Purchases and Sales Made in Q2 2022 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
863K+ 1749.9% |
$36.4M - $59M
|
912K
$18.4M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
423K+ 53.43% |
$17.9M - $28.9M
|
1.22M
$24.5M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
423K+ 53.43% |
$17.9M - $28.9M
|
1.22M
$24.5M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
132K+ 74.57% |
$5.57M - $9.03M
|
309K
$6.24M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
129K+ 111.01% |
$5.43M - $8.81M
|
245K
$4.94M
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
57KNew |
$2.4M - $3.9M
|
57K
$1.15M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
34.4KNew |
$1.45M - $2.35M
|
34.4K
$694K
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
20.9K+ 54.89% |
$882K - $1.43M
|
59K
$1.19M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17K+ 114.81% |
$718K - $1.16M
|
31.8K
$643K
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
14.6K+ 11.59% |
$616K - $999K
|
141K
$2.84M
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$610K - $989K
|
14.5K
$292K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.67K+ 31.34% |
$408K - $661K
|
40.5K
$818K
|
|
Aug 15, 2022
Q2 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
9.61KNew |
$405K - $657K
|
9.61K
$194K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
6.58K+ 1890.8% |
$278K - $450K
|
6.93K
$140K
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
6.33K+ 14.84% |
$267K - $433K
|
49K
$989K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.31K+ 10.2% |
$266K - $431K
|
68.2K
$1.38M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.79KNew |
$244K - $396K
|
5.79K
$117K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.41K+ 44.72% |
$228K - $370K
|
17.5K
$353K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.14K+ 6.83% |
$217K - $352K
|
80.4K
$1.62M
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.01K+ 51.27% |
$211K - $343K
|
14.8K
$298K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.46KNew |
$188K - $305K
|
4.46K
$89.9K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.45K+ 36.82% |
$188K - $304K
|
16.5K
$334K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.44K+ 11.51% |
$103K - $167K
|
23.7K
$478K
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
2.44K+ 4.63% |
$103K - $167K
|
55.1K
$1.11M
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
BUY
|
- |
2.32K+ 18.78% |
$98K - $159K
|
14.7K
$296K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.24K+ 9.28% |
$94.3K - $153K
|
26.3K
$531K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.1K+ 9.39% |
$88.4K - $143K
|
24.4K
$493K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.06K+ 21.4% |
$86.7K - $141K
|
11.7K
$235K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1.98K+ 7.33% |
$83.7K - $136K
|
29.1K
$586K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
1.79K+ 25.51% |
$75.4K - $122K
|
8.79K
$177K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.26K+ 21.33% |
$53.1K - $86.1K
|
7.16K
$145K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.06K+ 8.37% |
$44.5K - $72.1K
|
13.7K
$276K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.05K+ 20.8% |
$44.4K - $72K
|
6.12K
$123K
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.05K+ 12.16% |
$44.4K - $71.9K
|
9.7K
$196K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
800+ 1.73% |
$33.8K - $54.7K
|
47.1K
$951K
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
770+ 12.01% |
$32.5K - $52.7K
|
7.18K
$145K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
750New |
$31.6K - $51.3K
|
750
$15.1K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
730New |
$30.8K - $49.9K
|
730
$14.7K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
443+ 7.41% |
$18.7K - $30.3K
|
6.42K
$130K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
429+ 2.31% |
$18.1K - $29.3K
|
19K
$383K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
402+ 20.94% |
$17K - $27.5K
|
2.32K
$46.9K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
387New |
$16.3K - $26.5K
|
387
$7.81K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
370New |
$15.6K - $25.3K
|
370
$7.47K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
360+ 8.31% |
$15.2K - $24.6K
|
4.69K
$94.7K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
332+ 10.97% |
$14K - $22.7K
|
3.36K
$67.8K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
324+ 195.18% |
$13.7K - $22.2K
|
490
$9.89K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
303+ 16.67% |
$12.8K - $20.7K
|
2.12K
$42.8K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
287+ 1.02% |
$12.1K - $19.6K
|
28.5K
$575K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
266+ 2.13% |
$11.2K - $18.2K
|
12.7K
$257K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
216+ 4.84% |
$9.11K - $14.8K
|
4.68K
$94.5K
|