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 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
198+ 1.2% |
$8.35K - $13.5K
|
16.7K
$337K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
166+ 1.14% |
$7K - $11.4K
|
14.8K
$298K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
165+ 51.4% |
$6.96K - $11.3K
|
486
$9.81K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
151+ 77.04% |
$6.37K - $10.3K
|
347
$7K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150New |
$6.33K - $10.3K
|
150
$3.03K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
135New |
$5.7K - $9.23K
|
135
$2.72K
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
127New |
$5.36K - $8.68K
|
127
$2.56K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104New |
$4.39K - $7.11K
|
104
$2.1K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
80New |
$3.38K - $5.47K
|
80
$1.61K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
78+ 29.55% |
$3.29K - $5.33K
|
342
$6.9K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
63+ 315.0% |
$2.66K - $4.31K
|
83
$1.67K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26New |
$1.1K - $1.78K
|
26
$525
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16+ 133.33% |
$675 - $1.09K
|
28
$565
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
BUY
|
- |
15+ 0.12% |
$633 - $1.03K
|
12.3K
$249K
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
15New |
$633 - $1.03K
|
15
$303
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13+ 1300.0% |
$548 - $889
|
14
$283
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.29% |
$548 - $889
|
4.42K
$89.2K
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.34% |
$548 - $889
|
3.8K
$76.6K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.56% |
$127 - $205
|
537
$10.8K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.49% |
$127 - $205
|
613
$12.4K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 2.0% |
$42.2 - $68.4
|
51
$1.03K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.96% |
$42.2 - $68.4
|
105
$2.12K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.4% |
$42.2 - $68.4
|
250
$5.05K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-8Closed |
$338 - $547
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-14- 0.22% |
$591 - $957
|
6.26K
$126K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-42- 1.87% |
$1.77K - $2.87K
|
2.2K
$44.4K
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-47- 61.04% |
$1.98K - $3.21K
|
30
$605
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-49- 20.33% |
$2.07K - $3.35K
|
192
$3.87K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-55Closed |
$2.32K - $3.76K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-75Closed |
$3.16K - $5.13K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-78- 22.81% |
$3.29K - $5.33K
|
264
$5.33K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-94- 2.49% |
$3.97K - $6.43K
|
3.69K
$74.4K
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-102Closed |
$4.3K - $6.97K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-121- 36.56% |
$5.1K - $8.27K
|
210
$4.24K
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-122- 1.86% |
$5.15K - $8.34K
|
6.45K
$130K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-146Closed |
$6.16K - $9.98K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-151Closed |
$6.37K - $10.3K
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-152Closed |
$6.41K - $10.4K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-174Closed |
$7.34K - $11.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-181- 1.92% |
$7.64K - $12.4K
|
9.25K
$187K
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-200- 17.17% |
$8.44K - $13.7K
|
965
$19.5K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-205- 2.2% |
$8.65K - $14K
|
9.1K
$184K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-211- 1.27% |
$8.9K - $14.4K
|
16.3K
$330K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-215- 98.62% |
$9.07K - $14.7K
|
3
$60.5
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-269- 4.33% |
$11.3K - $18.4K
|
5.95K
$120K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-272- 1.2% |
$11.5K - $18.6K
|
22.4K
$452K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400Closed |
$16.9K - $27.4K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-400- 6.91% |
$16.9K - $27.4K
|
5.39K
$109K
|