% |
$520K - $718K
|
69.8K
$1.43M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.91K- 33.84% |
$568K - $785K
|
15.5K
$317K
|
|
Aug 16, 2021
Q2 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-8.42K- 90.25% |
$605K - $836K
|
910
$18.7K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.42K- 36.31% |
$605K - $836K
|
14.8K
$303K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.63K- 51.09% |
$619K - $856K
|
8.26K
$170K
|
|
Aug 13, 2021
Q2 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-9.46KClosed |
$679K - $939K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-9.93KClosed |
$713K - $985K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-10K- 61.29% |
$718K - $992K
|
6.31K
$130K
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.5K- 43.68% |
$896K - $1.24M
|
16.1K
$330K
|
|
Jul 16, 2021
Q2 2021
|
Diversified, LLC
|
SELL
|
- |
-13.3K- 25.98% |
$958K - $1.32M
|
38K
$780K
|